Turn your business into a simple scoreboard you can actually use
For service-based business owners who are done guessing, tired of pulling reports from six different tools, and ready to make decisions with confidence
You already have the numbers, dashboards turn them into a clear, living scoreboard so you can see what’s driving profit, whether you’re on track, and where to focus next.
Clarity on what matters most
No more 20-page reports or mystery metrics. We identify the 10–15 numbers that actually move the needle for your business and bring them into one clean, visual dashboard.
Decisions without the drama
Should you hire? Increase prices? Pause a service? Your dashboard becomes the neutral third party in the room — showing trends, seasonality, and cash impact so you’re not guessing.
Time back to actually run the business
You and your team stop chasing spreadsheets and “just one more report.” Your core numbers are always up to date and ready before that leadership meeting, investor call, or tax planning session.
It’s not that you hate numbers. It’s that they’re a hot mess.
If you’re constantly asking, “Why does this feel harder than it should?” it’s usually a sign your data is scattered, your reports don’t match reality, and no one on your team is looking at the same picture of the business. Dashboards fix that.
The magic of seeing it all click
That moment when a client says, “Ohhh… now it all makes sense”, that’s the magic of numbers. Once you see your revenue, expenses, cash, and key KPIs talking to each other in one view, you can’t unsee it. And you won’t want to go back.
This is for you if…
You run a service-based business typically between $250K–$5M in revenue
You’re already using tools like QuickBooks, a CRM, scheduling software, and maybe ad platforms — but none of them “talk” to each other
You’re growth-minded and want to increase profit, not just top-line sales
You’re tired of flying blind and want a clear, visual picture of your business you can review weekly in under 15 minutes
This is not a fit if…
You avoid technology at all costs and don’t want to log into another tool
You’re not willing to share data or let go of messy spreadsheets
You want a one-time report instead of an ongoing way to run your business better
Want a peek before you commit?
Before we build anything together, see what’s possible
Download my Service Business Scoreboard, a sample dashboard + checklist that shows:
The 10 metrics every service-based business should be tracking
How those numbers connect to cash, capacity, and profit
A real example of what your future dashboard could look like
Our Process
Kickoff Call and Audit
We start with a 60–90 minute working session where we dig into your business model, revenue streams, systems, and bottlenecks. You walk away with clarity on which metrics matter most — whether we build a dashboard or not.
Design Your Dashboard
I map your key metrics into a visual dashboard layout tailored to your business: revenue, profit, AR/AP, capacity, marketing KPIs, and any other “must-see” numbers for your team.
Build & Connect the Data
Behind the scenes, I connect your tools (like QuickBooks Online, CRMs, scheduling, and marketing platforms) into a live dashboard so the data flows automatically.
Review, Refine & Train Your Team
We walk through the dashboard together, refine what you see on screen, and create a simple “how to read this” playbook so your team knows exactly what to look at each week or month.
What’s possible when your numbers stop hiding
Make weekly decisions by data → instead of waiting for quarter-end surprises
Plan hiring, capacity, and cash with a clear forecast → instead of “hoping it all works out”
Double-down on profitable services and clients → instead of treating every dollar of revenue the same
Dashboards don’t replace your gut, they sharpen it.
You still run the business.
You just do it with the lights on.
Below are some of the systems we can support
I’m Kathy Sorenson, the numbers nerd behind Joystone
For more than a decade I’ve been inside the books of small businesses; as a bookkeeper, financial strategist, and dashboard designer.
I’ve seen the same pattern over and over: smart owners working hard, juggling great tools, but still asking, “Are we actually on track?”
Dashboards are where my financial brain and my creative brain get to play together. I help you:
Clean up the story your numbers are telling
Turn that story into a clear, visual dashboard
Use it as a living tool to grow profit, not just a pretty report
Traditional financial reports are necessary, but they’re not always helpful for daily decision-making.
Dashboards bridge that gap.
They translate “accountant speak” into a clear picture your whole leadership team can use; sales, ops, marketing, and finance all looking at the same truth.
If you’re ready to stop guessing and start steering your business with real visibility, I’d love to show you what a custom dashboard could do for you.