Cash Flow Dashboard
What's coming in, what's going out and what's overdue, in one view.
Sound familiar?
“We're profitable on paper but always short of cash.”
Who it's for
Owners who check the bank balance to know how they're going.
What's included
- Dashboard connected to Xero
- money owed to you and by you
- overdue invoices
- upcoming bills and repayments
- 13-week cash outlook
- weekly summary email
What changes
No cash surprises
chase the right invoices first
How it works
- 01
Free Health Check
45 minutes on how your business runs now and where the time's going.
- 02
Fixed-price proposal
A written scope and a fixed price. No open-ended invoices.
- 03
Build and train
I set it up, test it with you and train your team.
- 04
Ongoing support (optional)
A monthly plan if you want someone keeping it running.
Our costing tools are decision-support tools built from your numbers. They're not financial advice; take the results to your accountant or adviser.
Related services
- Connect
Xero Setup
Invoicing, payment terms, bank feeds and reminders configured around how you work.
See what's included - Connect
Break-Even Calculator
Know exactly how much work you need each month to cover your costs.
See what's included - Grow
KPI Dashboards
The five to ten numbers that matter most to your business, updated automatically.
See what's included
Your next step
Let's find what's costing you nights.
A free 45-minute Health Check. You get a one-page scorecard and a clear, fixed-price recommendation. No obligation.