Live Power BI dashboards, KPI command centers, and what-if scenario tools that turn your operating data into decisions you can make in real time.
Builds from $2,900 — fixed fee, agreed in writing before any work starts.
Reports arrive weeks after month-end, retyped into Excel by hand — and by the time you see them, the moment to act has passed.
You run multiple branches or service lines, and can't see which one earns and which one leaks.
Your cash position is a monthly surprise instead of a daily fact.
Your data lives in five systems — accounting, payroll, CRM, ops — and none of them talk to each other.
Decisions first, plumbing second, charts last — because a dashboard is only as honest as the data behind it.
A dashboard is only useful if it answers the questions you actually face — staffing, pricing, branch performance, cash. We start from your decisions, not from a list of charts. You'll know the scope and the fee before any work starts.
ETL from your systems — accounting, payroll, CRM, operations — into a clean, documented data model built for speed and trust. Retyped, inconsistent data is what kills BI projects, which is why this step comes before anything visual.
Dashboard pages arrive in drafts, and your feedback shapes each round. The command center takes form around how you actually run the business — branch economics, labor, collections, cash — not a generic layout.
Sliders and scenario tools on top of the live data: test a staffing change, a volume shift, or a pricing move and watch the impact flow through to margin and cash — in the meeting, on the spot.
Your team learns to run it. Everything is built on standard Power BI with licensing you own — no proprietary lock-in, no dependency on any one person. Extend it later with a retainer, or run it yourselves.
Fixed fees, agreed in writing before any work starts — no hourly meters, no surprise invoices. For context: a fractional CFO typically runs $3,000–8,000 a month and a full-time financial analyst $85,000+ a year. This work is priced at the floor of the specialist market — senior-grade deliverables, right-sized fees, and every build is yours to keep.
Founding rates are honored for the life of the engagement and are limited to my first five clients. Complex scopes (many sources, messy data) are quoted on the call — always fixed before work begins.
Stale numbers don't just slow you down — they hide exactly the things that decide whether you make money.
Averages hide the leak. A strong location can quietly subsidize a weak one for years. Unit-level economics show where money is actually made and actually lost — so you fix the right thing.
Overtime creep and collection slippage are cheap to fix in the month they start and expensive to discover at year-end. Live reporting collapses that gap to nearly zero.
A staffing ramp gets priced with a slider before a dollar of payroll is committed. When testing a decision costs nothing, you test more decisions — and commit to better ones.
"A dashboard is only as honest as the data behind it. That's why the pipeline comes before the charts — a beautiful report on bad data is just a faster way to be wrong."
Yes — that's the most common starting point. The pipeline is built from whatever your business already produces. Messy data isn't a blocker; cleaning it is part of the job.
Power BI runs on standard Microsoft licensing that you own directly. There's no proprietary platform, no subscription to me, and nothing that stops working if our engagement ends.
Your team, after training — it's built and documented for that. If you'd rather not, a light retainer keeps it current and extends it as the business grows. Either way, the choice stays yours.
Every engagement on this page is scoped, built, and delivered personally — no hand-offs. The same rigor behind the regional-EMS build goes into yours.
The first conversation is free — bring the report you wish you had, and you'll hear what it takes to make it live.
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