Question 1

What exactly do I get with a custom financial dashboard?

Accepted Answer

You’ll receive a tailored Power BI dashboard that visualizes your key financial data—like revenue, expenses, profit trends, and more. It's built around your specific business goals to help you make better decisions, faster.

Question 2

Can I see a sample before committing?

Accepted Answer

Yes! I offer sample reports so you can see what’s possible. These aren’t one-size-fits-all — they’re designed to show how your data can become insight.

Question 3

What tools do I need to get started?

Accepted Answer

All you need is a bookkeeping system (like QuickBooks, Xero, or spreadsheets). I handle the tech and build the dashboard around what you already use.

Question 4

How often is my dashboard updated?

Accepted Answer

Your dashboard can be updated automatically on a schedule (daily, weekly, or monthly), depending on your data source and service plan. I’ll help set this up during onboarding.