Are You A Fractional CFO or Bookkeeping Agency Owner That Is Drowning & Needs Help With Reporting
(To Make You Look Like A Total Legend In Front Of Your Clients?)
If so, you’re in the right place.
Jenna Moser
Certified Dashboard Designer
I'm Jenna Moser...
Hi, I’m Jenna Moser and I am obsessed with creating detailed reporting systems for high-end agencies.
Are you a Fractional CFO or Bookkeeping Agency Owner with high-ticket clients who spend between $2k and $10k to work with you each month and you’d like to offer a really incredible white glove experience to your clients by providing super detailed reports each week, then, you are in the right place.
Here’s what we find with most agency owners that we work with…you have a TON on your plate.
You’re:
- Bringing on new clients
- Managing existing relationships
- Putting out fires
- Creating content, responding to comments, managing social accounts
- The list goes on…
Jenna Moser
Certified Dashboard Designer
I'm Jenna Moser...
Hi, I’m Jenna Moser and I am obsessed with creating detailed reporting systems for high-end agencies.
Are you a Fractional CFO or Bookkeeping Agency Owner with higher ticket clients who spend between $2k and $10k to work with you each month and you’d like to offer a really incredible white glove experience to your clients by providing super detailed reports each week, then, you are in the right place.
Here’s what we find with most agency owners that we work with…you have a TON on your plate.
You’re:
- Bringing on new clients
- Managing existing relationships
- Putting out fires
- Creating content, responding to comments, managing social accounts
- The list goes on…
Can You Relate?
And on top of all of that you are also trying to track the data, the metrics and results to present to your clients in an efficient and understandable way…
Which most agency owners would agree that is absolutely way too much to handle alone. Everything starts to feel overwhelming and even harder to scale because you are trying to wear all these hats.
Because of this many agency owners feel overwhelmed, stressed out, exhausted and spread too thin. Which then leads to you becoming disconnected to your client and their results.
And ultimately that ends up in you losing great clients. Now, you have to start over again and find new clients.
Listen, there is a better way and a simpler system that top agencies are using to keep and retain clients and what we do, is set up that system for you.
As, I said, I’m Jenna Moser and I’m a numbers girl.. we create complex and detailed Dashboards to report metrics for agencies with high ticket clients.
Basically, we make you look like a genius without YOU having to lift a finger.
Want to impress your clients? That’s what we do. We make the magic happen.
Can You Relate?
And on top of all of that you are also trying to track the data, the metrics and results to present to your clients in an efficient and understandable way…
Which most agency owners would agree that is absolutely way too much to handle alone. Everything starts to feel overwhelming and even harder to scale because you are trying to wear all these hats.
Because of this many agency owners feel overwhelmed, stressed out, exhausted and spread too thin. Which then leads to you becoming disconnected to your client and their results.
And ultimately that ends up in you losing great clients. Now, you have to start over again and find new clients.
Listen, there is a better way and a simpler system that top agencies are using to keep and retain clients and what we do, is set up that system for you.
As, I said, I’m Jenna Moser and I’m a numbers girl.. we create complex and detailed Dashboards to report metrics for agencies with high ticket clients.
Basically, we make you look like a genius without YOU having to lift a finger.
Want to impress your clients? That’s what we do. We make the magic happen.
The Dashboards that we create help you to do three things:
Collect, Connect and Clarify.
COLLECT
First, we ‘collect’ all the data into one beautifully organized, visually appealing hub. This makes your clients happy, feel cared for and makes you look like a total pro.
Unfortunately very few agencies actually take the time to go this step and do it well.
CONNECT
Second, we then make the connection for your clients so they understand the metrics clearly & easily because lets be honest, most entrepreneurs want to know the bottom line, on a clear graphic and be told the results in a super simple and crystal clear format.
CLARIFY
These dashboards are automatically updated every single week with all the reporting metrics you need to show your clients when you have your weekly meetings.
And each dashboard is customized to you and your clients needs, so all the correct metrics are tracked that actually tie back to the client’s goals.
Vanity metrics don’t help anyone!
The Dashboards that we create help you to do three things:
Collect, Connect and Clarify.
COLLECT
First, we ‘collect’ all the data into one beautifully organized, visually appealing hub. This makes your clients happy, feel cared for and makes you look like a total pro.
