Ongoing support
Automation and dashboards
Setup of spreadsheets, dashboards, templates, regulations, and digital control loops.
All solutions
Scope of work
What is included in the service
01
Google Sheets and Excel models
02
owner dashboards
03
report templates and regulations
FAQ
Common questions before starting
Short answers about the engagement format, initial diagnostics, and data needed for the first consultation.
Which indicators should be shown in an owner dashboard?
Usually revenue, gross margin, operating expenses, management profit, cash flow, cash balances, receivables, payables, plan-vs-actual and key operational drivers.
Does a dashboard replace management accounting?
No. A dashboard shows a focused indicator set, but it must rely on accounting rules, data sources and regular report updates.
Which tools can be used for automation?
Most often Google Sheets, Excel, reporting templates and data-update regulations. The specific setup depends on processes and team readiness.