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- What does Nerd or Geek do?
- We specialize in helping CPA firms that offer Fractional/Outsourced CFO-services provide you and/or your business clients with Customized Reports and Dashboards using Power BI.
- We’ll operate as an expert outsourced Power BI Consultant company that works with your Accounting & Finance team to transition your Database Server & Excel-based reporting to Power BI.
- Example KPI & Metrics:
- Daily comparison snapshots
- Refund Analysis
- Paid Media Performance
- Company profit/loss snapshots
- Weekly key performance indicators report
- Weekend comparison snapshots
- Phone sales team snapshot
- Affiliate revenue report
- Merchant chargeback report
- Facebook Reporting
- LTV, AOV, CPA, etc.