About Us

  • 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.