5 reasons why taking your accounting firm to the cloud is not as risky as you would think
The cloud is still very new. The fear for accounting firms is the unknown. What does it mean to go to the cloud? What are the risks? What are the costs? What are the benefits?
Of all the above, the biggest red flag is the risks. In particular, the cyber risk….
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Data Analytic Skills for a Future Accountant using Microsoft Power BI
Each of these skills have different levels in themselves. An Accountant is more likely to have a basic knowledge, whereas a BI specialist is more likely to have…
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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…
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How much do you charge for Business Intelligence 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 base. Why? Because its monthly, recurring…
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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…
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5 Best Practice Bookkeeping Tips for when you are Reporting in Power BI
When you enter the world of Business Intelligence, it quickly makes you review your clients bookkeeping practices. It could be cleaning up existing poor practices or thinking more strategically about what reporting…
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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…
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What is Power BI?
Power BI is a suite of business analytics tools that deliver insights throughout your organisation. Connect to hundreds of data sources, simplify data prep, and drive ad hoc analysis. Produce beautiful reports, then…
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7 Reasons Why Accountants should be using Microsoft Power BI
So you are an accountant. You are aware you need some analytics software to help visualise client data. But which one should you choose? There are so many choices. Spotlight, Futrli and Fathom will likely be options you have heard about. They are advertising directly to Accountants. They are connected with Xero…
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5 Reasons Why Microsoft Power BI is the natural progression from Microsoft Excel in your Accounting Firm
Just for a moment, think about your accounting firm over the past 15 years and how critical Microsoft Excel has been to your firm. Microsoft Power BI is going to be just as critical…
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How to 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…
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Power BI V Tableau – A story from the accountant’s perspective
We have compared previously, Spotlight Reporting, Futrli and Fathom. Which are all analytics software marketing directly to accounting firms. Now I want to compare the heavyweights. The top players in the Business Intelligence…
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Power BI VS Spotlight / Fathom / Futrli
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 the dominant players. As accountants, we can become overwhelmed by choice in the market…
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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 and how they are scaling it. In the live demonstration, you will see examples with Xero, MYOB…
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Do you want to know how to scale Microsoft Power BI successfully in your Accounting Firm?
Choosing the right technology to run your advisory services can be a minefield. We are here to help. In this free online webinar we are going to give you an overview of Microsoft Power BI. We are going to show you how Microsoft Power BI is being used to deliver advisory…
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simPRO Software Integration with Microsoft Power BI
SimPRO Software Integration with Microsoft Power BI. Operational data is so powerful. Running business advisory with tools like Power BI, change the game…
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Product Discounting in Power BI with a Xero Organisation
Proactively setting budgets with your clients that involve scenario analysis. Incredibly powerful analysis for your clients!
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Create a Board Deck - Microsoft Power BI
Create a Board Deck in Microsoft Power BI – Just imagine a board meeting where you as the accountant are putting together the deck for the Directors. This dynamic…
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Profit & Loss Template - Xero - Power BI
Share a Xero Profit & Loss Statement in Microsoft Power BI. Slice it further by Customer, Supplier, Location, or a Tracking Category. You can go so much further…
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Dashboard V Report - Microsoft Power BI
How an Accounting Firm can deliver high level and detailed level Business Intelligence analytics all in one. Dashboards V Reports - What is the difference?
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