01
Dashboards
Firm KPI dashboard
Realization, WIP, AR aging, and billing pulled live from QBO and your practice system into one panel every partner reads. No month-end wait, no exports.
RealizationWIPAR agingPer-partner drill-down
Services
The analytics your business runs on, finally built right.
Start with the decision you keep making late or the report that keeps eating a day: a KPI dashboard, a business intelligence model, a cashflow forecast, or a monthly reporting pack. Built from the data you already have, kept current on a schedule.
10-14
business days to a first live dashboard
3-4
weeks for a full BI model or forecast engine
0
new logins your team has to learn
What we build
Five ways to turn idle data into decisions.
Each one starts from data you already have and is scoped to your metrics, tools, and how fast you actually need the numbers. Pick the one that unblocks a decision.
02
Business intelligence
Business intelligence dashboard
A proper data model with automated refresh, role-based views, and drill-downs that work. Built the way an enterprise BI team would, but scoped for a small business.
Data modelAutomated refreshRole-based viewsSource of truth
03
Forecasting
Cashflow forecasting
A rolling 13-week forecast refreshed from live actuals and aging, with early alerts before a balance trends negative or a covenant is at risk.
13-week forecastLow-balance alertsCovenant watchRefreshed daily
04
Reporting
Monthly reporting package
The recurring P&L trend, margins, and variances generated and delivered after each close, branded per client. You review the numbers instead of rebuilding them.
P&L trendMarginsVariancesBranded delivery
05
Data automation
Spreadsheet & data automation
The half-day recurring spreadsheet (commission runs, KPI rollups, reconciliations) rebuilt as a one-click or scheduled job, documented and handed off.
Power QueryScheduled runsKPI rollupsNo consultant lock-in
Specialty lane
Accounting and finance is the specialty for a reason.
Those teams live on dense, high-stakes numbers: realization, WIP, AR aging, cashflow, and partner dashboards. That makes the niche a strong proof point. The same analysis travels to any business with real data and no one to model it.
Useful for
- CPA and bookkeeping firms (and their clients)
- Fractional CFO practices
- Service businesses flying blind on pipeline
- Medical and professional offices
- Any team rebuilding the same report every week
Service library
Concrete starting points, with real price ranges.
Accounting-focused today because those numbers are dense and make useful proof points. The same builds adapt to any business with data sitting idle.
Dashboard
Firm KPI Dashboard
Real-time realization rate, WIP, AR aging, and billing metrics pulled from QBO and your practice management system, surfaced to every partner in one live panel.
BI · Analytics
Business Intelligence Dashboard
A Power BI, Tableau, or Looker Studio dashboard built around the operational metrics that actually drive your business: modeled, automated, and refreshed without anyone touching a spreadsheet.
Advisory · Forecast
Cashflow Forecast Agent
A rolling 13-week cashflow forecast per client, pulled live from QBO actuals, AR/AP aging, payroll cadence, and recurring revenue, with auto-alerts for low balance projections and covenant risks.
Reporting
Monthly Client Snapshot
One trigger after QBO close: auto-generated PDF report and branded web dashboard per client, delivered before the 5th. No manual data pulls, no formatting.
Excel · Automation
Excel & Spreadsheet Automation
Custom Excel and Google Sheets automations using Power Query, Office Scripts, VBA, or Apps Script, built by a data analyst who has automated these workflows in three previous corporate roles.
Dashboard Mapping Call
Bring us one report you no longer want to rebuild.
In a 20-minute Dashboard Mapping Call, we will identify the decision the dashboard should support, the metrics it should contain, where the data currently lives, and the most practical first build.