Unfortunately very few agencies actually take the time to go this step and do it well.
CONNECT
Second, we then make the connection for your clients so they understand the metrics clearly & easily because lets be honest, most entrepreneurs want to know the bottom line, on a clear graphic and be told the results in a super simple and crystal clear format.
CLARIFY
These dashboards are automatically updated every single week with all the reporting metrics you need to show your clients when you have your weekly meetings.
And each dashboard is customized to you and your clients needs, so all the correct metrics are tracked that actually tie back to the client’s goals.
Vanity metrics don’t help anyone!
These Dashboards do a few things:
- They make you look like a total professional in front of your clients so they feel well taken care of.
- They save you a ton of time because we do all the heavy lifting and make you look like a pro.
- We help you make better data driven decisions for your clients by glancing at a simple pie chart or other graphic visual.
- These dashboards help you to identify wins and watchouts in your clients ecosystem so they can truly understand the value your agency brings to their business.
- It also allows you to share potential opportunities for growth within their business with upsells and areas to maximize on what’s currently working for them.
These Dashboards do a few things:
- They make you look like a total professional in front of your clients so they feel well taken care of.
- They save you a ton of time because we do all the heavy lifting and make you look like a pro.
- We help you make better data driven decisions for your clients by glancing at a simple pie chart or other graphic visual.
- These dashboards help you to identify wins and watchouts in your clients ecosystem so they can truly understand the value your agency brings to their business.
- It also allows you to share potential opportunities for growth within their business with upsells and areas to maximize on what’s currently working for them.
So, How Does It Work?
The PROCESS is super simple.
- You book a call with our team.
- We hear more about your business.
- We then draw up a game plan for you and your clients.
- You don’t lift a finger and we make you look like a pro.
It’s really that simple.
So, How Does It Work?
The PROCESS is super simple.
- You book a call with our team.
- We hear more about your business.
- We then draw up a game plan for you and your clients.
- You don’t lift a finger and we make you look like a pro.
It’s really that simple.
How Are We Different?
Well, we are lunatics when it comes to dashboards, reporting, and numbers.
Let’s just say, we do things a little extra over here.
We love extra detail organized in a simple manager so you can data-driven decisions.
And, as I said, we build the entire dashboard for your agency, so you don’t have to lift a finger.
So if you want to take this off your plate entirely, let’s just say, we do ALL of it.
We offer white glove delivery service with your dashboard so we make it super stress free.
How Are We Different?
Well, we are lunatics when it comes to dashboards, reporting, and numbers.
Let’s just say, we do things a little extra over here.
We love extra detail organized in a simple manager so you can data-driven decisions.
And, as I said, we build the entire dashboard for your agency, so you don’t have to lift a finger.
So if you want to take this off your plate entirely, let’s just say, we do ALL of it.
We offer white glove delivery service with your dashboard so we make it super stress free.
White Glove Delivery Service
So if you are ready to scale your business to the next level and you need a strategic partner to get you there, then look no further.
Let’s help your clients get more wins, more clarity and better results.
And let’s help you get the admiration you SO deserve from your clients.
True professionals show up over delivering for their clients.
This will give you that edge over other agencies and your clients will be forever grateful and excited to send you new clients.
So, if you are ready for these kind of results:
- Scale your Agency to the next level in the next 90 days
- Increase your profitability substantially with current clients, upsells and raising your rates for new clients
- Retain clients for 2-3x longer than normal
Basically, we are here to make you look like a legend, relieve some of your stress and massively grow your agency.
Let’s do this…
White Glove Delivery Service
So if you are ready to scale your business to the next level and you need a strategic partner to get you there, then look no further.
Let’s help your clients get more wins, more clarity and better results.
And let’s help you get the admiration you SO deserve from your clients.
True professionals show up over delivering for their clients.
This will give you that edge over other agencies and your clients will be forever grateful and excited to send you new clients.
So, if you are ready for these kind of results:
- Scale your Agency to the next level in the next 90 days
- Increase your profitability substantially with current clients, upsells and raising your rates for new clients
- Retain clients for 2-3x longer than normal
Basically, we are here to make you look like a legend, relieve some of your stress and massively grow your agency.
Let’s do this…