Monthly Financial Dashboard Report

Do you wish you had real-time access to easy-to-understand financial reports that could help you make informed decisions?

Your search ends here! Stauffer & Associates is here to help you revolutionize your financial system with our Financial Dashboard Services.

In depth insight to business performance​

Measure and Monitor KPI's

Cash flow forecasting and plan

One consolidated easy to understand file

Scroll down to start your dashboard process

Tracking Your Business Finances Made Easy

Stauffer & Associates offers a comprehensive financial dashboard service, designed to help businesses optimize their financial reporting and decision-making processes. With a focus on user-friendly design and real-time data visualization. This financial dashboard service provides valuable insights and actionable information to support informed business decisions. With our dashboard, businesses can easily see their revenue, expenses, profits, and other key financial metrics in real-time.

Understanding financial reports is crucial for businesses as it allows them to make informed decisions about their finances, identify areas for improvement, and make strategic plans for growth.

Whether you need to track key performance indicators, monitor cash flow, or analyze trends. Let Stauffer help you stay on top of your finances and make data-driven decisions with ease.

*Our services cannot be relied upon to identify or disclose any financial statement misstatements, including these caused by fraud or error.

Steps to receiving a monthly financial dashboard report:

  1. Answer the questionnaire
  2. Receive a follow-up email
  3. Admin will be in contact to Schedule a meeting
  4. Consultation Meeting Occurs
  5. Provided from you:
    • QuickBooks Online Integration
    • Balance Sheet
    • Trial Balance
    • Financial targets for the year
  6. Monthly Financial Dashboard Report Received
    • Please reach out for needed support