November 10, 2022
This is a Guest Blog post by LiveFlow customers Terrell and Lola of TLTurner Group.
What if there was a way for you to create automated financial Dashboards that could help your firm generate additional revenue?
To just get right to the point, the answer is simply YES. When you combine LiveFlow + Google Data Studios, you can now create automated custom dashboards that clients are willing to pay for.
Since we started creating dashboards of this nature, clients have reached out to us requesting these dashboards and paying prices ranging from $3,500 - $10,000. This new tool has also attracted the attention of other fractional CFOs who have reached out to us asking if we could create a white-label version of this tool that they can use with their clients.
Early this year, one of our bookkeeping clients asked our firm if we could provide data visualizations and a financial dashboard for his company. At the time we had no options for doing this, so I started researching, and here were some of the challenges I found:
These hurdles definitely discouraged me from moving forward with those tools, so we kept searching until someone mentioned Google Data Studios. I spent about 15 minutes with a friend who had some experience with Google Data Studios, so he could give me a high-level overview. The overview was impressive so I spent 8 hours testing Google Data Studios and walked away with extraordinary excitement.
Google Data Studios provided the solutions that I needed for a custom data visualization and dashboarding tool and when I combined LiveFlow it now had all of the automation that I required. In one day I created a financial dashboard for my client and this helped us secure a new monthly CFO client because the client was so pleased with the simplicity and ease of use for his new financial dashboard like this:
If you want to learn more and see me walk through some of the key features of the LiveFlow + Google Data Studio then check out this short webinar below. I explain how we use the tool to generate incremental revenue for the firm.
If you are interested in more great post like this or following our weekly show, “Stuff Your Accountant Isn’t Telling You” then follow me on LinkedIn.
Still have questions? Get in touch at firstname.lastname@example.org or book a demo, we’d love to hear from you!
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