A common trait for most successful dashboard clients is the ability to quickly gather reliable financial data about their business. Without access to fast and reliable financial data, a dashboard project becomes more difficult for the client to implement.

You're a savvy business owner, and you know that in today's fast-paced world, quick access to reliable financial data can be a game-changer. After all, without fast and dependable financial data, making sound, data-driven business decisions becomes challenging.

At Agent O Consulting, we have observed this one simple fact

having consistently reliable dashboards is a monumental leap forward for small businesses like yours

Now, you might be thinking, "Can't I handle this in-house myself?" It's a fair question, but let's dig a bit deeper.

Most small businesses have exceptional team members responsible for managing their financial data, balancing cash, reconciling accounts, and preparing essential month-end reports. They're the unsung heroes of financial stability.

But here's the kicker: do they have the bandwidth to prepare, review, and interpret dashboards too? In my experience, when the in-house accounting team was tapped to add the task of tracking and maintaining the teams' KPIs, everyone lost. Sure, it would work for a while until there was a deadline like payroll, quarterly tax filings, or a crisis like a tax audit.