Client Portal
The Decision Point Advisory System.
A private, branded space for each client: the reports, forecasts, documents and decision points behind the monthly conversation, in one place. It’s being built now.
What it holds
One place for the numbers behind every decision.
- Financial dashboard and KPIs
- Monthly financial reports
- Cash-flow forecast
- Budget vs. actual and rolling forecast
- Decision points and action items
- Monthly and quarterly meeting summaries
- Secure document upload and retrieval
- QuickBooks® Online and other client resources
What a client receives
Keep the numbers simple. Make the decisions clear.
Most owners get a P&L, a balance sheet and a stack of reports at month end. Decision Point clients get one page that says where the business stands, what’s changed, what needs attention, what decisions are coming and what happens next.
Traditional month-end reports
- Profit & loss statement
- Balance sheet
- A/R and A/P aging reports
- Figures you have to interpret yourself
The Decision Point dashboard
- Five numbers that matter, in plain English
- What changed and why it matters
- The decisions coming up, with a date
- An action plan: who does what, by when
01 · Where the business stands
Your business today, in five numbers.
Sales, profit, cash in the bank, what customers owe and what you owe. Each one shows how it compares with last year or last month, and each one opens the detail behind it.
- Sales and profit, year to date
- Cash today vs. last month
- Receivables and payables at a glance
02 · What’s changed
What moved, and where the cash is heading.
This year against last year and against budget, side by side. Next to it, a 30 and 60 day cash outlook built from expected collections and known payments, measured against the cushion you want to keep.
- Year to date vs. last year and budget
- Cash outlook for the next 30 and 60 days
- A plain-English note when cash gets tight
03 · Decisions and next steps
The calls that need you, and the plan after them.
Every decision comes with a deadline and a short reason it matters. Below it, the action plan lists what happens next, who owns it and when it’s due, so the monthly meeting ends with a plan rather than a pile of reports.
- Decision points with a decide-by date
- A record of what’s already been decided
- Action plan with owner, date and status
04 · The detail behind it
Built for how your industry runs.
One click behind the overview sits the detail: receivables, payables, profitability, cash flow and documents. Each industry gets its own section too. For a contractor that’s Jobs & WIP, with an alert when a job’s margin slips below what it was bid at.
- Percent complete and over/under billing
- Job alerts when margin falls behind the bid
- Restaurant and e-commerce sections to match
Sample dashboard. Ridgeline Mechanical is a fictional company, and every name, job and figure shown is staged for illustration. No client data is used.
Don’t have a password yet?
Until it opens, your documents and reports move the way they do today. Email or call and we’ll send what you need.
Before the next big decision, call.
A 30-minute conversation about where the business is and what you’re weighing. No prep needed.