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Engaging DashboardNY's services allows your executives to supplement in-house financial
resources with a talented and experienced team of financial experts. We fit in with
your team and take on your projects at full-speed from day one. We meet with your C-Level
team and jointly develop a success plan to achieve your financial goals.
DashboardNY offers both on site and virtual CFOs, Controllers and Bookkeepers through Cloud
Computing platforms and traditional Accounting software. In either environment, we are the
Trusted Advisor and the "in the trenches" MVP of our client's teams.
In a typical engagement, we provide the following services:
CFO and Controller Services
DashboardNY is an execution focused firm that brings its clients the benefits of top level executive
financial and operational expertise. We understand the need for practical and actionable results and
provide assistance with important tasks:
- Selecting and implementing financial/operational reporting software to support the needs of the company
- Designing and maintaining analytic dashboards with Key Performance Indicators (KPI)
that highlight the critical metrics of the business to empower C-Level executives to focus on
vital information and make fast and informed decisions
- Cash management and projections
- Aligning various departments with the goals of the company and assisting in making tough decisions
- Evaluating the ROI of new projects and proposals, including highlighting potential pitfalls
and important opportunities
Part-Time CFO and Interim Controller Services
Many companies rely on DashboardNY when their needs do not justify a full-time CFO or Controller.
As an Interim CFO or Controller we provide expert accounting support in a number of areas:
- Day-to-day support for company administrative functions, including contract administration,
human resources, accounting, banking and treasury, facility management, investor relations,
and legal resources
- Financial Reporting and Analysis
Special Projects
DashboardNY provides the manpower and expertise to define and manage important projects, without
interrupting daily business activities:
- Providing interim financial assistance during times of turnover, personnel absence, or sudden
financial or operational challenges
- Supporting the current financial team during periods of heavy workload
- Assisting in the evaluation and implementation of computer systems
- Quick Books Certified Installers
- Developing presentations for Future Investor, Re-financing or Board of Directors
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"In any moment of decision, the best thing you can do is the right thing,
the next best thing is the wrong thing, and the worst thing you can do is nothing." -- Roosevelt
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