Questions about working together

We start there. We'll review your accounting software, sales systems and spreadsheets to see how the data can be connected. Some sources can update automatically; others may need a file export or upload.

Monthly, weekly and daily updates are available. We'll check what your systems support and agree on a schedule. How the data connects and how often it updates affect the price.

A simple setup starts at $750 to build and $77 a month to run. Your price depends on the data sources, reporting areas and update schedule. The calculator gives you an estimate before we talk.

We'll email you to arrange the review. We'll talk through your current reports and what you want to change. If you want to go ahead, we'll send the work, price and timeline in writing before anything starts.

We first look at what you already use. We'll check the connection options and explain any limits or extra steps before recommending a setup.

Yes. We can help with Excel reporting, workbook cleanup and recurring spreadsheet tasks.

Yes. We can build or improve Power BI reports. We'll confirm the delivery, licensing and support requirements for your project.

Michael Dorio II leads each build and works directly with you on the reporting.

Yes. The dashboard examples use sample data and are available on the website.

Month-to-month plans are available. Longer agreements have their own pricing, cancellation terms and setup-fee repayment conditions.

That depends on the number of sources, the condition of the data and the reports you need. Your written scope will include an expected timeline.

We'll review the request and let you know whether it's covered by your plan or needs a separate quote.

Yes. We work with clients across the country remotely.