ABOut ME
Hey, I'm Katica
(Pronounced: Ka-ti-tsa)
I began my career as a scientist and earned a PhD in chemistry before transitioning into data analytics. That background shaped how I approach reporting systems today with analytical rigor, structured thinking, and a strong focus on clarity.
Today, I work with fractional CFOs to design standardized and automated client reporting systems. I transform fragmented data environments into structured, reliable dashboards that support financial analysis and strategic advisory.
By consolidating financial and operational data into one clear and consistent view, I help strengthen reporting efficiency and create the foundation for scalable CFO practices.
Why Fractional CFOs Partner With Me
Structured and standardized reporting frameworks
Automation of recurring client reporting
White label implementation under their brand
Consistent KPI architecture across multiple clients
Scalable systems that grow with your CFO practice
Analytical rigor grounded in scientific training
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Why our dashboards make an impact
With a focus on clarity and precision, we build custom dashboards that pull data from every corner of your business into one real-time source of truth. No more digging through 12–20 tools or endless spreadsheets. Our dashboards give CEOs and teams the visibility to spot bottlenecks, make smarter decisions faster, and unlock the revenue growth hidden in their data.
Who Our Dashboards Are For
Our reporting systems are built for fractional CFOs who require consistent, scalable client reporting across multiple engagements.
Created for finance leaders who value structured KPI frameworks, automated reporting processes, and clear visibility that strengthens their advisory role.
Our Process
Tailored solutions for your growth goals.
FIRST STEP
Kickoff Call
The Kickoff Call establishes the foundation for structured client reporting.
Together we assess your existing reporting workflows, define a consistent KPI framework, and determine which financial and operational data should be consolidated and automated.
SECOND STEP
Data Audit
The Data Audit evaluates your current reporting landscape.
We analyze data sources, system integrations, and KPI structures to identify gaps, redundancies, and opportunities for standardization and automation across your client portfolio.
THIRD STEP
Mock Dashboard
You receive a structured reporting blueprint outlining KPI frameworks, data flows, and dashboard architecture.
We review and refine the structure to ensure alignment with your reporting standards and multi client environment before full deployment.
FORTH STEP
Business Forecast
The Forecasting Session ensures your reporting framework supports forward looking financial analysis.
We align forecast models, key financial drivers, and dashboard structures to strengthen budgeting, cash flow planning, and strategic advisory discussions.
FIFTH STEP
Dashboard Delivery
In the final stage, we implement your reporting system and conduct a structured handover session.
You receive a guided walkthrough of the reporting framework, data flows, and KPI logic to ensure clarity, operational fit, and seamless integration into your client workflows.
What Our Clients Say About Us
Dr. Destini Copp
(founder of HobbyScool)
"Katica created an automated dashboard system that finally gave us clear visibility into everything — from registration page conversion rates to VIP pass sales and order bumps."
Deirdre Harter &
Carmen Reed-Gilkison
(formerly founders of Encore Empire)
“We can now see trends from past workshops to the present. This enables us to know what to do more of and what to do less of, effectively allowing us to hone our marketing activities to what is most essential.”
Jen Corcoran
(founder of My Super Connector)
“Katica set up my own personal dashboards so that I could see how my challenge was going in terms of live engagement, making it so much easier for me to follow up with ideal clients. Everything I learned from this
challenge I’ll tweak and perfect in the next."
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