Financial Dashboard for Small Business
Get better visibility of your financial performance. The Corelytics Financial Dashboard helps small businesses build a better management process for stressed small business owners.
Find A Pro
Tom Stimson CTS, President of The Stimson Group "One thing I always tell my clients is that you can't achieve real growth without a financial roadmap. This dashboard is the perfect tool to create that roadmap and I'm enthusiastically recommending it to business owners."
Need an Advisor?
Searching to find an accountant, but really need an expert to keep an eye out for financial challenges and opportunities while you’re busy working in your business? Look no further. A Corelytics Business Advisor can help you
Assess your current financial performance and compare to others in your industry  |
 Monitor performance and interpret the results with you monthly, quarterly or yearly |
 Perform valuation of your business or analyze a business you may be looking at buying |
Most of our advisors can work remotely so you can collaborate directly with them from your computer no matter where you are! With a shared dashboard, you can even work together to uncover what your financials are showing you and how to address them or share them with your team.
To get started, fill out and submit the form on this page with a short summary of what you’re looking for.
Then, we’ll put you in touch with at least one of our Corelytics Certified Advisors that you can interview.
Featured Advisors
| One Accord Partners (Various US) | Lowe's Financial (TX) | ||
| Ascencio Accounting (CA) | Patton & Associates (TX) | ||
| Core Performance Consulting (CA) | Yount, Hyde & Barbour, PC (VA) | ||
| Klepp & Associates (CA) | Terry Wyman (WA) | ||
| The Tax Office, Inc. (CA) |
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| Trackpoint Business Advisors (CA) | Silverman Consulting (WA) | ||
| Obermeier & Associates (MN) | Val Barschaw, Inc. (WA) | ||
| Gina's Internet Advising (PA) | XGenex (US) | ||
| Balancing Act (TN) | Logicon Solutions (Ontario, CAN) | ||
| Austin Dale (TX) | One Accord in the AV Industry (National) |
Find a pro now!
Let us know your needs and we'll find a match! Many of our advisors work virtually so if we don't find one in your area, they can consult with you by phone.
Become an Advisor
If you consult with clients, find out more about becoming an Advisor