Pain Points We Solve for CPA Firms
Let data do the talking. Be more than a service provider—be a trusted partner.
One platform. One view. Endless possibilities.
Revenue by Client
Easily track which clients are driving the most revenue, helping you prioritize high-value relationships.
Real-Time Data
Make fast, informed decisions using live data, reducing the lag between action and insight.
Staff Efficiency
Monitor team performance in real time, identifying top performers and areas for improvement.
Seamless System Integration
Integrate with platforms like HubSpot, Xero, Bright Manager, and CCH for a centralized view of your data.
Profitability Insights
Gain visibility into which clients or projects are the most profitable, allowing you to make data-driven decisions on resource allocation.
Automated Reporting
Eliminate manual reporting with automated, real-time updates at your fingertips.
Turnaround Time
Track project and task completion times to ensure deadlines are met and improve overall productivity.
Client Transparency
Keep clients informed with tailored reports and real-time insights, building trust and strengthening your relationships.
Work Status Tracking
Stay up to date on project status for each client, ensuring nothing slips through the cracks.
Data-Driven Recommendations
Provide clients with actionable insights, helping them make better decisions and improve their operations.
How Dashboards Help Firms & Add Client Value?
Your firm’s data is more than just numbers. With PowerBI, you can visualize:
Revenue by Client
Identify your most valuable clients and direct your focus where it counts.
Staff Efficiency
Get a clear view of your team’s productivity. Optimize workloads and ensure the right resources are allocated for the right tasks.
Profitability by Project/Client
Know which clients and projects are most profitable to fine-tune pricing and strategy.
Turnaround Time
Ensure projects and tasks are completed efficiently and meet deadlines.
Work Status
Get real-time updates on client projects and task statuses, enabling proactive management and preventing bottlenecks.
Deliver transparency and trust with real–time insights your clients can rely on:
Custom Client Reports
Provide tailored reports on their projects, showing exactly where their investment is going.
Financial Clarity:
Provide transparent breakdowns of expenses, revenues, and profits, building trust in your services.
Real–Time Work Status
Keep clients informed with live updates on their projects, boosting satisfaction and confidence in your services.
Data–Driven Recommendations
Offer clients actionable insights that help them improve their operations, adding true value to your partnership.
Future–Proofing
Use data to anticipate market changes and prepare clients for upcoming challenges or opportunities.
Why Choose Our PowerBI Dashboards?
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Custom-tailored for CPA firms
Built to meet the unique needs of accounting firms.
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Real-time, actionable insights
Stay ahead of the curve with live data at your fingertips.
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End-to-end integrations
We connect with all the systems you rely on, ensuring smooth data flows.
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Enhanced decision-making
Make faster, data-driven decisions that drive growth and efficiency.
Ready to Elevate
your Service?
