Fractional CFO dashboard: one page of numbers for each client's owner

Your clients ask how the business is doing. You answer with a P&L and a call. A CEO dashboard gives the owner one page they can open themselves, with a note from your firm on it.

I am Brett Halverson. I have 30+ years in SQL and reporting. Tools: SQL Server, Oracle, MySQL, Postgres, SSRS, Power BI, Tableau, Crystal, QuickBooks and more. I have solid QuickBooks experience. I am building CEO dashboards for finance firms, and what you can see today is a sample on made-up data.

Ask about a dashboard for one of your clients: brett@halversonco.com. Please do not send customer data or credentials. Please do not send client names or files either.

HalversonCo, Liberty Hill, TX

A fractional CFO dashboard, in plain words

A fractional CFO dashboard is one page that shows a client's owner the few numbers they act on, taken from the books you already keep. If you run a fractional CFO, bookkeeping or accounting practice, it is a way to hand each client a clear page without building one by hand every month.

What your client sees

One page for a business owner, built around the handful of numbers that owner acts on. Which numbers is agreed per client. The page shows a "data as of" date, and a short note from your firm in plain words.

What you control

• Which numbers. You and the owner agree them, client by client.
• Your review. In my sample build, the note on the page shows "Draft, pending review" until someone at your firm approves it.
• A stop if the numbers do not tie. My sample build runs 11 checks on the numbers, for example that the balance sheet balances and that cash ties to the cash flow. If any check fails, the build does not produce output for that client.

How a month would work

1. The month closes in your client's books.
2. The numbers are pulled and checked.
3. A draft note is written from the numbers.
4. Someone at your firm edits and approves it.
5. The page is published for that client, with the date it was updated.

This is the target flow from my sample build notes. Steps 1 and 2 against a live QuickBooks company are not available yet, see the next section.

What is built today, and what is not yet

In place today:

• A working sample report built on made-up data, with the checks above and the draft-until-reviewed note.
• A test version ("sandbox") of the part that connects to QuickBooks and serves each client's page. It sits behind a login (Cloudflare Access with a one-time code). Each person gets a role, and a client viewer role sees only their own client.

Not in place yet:

• A live connection to a real QuickBooks company. That needs approval from Intuit, which I have prepared but not submitted.
• The same login set up for real clients. It exists in the test version only, and there is no production version yet.
• Support for accounting systems other than QuickBooks Online. If you use Xero or another system, ask.

I would rather say this now than have you find out later.

Who it is for

Owners of fractional CFO firms, bookkeeping firms and small business finance firms who want to give each client a clear page without building one by hand every month.

What I do not do

• I do not give accounting advice or assurance on these reports. They are management reports. Your firm owns the review.
• I do not ask for your clients' bank logins.
• I am not selling a software subscription.

About me

I am Brett Halverson. I have 30+ years in SQL and reporting. Tools: SQL Server, Oracle, MySQL, Postgres, SSRS, Power BI, Tableau, Crystal, QuickBooks and more. I have solid QuickBooks experience. I use software tools to speed up drafting. I review the work myself.

HalversonCo, Liberty Hill, TX

Questions

What is a CEO dashboard?

One page that shows a business owner the few numbers they act on, such as profit, cash, what customers owe and bills due soon, with the date the numbers were updated.

Which accounting systems?

QuickBooks Online first. Xero and others: ask.

Does it change anything in my client's books?

It is read only by design. My software only calls the QuickBooks read endpoints, through a built-in allowlist, and it never writes. QuickBooks does not offer a read-only permission for its accounting data. Intuit uses one accounting permission that covers both reading and writing. So the read-only rule is in my software, not a limit set by QuickBooks.

How much does it cost?

I quote it for your firm after we talk. No price is published on this page.

Can I see it?

Yes. On the first call I can show you a sample built on made-up data. The first call is free.

Call to action

Tell me how many clients you would start with and which accounting system they use. We will have a short call to see if it fits. The first call is free.

Email me: brett@halversonco.com. Please do not send customer data or credentials. Please do not send client names or files either.

HalversonCo, Liberty Hill, TX

Sources

• Intuit developer help, scope com.intuit.quickbooks.accounting for the Accounting API: https://help.developer.intuit.com/s/article/403-AuthorizationFailed-Authorization-Failed
• No read-only QuickBooks scope (integrator documentation, secondary): https://finrely.com/help/what-finrely-reads and https://control-dev.mintlify.app/product-docs/integrations/quickbooks and https://turingbi.com/insights/connect-quickbooks-to-power-bi