I will build financial reports and dashboards in power bi

Your accounting export, current financial reports and the questions you want answered. For budget or departmental reporting, include the relevant budget files and department or cost centre information. Send a sample before ordering so I can confirm the right package.

Choose Basic for monthly P&L and expense reporting. Standard adds budget versus actual and cost analysis. Premium brings these together in a management reporting pack with departmental reporting and live training. If you are unsure, send your current reports and I will recommend a suitable scope.

Yes. Share your current reports so we can agree the account groupings, calculations and reporting structure. I can use them as a starting point and improve how your team explores the figures. Exact Excel layouts or print-ready reporting packs need to be reviewed before ordering.

We agree account mappings, reporting periods, sign conventions and key calculations. I then check the reports against your accounting totals and review differences with you. Your finance team confirms the accounting treatment and approves the final figures.

Yes, where your data supports it. Budget comparisons require budget figures that can be matched to actuals by account and period. Departmental analysis requires department or cost centre information, or allocation rules supplied by your finance team.

The reports are built for repeat use. You can refresh them with new files that follow the agreed structure. Scheduled refresh depends on where the files are stored and your Power BI setup. Changes to file layouts or account structures may require adjustments.

The listed packages cover structured Excel or CSV exports. Direct connections to accounting software can be reviewed separately based on available connectors, access and refresh requirements. Message me with your software name before ordering an integration.

This service builds financial reporting in Power BI from your accounting records. Your finance team remains responsible for bookkeeping, accounting policies and source-data corrections. Tax advice, statutory accounts and audit assurance are outside the service.

You receive the Power BI file and a recorded walkthrough. Premium also includes a 60-minute live training session. New reports, sources or major changes are quoted separately.

I treat your financial data as confidential and use it only to deliver and support your project. Where practical, files and reports stay in your business environment, with access limited to what I need. Share anonymised samples for initial scoping and never send passwords in chat. I can sign an NDA