• Primary Skill or Expertise: Excel + financial analysis
• Target Audience: Small business owners
• Preferred Business Model: Dashboard templates + monthly reporting subscription
• Existing Audience: 1,200 LinkedIn followers
Offer Name: CFO Snapshot
A lightweight financial reporting subscription for small business owners who are overwhelmed by spreadsheets and don’t know what numbers actually matter.
Each month, clients submit their raw financial exports (Stripe, QuickBooks, Shopify, bank CSVs, etc.), and they receive a clean executive dashboard with key insights, cash flow visibility, profitability tracking, and simple action recommendations.
Why this works right now:
Most small business owners already have data — they just don’t have clarity. They don’t want a full-time CFO. They want someone to turn messy numbers into decisions they can actually use.
This sits perfectly between “DIY spreadsheet chaos” and “expensive finance consultant.”
“I help small business owners turn messy financial data into simple monthly dashboards that reveal where they’re making money, losing money, and what to focus on next.”
$249/month