Proof, not promises.

Here's what I'm building right now. Each piece is marked with its status. Names are changed, and sample data is labeled.

case-01
Which clients cost money, and who's carrying the load?
A CPA firm was rebuilding its management reports by hand every month, from separate Excel exports. None of them could answer a question that crossed reports. I joined those exports into one model and put a working demo in front of the partners early. They react to something real while I build the automated version.
verifiedOpen case
case-02
A client asks a quick question. Why does it take half a day?
An accounting firm's staff spent three to four hours on every ad-hoc client request: pull QuickBooks into Excel, rework an old template, check it by hand. I mapped each client's chart of accounts and built fixed checks, so a request becomes a checked, interactive report in minutes. The staff only validate it.
verifiedOpen case
case-03
The monthly numbers: built, checked and sent before anyone asks.
An accounting firm's staff spent a few hours per client, every month, rebuilding each owner's monthly pack by hand. I put the pack on a schedule. Once the month's books close, five interactive reports are built from them and checked by fixed rules, and an accountant approves the pack before it goes out.
verifiedOpen case

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Which clients cost money, and who's carrying the load?