Not a Numbers Person? You’re Not Alone

If you’re a small or mid-sized business owner, you likely started your business out of passion—not for financial reports. But understanding your numbers is the fastest way to boost profits and lower stress.

Are You Tracking the Right Business Metrics?

Do you know which of your services or products are most profitable? Are you investing your time and money in the right places? Most businesses don’t track the metrics that really matter. That’s where we come in.

What Are KPIs?

Key Performance Indicators (KPIs) are measurable values that help you understand how your business is really performing. While a P&L statement shows the basics, KPIs dig deeper. Our clients get monthly KPI dashboards that turn numbers into insights.

Top KPIs Every Business Owner Should Know

• Revenue by Segment or Product – Know where your money comes from
• Profit by Segment or Product – Focus on what truly drives profitability
• Customer Acquisition Cost (CAC) – What it takes to get a new customer
• Revenue and Profit Per Client or Project – Understand individual value
• Customer Lifetime Value (LTV) – Project long-term profitability
• Sales Cycle Length – How long it takes to close a sale
• Time to Profitability – When clients start generating returns
• Customer Retention Period – How long they stick around
• Total Employee Cost – Including taxes, benefits, and more
• Monthly Overhead – Know your real operating costs

How a Fractional CFO Can Help

Hiring a full-time CFO is expensive. A fractional CFO gives you access to high-level financial strategy without the full-time cost. We help you set up systems, track KPIs, and use data to make smarter decisions.