Real deliverables, shipped and running. Shown without the client's name, in colors drawn from their company.
01 · Financial Dashboard
Raw books in. A board-ready read out.
A fractional-CFO firm was rebuilding the same spreadsheets for every client it served. Now the team drops a client's P&L export and gets a full executive dashboard in under a minute, with the KPIs, the trend, and the red flags already surfaced.
Under a minutefrom a raw P&L export to a board-ready financial picture.
Click any screen to view it full screen
SampleAn instant financial dashboard for a fractional-CFO firm serving owner-operated businesses.
02 · CFO Briefings
The numbers, told as a plan.
Owners do not read spreadsheets. From the same data, Mai writes a board-ready brief: the diagnosis, a KPI scorecard with thirty and ninety-day targets, and a phased plan the owner can act on Monday.
6 KPIstracked from today's number to a 90-day target.
Click any page to read it full screen
SampleA board-ready financial brief a fractional-CFO firm sends its owner-clients.
03 · Talk to the Numbers
Ask the books a question.
The picture does not stay on the page. The owner and the CFO can ask the financials directly, get an answer grounded in the actual ledger, and have Mai draft the board update that goes with it.
Click any screen to view it full screen
SampleA private line into the company's own books.
A direct invitation
Schedule a working session.
Sixty minutes. No deck. No slides. We listen. We diagnose. You leave with a written diagnosis of the bottleneck, whether you hire us or not.