Winner Of The 2025 AICTP Certified Tax Coach of the Year

Budgeting, Forecasting & Dashboards

Budgeting, Forecasting & Dashboards Clarity for Growth-Minded Entrepreneurs

African American small business owner emails her clients.

Struggling with unpredictable cash flow or feeling unsure about when and how to invest in your business? At Ember Coaching & Financial Services, we help entrepreneurs turn financial uncertainty into confidence with clear, actionable cash flow strategies. From our bases in Destin, FL and virtually across the U.S., we support small business owners who want more than survival—they want structure, insight, and growth.

Led by CPA and Certified Tax Coach Chris Conway, our firm provides more than just spreadsheets. With over 35 years of experience in accounting, entrepreneurship, and executive coaching, Chris and the team bring strategic thinking and judgment-free guidance to every engagement. Whether you’re an online business owner, a creative entrepreneur, or a scaling service provider, we’ll help you take control of your money and plan for what’s next.

Our cash flow management services are built into our monthly packages and include customized forecasting, visual dashboards, and proactive planning support. You’ll know when you can confidently hire, when to cut back, and how to smooth seasonal fluctuations. We pair financial coaching for business owners with practical tools so you can make smart decisions in real time—not just during tax season.

Insight Today, Stability Tomorrow

Healthy cash flow is the foundation of any thriving business. Through strategic advisory for business owners, we go beyond tracking dollars—we help you understand what drives your numbers and how to leverage them for long-term success. Clients trust us to bring clarity to complexity, from managing uneven revenue cycles to mapping out sustainable growth plans.

If you’re tired of guessing your way through money decisions and want steady support from a trusted partner, Ember Coaching & Financial Services is here to help. Schedule a consultation today and discover how intentional cash flow management can bring balance and direction to your business.

Scorecards & Forecasting Dashboards

Real-Time Insights to Drive Smarter Business Decisions

In today’s fast-paced business environment, understanding your financial and operational performance isn’t optional — it’s essential. At Ember Coaching & Financial Services, we help you stay ahead of the curve with custom Scorecards and Forecasting Dashboards that turn raw data into actionable intelligence.

Whether you're looking to track KPIs, monitor trends, or project future performance, our dashboards give you the clarity you need to make informed, strategic decisions in real time.

Performance Scorecards

Scorecards provide a visual snapshot of your most critical metrics, making it easy to assess progress, identify bottlenecks, and measure results against goals.

Our performance scorecards help you:

  • Track key performance indicators (KPIs) by department or team

  • Monitor revenue, profitability, and expense trends

  • Compare actuals vs. budget in real time

  • Visualize progress toward strategic objectives

  • Align leadership and teams around shared goals

Every scorecard is fully customizable and built with your unique goals and business model in mind.

Forecasting Dashboards

Make smarter decisions with forecasting tools that provide a forward-looking view of your business. Our dashboards are designed to help you anticipate challenges, seize opportunities, and allocate resources with confidence.

Our forecasting dashboards include:

  • Cash flow and revenue forecasting

  • Scenario planning and what-if modeling

  • Sales and pipeline projections

  • Expense forecasting and cost control insights

  • Break-even analysis and profitability projections

  • Rolling 12-month forecasts and quarterly planning tools

We integrate data from your accounting, CRM, and operations tools to create a central hub for insight and planning.

Built for Decision-Makers

Our scorecards and dashboards are ideal for:

  • Business owners and executives

  • Financial controllers and operations managers

  • Sales leaders and marketing teams

  • Startups needing investor-ready reporting

  • Growing companies seeking data-driven scale strategies

Whether you want a high-level executive summary or department-specific deep dives, Ember Coaching & Financial Services delivers insights that matter.

Why Choose Ember Coaching & Financial Services?

  • Custom-Built Solutions – No cookie-cutter templates. Everything is tailored to your needs and goals.

  • Real-Time Data – We connect your existing systems to provide always-current dashboards.

  • Clarity and Simplicity – Our visuals are designed for quick understanding and fast decisions.

  • Strategic Insights – We help you turn data into direction — not just numbers on a screen.

Turn Your Data Into a Strategic Advantage

If you’re ready to lead your business with confidence and clarity, Ember Coaching & Financial Services can help. Let us build the reporting tools you need to measure success, plan ahead, and take control of your future.



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