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...
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...
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...
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...
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...
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...
How to Scale & Deliver Advisory in your Accounting Firm
We will show you how Microsoft Power BI is being used to deliver advisory services to SME clients right now in Australia. How they are scaling it, In the live demonstration, you will see examples with Xero, MYOB, Quickbooks Online, Workflow Max, SimPro...
In 4 minutes – Scale Microsoft Power BI with Xero
In 4 minutes I’ll show you how you can build a Custom analytics solution for a Xero client and then scale it across your entire client base with Microsoft Power BI! Hello, everybody. My name is Cam from Etani. Today, I wanna show you how quickly...