Excel-Based Dashboards

Stop Wasting Time Running Reports From Your Practice Management System

Why you need an accounting firm dashboard

Wouldn’t it be great if you had one report that contained WIP, A/R, invoiced amounts, payments, write-offs, and realization?  Wouldn’t it be even better if that one report allowed you to view these metrics by month, partner, department, or office location?  And what if that same report gave you drill-down capabilities to view these metrics for individual clients?

If you use some of the accounting industry’s most popular practice management systems, you’ll find yourself having to run 10 different reports in order to get all this data, manually merging these datapoints together in an Excel spreadsheet, then still having to go back into the system to view client-level metrics.

Flat Fee Consulting has developed an Excel-based Dashboard that generates all these metrics into one easy-to-use Excel spreadsheet.

Why We Sell an Excel-based Dashboard

Two of the roadblocks for many accounting firms who would like to implement a dashboard are technology and cost.  Here are a few reasons why we opted to develop an Excel-based Dashboard as opposed to using a dashboarding tool like PowerBI or Tableau:

  1. Accountants already know Excel, so your firm’s leaders won’t have to learn how to use a new tool.
  2. You already have Excel, so there is no need for you to purchase new software licenses.
  3. Eventually the responsibility of the dashboard can be easily transitioned to someone within your firm, while PowerBI or Tableau may require you to have a software programmer or database expert on hand to maintain it.

Purchase an Excel-based Dashboard from Flat Fee Consulting for lower cost, easier use, and quicker implementation.

Why Hire Flat Fee Consulting?

Your Firm leaders will love it. With quicker access to your most crucial metrics, Firm leaders can spend time analyzing your Firm’s performance rather than wasting time running numerous reports.

Your Partners will love it. Our Excel-based Dashboard will give your Partners quicker visibility into the clients and staff needing their attention.

You’ll love seeing your value grow. Whether you’re positioning your Firm to be sold or looking to grow your most profitable service lines, our Excel-based Dashboard is your one-stop shop to evaluate your firm’s growth.

Ready for your Flat Fee Quote?