See your numbers in one place.
We pull the information out of QuickBooks, your spreadsheets, and your industry software, clean it up, and put it on one screen you can trust. It updates on its own.
One clear view
Dashboards and reports, updated automatically
One reliable place
Cleaned, matched, and checked
Accounting
Spreadsheets
Industry tool
From five places to one
Numbers nobody fully trusts
Hours in one system, costs in another, and the real answer in a spreadsheet only one person understands. Every report means exporting, pasting, and fixing.
One screen, always current
The same information, pulled together and checked automatically. You open it and the answer is there.
- Everyone looks at the same numbers
- Reports build themselves on schedule
- You get a warning before a job goes over
- It doesn't depend on one person's spreadsheet
Three parts, in plain terms
Dashboards & reporting
One clear view of your numbers, updated automatically. Built around the questions you actually ask.
- Did we make money on that job?
- Are our projects on budget?
- Owner and client reports that build themselves
Usually built in Power BI, or the reporting tool you already own.
Connecting your systems
QuickBooks, spreadsheets, and your industry software, talking to each other. Enter something once and it shows up everywhere it should.
Cleanup & migration
Move off old systems and messy spreadsheets into one reliable place. We fix duplicates and gaps on the way, and nothing gets lost.
cleaning_servicesWhat this has done for others
Results from our own past client work. We don't name clients.
Three ways to start
Free consultation
No cost · No obligation
Other consultants charge for a review like this. We look at where your numbers live today and tell you where the quickest win is.
- A look at how you work today
- The quickest win, in plain English
- Advice that's yours to keep
Project
Fixed scope · Fixed price
One clear deliverable, like a job profitability dashboard or a move off an old system. You know the cost before we start.
- Agreed scope in writing
- One price, no surprises
- A working result you can use
Ongoing support
Billed monthly
Your part-time data and automation team. We keep the reports right and add new ones as the business changes.
- Reports and connections kept working
- New dashboards as you need them
- Someone to call when something looks off
Clean numbers first. Then cut the busywork.
Once your information is in one place, we can make the routine work run on its own: documents read and entered, updates sent, data moved between apps.
Tell us what's slowing you down.
We'll reply within one business day with where we'd start.
The first consultation is free. Other firms charge for a review like this.
Book a free call