Free Blueprint: The Owner's KPI Dashboard | Keystone CFO

Free Blueprint · For Growing Small Businesses

The 10 numbers that tell you if you're on plan.

You have a real business now — a team, several moving parts, real revenue. You're just tired of reacting to last quarter. This free blueprint shows you how to run on a plan you trust.

  • The exact 10 KPIs a $750K–$2M business should watch
  • How to read them together to find what's really happening
  • The margin-by-line question most owners can't answer
  • A monthly rhythm that turns numbers into decisions
Send Me the Free Blueprint

Get the free blueprint

We'll email the blueprint and dashboard template.

We respect your inbox. Unsubscribe anytime. No spam, ever.

What's inside

From the rear-view mirror to the windshield

  • The 10 KPIs, grouped into 4 simple categories
  • Fill-in targets so you can benchmark your own business
  • How to read the relationships between metrics (where the truth lives)
  • The margin-by-line exercise that often pays for a year of CFO work
  • The monthly Populate → Review → Decide → Execute rhythm

Who it's for

For the owner ready to lead, not just react

At this stage your business has a management layer and several moving parts. The blueprint is built for small businesses with 5–15 employees and $750K–$2M in revenue — owners ready to manage toward a plan instead of steering by the rear-view mirror.

"I have a real business now. I'm tired of reacting to last quarter. I want to run it on a plan I trust."

After the guide

The blueprint is the instrument. The rhythm is the work.

Building the dashboard once is the easy part. Keeping it current, reading the relationships, and turning it into decisions every quarter is the Keystone tier ($500/month) — the practice's flagship for small business.

Book a Free 30-Minute Discovery Call

About

Strategic finance leadership, on a retainer

Keystone CFO is the fractional CFO practice of Love Wealth Management, led by John B. Love III. We give business owners the financial partner they need at every stage — from the kitchen table to the boardroom — organized around four pillars: strategic finance leadership, capital & banking, systems & controls, and growth & transaction readiness.