The Dashboard
Protect your financial health with informed reporting.
- All your financial data in one place
- Easy to read reports
- Customized charts and reports
- Make better financial decisions
Get beyond the numbers.
As a business owner, you need to understand all the financial aspects of your business beyond the numbers. You need to understand the meaning of the numbers and how they are impacting your business.
Our customized dashboards break down every transaction into easy-to-understand reports that can help steer your company to success.
Dashboard Features
- Critical performance data
- Real-time account cash balances
- Short-term financial position
- Working capital assessment
- Operating cash flow
- Gross profit margin estimates
- Income after cost of goods
- Revenue vs. budget comparison
- Budget adjustments analysis
- Average days to receive payments
- Financial leverage and profitability
- Debt to equity ratio
- Accounts payable insights
- Shareholder equity percentage
- Average days to close invoices
- Top outstanding accounts
- Income sorted by client
- Client financial profiles
Work with CFO Shield
Getting started is simple.
Take Our Simple Survey
Answer three simple questions on our survey to see if your business is a good fit for CFO Shield!
Choose Services
Choose services a la carte or create a customized financial management solution for your business.
Get Started!
You will love the time you’ll save by letting CFO Shield manage your financial services!