Data Analytic Skills for a Future Accountant using Microsoft Power BI

Data Analytic Skills for a Future Accountant using Microsoft Power BI.   Level 1 – Needed – DAX (Data Analysis Expressions) – Very similar to Excel formula.   Level 2 –  Good to have – M Formula (Power Query) – Used when...
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Sales & Wages by TIME – Power BI

BLENDED DATA Kounta & Deputy to track Sales & Wages by TIME across the day. Microsoft #PowerBI gives you that flexibility to slice blended data and show your SME analysis like they would have never seen before. Accounting firms have the opportunity...
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Finding The BI Specialists – Options to deliver Custom Client Reporting in your Accounting Firm

There are some clients that are so valuable to your firm that you just cannot lose them. They demand your attention or at least are in need of the facilitation of introductions to the right people to ensure they are being serviced well. These clients...
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How much do you charge for Business Intelligence in your Accounting Firm?

  Recommended Pre-Reading.   Where to start – Power BI in your Accounting Firm.   I wanted to write to you today about pricing analytic services in your accounting firm. A set of dashboards and reports which are scaled across your client...
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5 Best Practice Bookkeeping Tips for when you are Reporting in Power BI

  #DISCLAIMER – This article is written from the perspective of an Accounting Firm servicing the Small & Medium-sized Enterprises (SME).   When you enter the world of Business Intelligence, it quickly makes you review your clients...
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Where to start – Power BI in your Accounting Firm

How to effectively start using Power BI in your accounting firm. Power BI can assist with either Management Reporting OR Custom Client Reporting   Management Reporting – This type of reporting is widely used in accounting firms, previously using...
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Budget V Actual Quarterly Management Reporting with Power BI

  The most common management report I see accountants deliver to clients is a quarterly Budget V Actual Profit & Loss. Check out this Intuit #QuickbooksOnline Turn Key solution using Microsoft #PowerBI   Where do you start when implementing...
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Power BI VS Spotlight / Fathom / Futrli

POWER BI VS THE TRIFECTA (Spotlight, Fathom, Futrli) – (Article Updated – April 2019) The accounting industry is spoilt for choice in the analytics space right now. The trifecta are certainly not the only choices you have. They are just...
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