Financial Dashboards & Funding Prep for Small Businesses
Nova Enterprises helps small and medium-sized businesses gain complete financial visibility. We connect your marketing, sales, and operations data into clear dashboards that show real profit, forecast cash flow, and prepare you for growth or funding, without financial overwhelm.
Why Financial Visibility Matters
Most small-business owners rely on instinct, not insight. Spreadsheets are outdated, accounting tools don’t show performance trends, and it’s hard to know what’s really driving profit.
Nova helps you take control of your numbers with real-time dashboards and metrics that make financial clarity a daily habit, not a year-end chore. When you can see what’s working, you can scale confidently and plan your next move, whether that’s hiring, expansion, or funding.
This same framework powers our flagship programs:
Dashboards and Systems We Build
- Track revenue, expenses, and margins by service or project
- Forecast cash flow 30–90 days ahead
- Visualize burn rate and profit trends in real time
- Link CRM, ads, and operations data into one dashboard
- Monitor core metrics like CAC, LTV, close rate, and retention
- Build simple weekly and monthly reports that guide decision-making
- Identify underperforming services or product lines
- Model pricing changes and margin impact before implementation
- Build profit calculators for smarter forecasting
- Prepare clean reports and visuals for investors or lenders
- Define and benchmark financial KPIs (MRR, ROI, LTV:CAC)
- Build simple, credible funding decks backed by real data
- Connect accounting, CRM, and marketing systems
- Set up live reports and alerts for cash flow or profitability shifts
- Eliminate manual reporting with automatic updates
The Impact You’ll See
- Clarity on what drives profit and what drains it
- Real-time tracking of revenue, costs, and ROI
- Confidence in decisions about hiring, scaling, or investment
- Clean financial visuals for lenders, partners, or investors
- Predictable growth supported by data, not guesswork
These insights compound when paired with Nova’s Sales & Pricing Systems → and Automation & AI → services.
How It Works
We review your accounting tools, CRM, and operational data to identify what’s missing.
We define key financial and performance KPIs that reflect your business model.
We connect data sources and build your live dashboards — fully automated and error-free.
We train you to read, share, and present your data, ready for strategic planning or investor meetings.
Who It’s For
- Service businesses ready to understand where their profit comes from
- Contractors managing multiple projects and cash-flow cycles
- Shopify and e-commerce owners tracking CAC, AOV, and LTV
- Founders preparing for bank loans, investor rounds, or expansion
- Entrepreneurs scaling from gut-based to data-driven decisions
Why Choose Nova for Financial Systems Consulting
- Profitability-First Focus: We help you make more from what you already have.
- Clear Visual Dashboards: Replace confusing reports with real-time insight.
- Cross-Tool Integration: Connect marketing, sales, and accounting data seamlessly.
- Funding-Ready Insights: Build investor-friendly visuals from day one.
- No Accounting Jargon: Simple, actionable clarity, no spreadsheets required.
- End-to-End Scalability: Works seamlessly with Nova’s Sales, Automation, and Operations frameworks.
Client Results
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I CAN NOT say enough great things about Nova Enterprises! Their service has been incredible — not only did they deliver exactly what I needed, but I also learned so much along the way. I’ve already implemented their strategies into my business, and the results have been amazing. We’re now more productive, efficient, and profitable than ever. If you’re serious about growing your business, I highly recommend Nova Enterprises!
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When I first started with Paul’s Nova Coaching program, I was hitting a ceiling at $100k/month and burning time chasing the wrong clients. Paul completely transformed how I market and sell my services. By applying his proven marketing strategies — like refining my offers, implementing high-converting funnels, and leveraging retargeting — I’ve doubled my revenue to $200k/month in just a few months. What sets Paul apart is that he doesn’t just give advice; he gives you a roadmap that works in the real world. This coaching is hands-down the best investment I’ve ever made in my business.
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I recently completed a 3-month coaching program with NovaCoaching, and I can honestly say it exceeded all my expectations. From the very first session, I felt heard, seen, and truly supported. My coach, Paul, was incredibly attentive, insightful, and generous with his knowledge and time… I’m walking away from this program with clarity, strength, and tools that I know will serve me for years to come. I can’t thank NovaCoaching enough for this incredible journey. Highly recommended to anyone ready to grow and invest in themselves. You won’t regret it!
Gain Financial Clarity and Control
Frequently Asked Questions
No. Nova focuses on visibility and decision systems, not tax or bookkeeping. We can work alongside your accountant if you have one.
Typically Google Data Studio, Airtable, or Notion, integrated with QuickBooks, Stripe, or your CRM.
No, it enhances it. We turn your data into live visuals and insights that guide daily business decisions.
Yes. We help you build data-backed reports, forecasts, and visual decks that make funding conversations smoother.
Most clients have full visibility and financial clarity within 30–45 days.
Absolutely. It connects directly with Sales, Operations, and Automation, creating a single source of truth for your entire business.