Stop losing hours every week to spreadsheets and manual reports. Get one live reporting system that shows you exactly what's happening in your business, automatically, so your time goes back into running it.
30 minutes. No pitch deck, just a look at your current reporting setup and how we can help make it better.
MICROSOFT CERTIFIED PBI-DA
FMVA CERTIFIED
11+ YRS FINANCE & OPS
No guesswork about what you're signing up for, and nothing gets built until we agree on what actually matters.
We talk through where your data lives right now, whether that's spreadsheets, your CRM, accounting software, or a mix of everything, and map out what a clean reporting system would look like for your business.
Before anything gets built, we agree on the numbers that actually matter to your business, so the system tracks what you'll use, not just what's easy to pull.
Working from your real data and the metrics we agreed on, I design and build your Power BI reporting system, tied to the numbers that drive your decisions.
Your reporting system updates itself. No more manual pulls, no more Sunday night spreadsheet work, just answers whenever you need them.
See what's happening in your business in minutes, not days.
Every number lives in one place instead of five spreadsheets that all say something different.
Your reporting system is built around the decisions you actually make, not a generic template.
Once it's live, the heavy lifting is automated. I stay on to keep it sharp as your business grows and changes.
You work with me, not a rotating cast of juniors or account managers. Same person from the first call to handover.
You'll always know what's being built, why, and what it costs, before any work starts.
Every business below runs into the same problem in a different shape. The data exists, but it's scattered, manual, and too slow to act on.
The problemListings, leads, and closings tracked across three different tools, no clear read on pipeline or agent performance.
The problemProject costs, timelines, and unit sales tracked in spreadsheets, no way to see margin per project until it's too late.
The problemStock counts, reorder points, and sales velocity scattered across your storefront, spreadsheet, and supplier emails.
The problemJobs, crews, and recurring contracts tracked manually, hard to see which ones are profitable and which are draining your schedule.
The problemWork orders, technician time, and parts costs tracked separately, no clear picture of job profitability or technician performance.
Don't see your industry here? Reach out anyway and I'll tell you honestly if we're a fit.
A cardiac clinic based in Panama had no way to track outstanding invoices without manually logging into their accounting software. I connected directly to their accounting API and built a live invoice tracking dashboard showing exactly what's outstanding.
Figures in the live report are randomized for client privacy. View live report
Every Monday, someone exported data to Excel for incomplete performance stats, with no context for whether numbers were better or worse than before. Their system had no API, so I built an automated email based pipeline, added commission calculations, and built in data checks.
Figures in the live report are randomized for client privacy. View live report
A skincare brand wanted to understand its customer base beyond basic sales totals. I built an RFM model that scores every customer on recency, frequency, and value, so the brand can see who to nurture, who's about to repeat buy, and who's at risk of churning.
Figures in the live report are randomized for client privacy. View live report
This retail company spent hours every day manually pulling reports from their inventory platform. I connected a live dashboard directly to their inventory API, so they now see stock on hand updated every hour, plus the other KPIs they used to pull by hand.
Figures in the live report are randomized for client privacy. View live report
A real estate sales team had no consolidated view of their pipeline, lead sources, or closing performance. Shown here as a randomized, anonymized version of that build, now offered as a productized sales visibility service.
Figures in the live report are randomized for client privacy. View live reportClient names are kept confidential. Each of these started as one specific, unglamorous problem. If yours looks similar, that's exactly the kind of project I take on.
Real feedback from the businesses I've helped bring their data into focus.
I'm the person you call when you need to make sense of your data.
I help small businesses and decision-makers move from messy spreadsheets and scattered reports to clean, automated reporting systems that deliver real answers, fast.
As a Microsoft Certified Power BI Data Analyst and FMVA with a finance background and over eleven years of experience across industries, I've seen firsthand how confusing and time consuming reporting can be. Most teams are stuck manually building reports, chasing numbers, or guessing what's actually going on in their business.
I don't just build reporting systems for clients, I build them with you. We work closely together to understand how your business runs, what decisions matter most, and where your data can do more. The result is a reporting system that's tailored to your goals, easy to trust, and built to grow with you.
PBI-DA CERTIFIED
FMVA CERTIFIED
11+ YEARS FINANCE & OPS
Still deciding? Here's what business owners usually ask before we get started.
Because you get me directly, not a rotating cast of juniors. With a finance background and 11+ years of experience, I build reporting systems around the decisions your business actually makes, then stay on to keep it sharp as things change.
Those are just where I've built the most reporting systems so far. If your business runs on scattered spreadsheets and manual reports, reach out anyway, I'll tell you honestly whether it's a good fit.
Most reporting systems go from discovery call to live dashboard in 2 to 3 weeks, depending on how many data sources need connecting and how much cleanup they need.
Yes. Every build includes training so your team can read and adjust it themselves, plus ongoing support as your business and questions evolve.
Pricing depends on how many data sources are involved and how complex your reporting needs are. The discovery call is where we scope that out together, so you get a clear number before any work starts.
Your data stays inside your own data warehouse and Power BI environment. I don't copy it into third party tools, and access is limited to what's needed to build and maintain your reporting system. I also sign NDAs and never share your work, data, or dashboards without your permission.