Our Expertise

We deliver the kind of high-level financial insights traditionally reserved for large corporations. By combining our expertise with AI-powered reporting and custom Power BI dashboards, we help businesses of all sizes unlock actionable data to drive smarter, faster decisions. 

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Professional Services

We assist service providers in understanding utilization rates, realization margins, client profitability, and billable vs. non-billable time. Our AI reports and custom Power BI dashboards deliver enterprise-level insights affordably.

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Franchises & Multi-Location

Manage one location or ten with scalable tools to monitor performance, track overhead ratios and margins, and benchmark key data. With centralized Power BI reporting and real-time insights, you can make faster, data-driven decisions across your entire operation.

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Tech & SaaS Startups

We provide financial analytics for high-growth tech companies ranging from CAC, LTV, MRR, burn rate, and runway in one dashboard. Access AI-powered insight reports and essential financial KPIs tailored to your current position and future goals.

Your ambition drives growth, our insights drive results.