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If you don’t measure, you don’t know, and if you don’t know, you can’t understand.

Knowing which business activities are driving your results and which are time sinks is the key to breakthrough performance. We will help you extract your key performance indicators (KPIs) out of your accounting system, combine with other business KPIs, and create the proper reporting framework. This will allow you to be two clicks away from anything you need to know about your business, focusing your efforts on the activities that drives growth and bringing financial clarity and insight into your operations.

Knowing which business activities are driving your results and which are time sinks is the key to breakthrough performance.

Don’t know which KPIs you need? Not a problem. Our business consultants will work with you to understand your business, define the KPIs that matter most and create a financial KPI reporting framework. This will allow you to conduct your own financial analytics and give you deep data-driven insights into your business.

We will then take it one step further. Using the best business intelligence engines available, we will build you a fully-customized, single source of truth dashboard reporting system. This will allow you to visualize the progression of your business, getting the leading indicators and financial metrics you need.

You will operate your business differently from this new level of financial clarity.


Is there a free or trial dashboard available?

Due to the upfront costs associated with the creation of a dashboard, there isn’t a trial version available.

If you want a no-cost solution, we suggest using Microsoft Power BI Desktop, which is free and allows you to connect to hundreds of standard data sources.

Are there any restrictions on the accounting software we use?

No, we can work with any software system, however the software can limit the data exposure that allows us to track the KPIs required. We will work with the limitations in place and, if necessary, will find proxy measurements instead.

How long does it take to set up an interactive dashboard?

Best results come from combining the dashboard creation with a workflow engagement as this allows us to ensure that the system is well designed and generating consistent data. Therefore, the implementation time ranges from one to three months.

Can you assist with an Enterprise Resources Planning (ERP) evaluation and implementation?

Absolutely. Being involved early in the process will allow us to ensure that you have advanced predictive capabilities available in your accounting and management system from day one. We will also provide on-going monitoring to ensure that you are having success with your new ERP system. We have worked with a wide range of ERP systems from cloud accounting for service industries to internal server-based ERPs for manufacturers.

Core Services

We offer a range of financial services to small and medium-sized businesses and professionals. These are our primary service offerings; however, every business is unique, and we will work with you to come up with a customized service plan for your situation.


This tier of services is getting clear financial reporting on past performance.


This tier is getting systems in place to prevent disruption while generating consistent financial information.


This tier is obtaining deep insights into your business and forecasting future performance.

Get more out of my financial system.