Power BI reporting · Connecticut-based, remote-friendly

Reports that make sense.

I turn QuickBooks and the rest of your business data into clear, reliable reports — as interactive dashboards, or as a clean PDF in your inbox every month.

Monthly Overview

Sample report
Revenue
Gross margin
Open A/R
Revenue by month
Expense mix
Services

Reporting that fits how your business already works.

QuickBooks dashboards

Power BI reports built on your QuickBooks data — and blended with spreadsheets, CRMs or other systems when one source isn't the whole story.

Delivered your way

Interactive dashboards for teams on Microsoft 365, shareable reports for teams that aren't, or a polished PDF emailed on a schedule.

Report care & maintenance

Inherited reports and nobody left who knows how they work? I'll take them over, fix what's broken and keep them running.

How it works

Simple, from first call to first report.

01

Free consult

We talk through the questions you want your numbers to answer and where your data lives today.

02

Build & review

I build a first version, walk you through it, and refine it until it reads the way you think.

03

Deliver & support

Reports refresh on schedule and land where you want them. I'm a message away when things change.

About

Hi, I'm Devon.

I come from accounting and finance, not just tech — so I build reports around the questions owners and controllers actually ask.

Let's make your numbers make sense.

A free 30-minute call — no pressure, just a look at what you have and what's possible.