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(817) 502-3969

(817) 502-3969

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    • Home
    • Fractional CFO/Controller
      • CFO/Controller Services
      • Monthly Power BI Example
      • Monthly Fathom Example
    • Services
      • Services Pricing
      • Sales Tax
      • Bill.com Integration
      • BC Extension Development
    • Subscriptions
      • D365 BC Subscriptions
    • About Us
    • Contact Us
  • Home
  • Fractional CFO/Controller
    • CFO/Controller Services
    • Monthly Power BI Example
    • Monthly Fathom Example
  • Services
    • Services Pricing
    • Sales Tax
    • Bill.com Integration
    • BC Extension Development
  • Subscriptions
    • D365 BC Subscriptions
  • About Us
  • Contact Us

David Boehm, CPA and Company Inc.

David Boehm, CPA and Company Inc.David Boehm, CPA and Company Inc.David Boehm, CPA and Company Inc.

Your Accounting/Financial and MS-Dynamics 365 Business Central partner

Your Accounting/Financial and MS-Dynamics 365 Business Central partnerYour Accounting/Financial and MS-Dynamics 365 Business Central partnerYour Accounting/Financial and MS-Dynamics 365 Business Central partnerYour Accounting/Financial and MS-Dynamics 365 Business Central partner

MONTHLY MANAGEMENT REPORTING PRESENTATION--Power BI version

Financial Reporting and Analysis

You may have already noticed that financial reporting and analysis can be somewhat labor-intensive in a multi-company setting within Business Central.  To tackle these challenges, we extensively utilize Microsoft's "Power BI" solution.  To the left, is an example of the type of monthly reporting package we deliver to our clients.  When you click on the example, the full interactive report will open in Power BI.  This report is based upon a fictious company ("ProfServCo") with three pleasure craft boating marinas as subsidiaries.


Our monthly reporting is not a one-size-fits-all solution.  The Report is merely a representation of the type of reporting we can perform for you.  Since every company has unique requirements, we customize our reporting to meet your specific needs.


Additionally, "Co-pilot" can be used to access a section of the report where you can pose natural language queries about your data.


If you would prefer to see the report in "PDF" version, you can click "Download PDF" (below) to view the PDF in your own PDF viewer.


Alternatively, you can simply click on the navigation link shown below the PDF to page through the PDF on our site.

Monthly Management Reporting Presentation (PDF version)

Download the PDF to view an example of our Monthly Reporting

Download PDF

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