Yes. If someone on your team rebuilds the same spreadsheet every month, your business is large enough to benefit.
No. Every engagement includes a review of your data, which we then organize, clean and reconcile. We also show your team how to keep it in order.
We reconcile your data so each figure means the same thing in every report. We test and review the work ourselves, then you review it at the halfway point and again when it is eighty percent complete.
In an account in your company's own name, on a major cloud platform we select with you. We set it up and manage it day to day. You keep owner access throughout.
A report shows you what happened. We bring all your systems into one place, then explain why things happened and what we recommend. That comes in a written memo every month and a review every quarter, with time to reach us in between.
Most builds take one to two months. We confirm the timeline after the consultation.
We need access to the systems you want us to report on and one person who can answer our questions. We also need your time at the two reviews and the handoff.
One. The account that holds your data bills to your company directly, based on how much you use it. We estimate that cost before you sign.
You do. Your data lives in your company's own account. The reports and memos we prepare for you are yours to keep.
Plans start with a six month term, then run month to month. If you end the engagement, your data stays in your own account. We hand over your reports in good order.
Small and midsize businesses in most industries, from retail shops to construction companies. We do not currently serve financial services firms.
We keep each client's data separate from every other client's. Every sign in to the portal asks for the person's own password, then a one time code we send by email or text. The portal shows each person only the reports we have assigned to them and signs them out after 30 minutes without activity. We review these safeguards with you before we load any of your data.