Service
KPI Tracking and Reporting
Every business has three or four numbers that move before the bank balance does. The work is finding yours, tracking them honestly, and putting them in front of you while there is still time to act.
What we do
What This Covers
Not a dashboard full of everything. A short list of the measures that actually tell you something.
The measures that predict your results identified with you, not handed down from a template
A baseline established so you can see movement rather than a single number
Tracked and reported every month alongside the financial statements
Plain commentary on what moved and what it probably means
Early flags when a measure moves the wrong way
The list revisited as the business changes, so it does not go stale
Good fit if
You find out about problems when the bank balance drops
You have reports but no idea which numbers matter
You are making decisions on instinct and want something to check them against
You want to see a bad month coming rather than explaining it afterwards
Our Approach
How It Works
Step 1
Free consultation
A short call about how the business makes money and what you currently watch.
Step 2
Choose the measures
A short list agreed together, weighted toward the things that move before revenue does.
Step 3
Build the baseline
History pulled from the books so the first report shows a trend rather than a single figure.
Step 4
Monthly reporting
The measures reported each month with plain commentary, and a flag when something moves against you.
Our Services
Other Services
Where we work
Available Across East Texas, Dallas and Orange County
The practice is remote, so the county you are in decides very little. These are the areas Kathryn works in most.
How many measures should I be tracking?
Usually three to five. A long list gets ignored, and most of the numbers on it are describing the same thing twice.
Do I need special software?
Not usually. For most small businesses the measures come out of the bookkeeping that is already being done, and the reporting is a page you can read in two minutes.
What if I do not know which numbers matter?
That is the normal starting point and most of what the first conversation is for. The measures come out of how your business actually makes money, which is something you already know even if you have never written it down.
Contact
Talk to Kathryn
A short call, no charge and no pitch. Bring your questions and the current state of your books.
Areas served
Van Zandt, Smith, Kaufman, Wood, Dallas, Hunt and Upshur counties in Texas, plus Orange County, California
Phone
Hours
Monday to Friday
3pm to 10pm Central