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Accounting FirmsBusiness Intelligence & Reporting

Business Intelligence & Reporting for accounting firms.

Every number you run the business on, in one place you trust.

For accounting firms, bi & reporting sits against a different operating reality than it does in a generic engagement. Client document collection runs on email and reminders, so the close and tax-prep process stalls chasing missing files.

We pull the numbers you run the business on out of the spreadsheets and disconnected dashboards and into one place your whole team trusts. The full breakdown of how we run BI & Reporting for accounting firms, including the industry-specific tactics, the benchmarks, and the FAQ buyers ask us before signing, lives on the service-first page.

What's included

Top deliverables for accounting firms.

  • Discovery and a fixed-bid proposal mapping data sources to KPIs
  • Light data warehouse on Postgres or BigQuery
  • Data pipelines from your CRM, billing, ERP, and product
  • dbt models that transform raw data into reporting tables
  • Agreed KPI definitions documented so a metric means one thing
  • See the full deliverables list →
Full breakdown

See the full Business Intelligence & Reporting for Accounting Firms breakdown.

Pricing, process, tactics, case study, and the full FAQ, all framed against the accounting firms unit economics.