Fractional CFO
One page, before you open your inbox
The problem
Owners either get everything or nothing. What they need is a small forward-looking page they can trust at 7:00 a.m.
Why it matters
The dashboard is where confidence comes from. Knowing cash, margin and capacity at a glance is what allows an owner to spend the day on the business rather than in it.
How to know if you have this
- You open the bank account to know how the business is doing
- Your reports are all backward-looking
- Capacity and pipeline are not on the same page as financials
- Nothing tells you what needs attention this week
How Advisory Motion solves it
- 01Design one page: cash, forward cash, margin, capacity, pipeline, decisions
- 02Keep it forward-looking rather than a rearview summary
- 03Refresh it on a schedule you can rely on
- 04Pair it with a short monthly working session
Illustrative example
The 7:00 a.m. page
Six numbers and a two-line commentary replaced a habit of checking three systems and guessing. The owner's first hour changed permanently.
Illustrative composite · not a client identification
Where this connects