Services
We work the way your business needs us to, building from scratch, augmenting your existing team, or somewhere in between.
Power BI Reporting & Dashboards
If your team is spending hours each week manually pulling data into Excel to build the same reports over and over, or if the reporting you have isn’t surfacing what actually needs your attention, there's a better way.
We connect directly to your data sources — ERP systems, CRMs, accounting platforms, spreadsheets — and build interactive Power BI dashboards that update automatically. No more manual pulls. No more stale reports. Just current, accurate data available whenever and wherever you need it.
We build across the full business:
▸ Operational: job schedules, backlog, capacity, activity reporting
▸ Sales & order: pipeline visibility, conversion rates, revenue trends
▸ Financial: P&L, variance analysis, KPI scorecards
▸ Personnel: roster analysis, turnover reporting
Our CFO and FP&A background means we understand what leadership needs to see without a lengthy requirements process which means faster delivery and less back-and-forth.
How we engage: We can do a full end-to-end buildout, work alongside your internal team to enhance existing reporting, or build the foundation and teach your team to maintain and expand it. First reports have gone live in under a week. More complex buildouts typically wrap in 60–90 days.
Book a discovery call here or interact with live sample data.
Accounting & Reporting Automation
Modern accounting systems are more powerful than most finance teams realize, and most of them are being underused.
We build queries, macros, and data imports that eliminate the repetitive manual tasks tying up your team. The goal is a faster, cleaner close process with less room for error and more time for your team to focus on work that actually requires their expertise.
This is especially valuable for growing companies where the volume of transactions is outpacing the size of the accounting team.
Book a discovery call here or see it in action.
Ongoing Support
Some clients want a one-time buildout and to take it from there. Others prefer to have an expert available as their business evolves, adding new reports, maintaining data connections, or expanding the model as the company grows.
We offer flexible ongoing support engagements for clients who want a long-term partner rather than a one-and-done vendor.
Not sure where to start?
Most engagements begin with a free 20-minute discovery call. We'll talk through your current reporting setup, what you're trying to measure, and what's realistic. No lengthy sales process - just a straightforward conversation.
Book a call at uluadvisors.com/book.