Realization that survives scrutiny
Standard value, billed value, write-ups and write-offs modeled separately, so realization by client, engagement type, and partner is a defensible measure rather than a number nobody can reproduce.
Practice reporting & client advisory
Power BI Dashboards for Accounting Firms and Practice Leaders
See realization, WIP, utilization, and client profitability without waiting for someone to rebuild the partner pack. A senior US-based engineer builds it around your time-and-billing data — and the branded client dashboards your advisory service sells. Most builds in 3–5 business days.
Representative dashboard — sample data
Two audiences, one model
The firm you run, and the reporting you sell
Accounting practices need reporting twice over: internally, to see whether the work is profitable, and externally, because advisory clients now expect dashboards rather than PDFs. We build both from one senior-led model — your realization and WIP on the inside, branded client views on the outside — and keep it refreshing.
Practice management systems report the practice. General ledgers report the client. Neither joins time, billing, collections, and the ledger into one place, which is why the partner pack is still assembled by hand every month. Power BI is where those sources finally meet.
What we build for practices
- Realization & write-offs
- WIP & unbilled time
- Staff utilization
- Client & service-line margin
- Collections & AR
- Client-facing CAS dashboards
Try us risk-free for 4 hours
Buy a block of prepaid Flex hours and, if you're unhappy within the first 4 hours, we refund you in full — no questions asked. Hours are deducted only for work you've reviewed and approved, there's no project minimum, and your banked hours never expire.
Why practices call us
Reporting built for how firms actually bill
You send the request; a senior engineer models your time, billing, and ledger data around partner-level questions.
WIP and unbilled time you can act on
Aged WIP by engagement and manager, with the jobs quietly sitting past your billing policy flagged before they become a write-off conversation in the following quarter.
Partner-level security built in
Row-level security means one report serves the whole firm: each partner sees their own book, managers see their teams, and the managing partner sees everything — enforced in the model, not by separate files.
Advisory dashboards you can sell
The same engine produces client-facing views from their QuickBooks or Xero ledger, so your CAS offering ships polished reporting without hiring an analyst to maintain it.
Capacity that flexes with busy season
Prepaid hours sit banked until you need them. Heavy in January, quiet in June — the block does not expire, and there is no retainer running through the months you do not use it.
Which metrics matter for a practice?
Firms run on five numbers: realization, utilization, WIP age, collections, and margin by client or service line. We model time entries, standard and billed rates, invoices, write-offs, and receipts so each of those is calculated once, consistently, and can be sliced by partner, manager, office, or engagement type.
The interesting analysis starts after the basics are trustworthy. Which engagement types quietly lose money once review time is counted. Which clients absorb three times the budgeted hours every year. Whether a partner's book is growing in revenue but shrinking in margin. Those questions need history and consistent definitions, which is exactly what a semantic model provides — see Power BI data modeling and DAX for how the measures are built.
Practice management reports vs the Power BI version
Here is where the reporting inside a typical time-and-billing system stops and where the dashboards we build pick up — the same time entries, made historical and joinable.
| Question | Typical system limitation | Power BI dashboard version |
|---|---|---|
| Realization | Period report, little trend or drill | Trend by partner, client, and engagement type with drill to entry |
| WIP | Balance list at a point in time | Aged buckets, movement over time, policy-breach flags |
| Utilization | Chargeable hours only | Chargeable, non-chargeable, capacity and ramp by team |
| Client profitability | Revenue without full delivery cost | Margin after staff cost, review time, and write-offs |
| Partner visibility | Exported spreadsheets per partner | One secured report, filtered by the signed-in user |
| Client-facing reporting | Manual PDF packs | Branded dashboards refreshed from the client ledger |
How do you keep partner and client data separated?
With row-level security applied in the semantic model. Each signed-in user is mapped to the clients, offices, or entities they may see, and every visual respects that filter automatically. One report serves the whole firm, and a client opening their advisory dashboard sees only their own entity.
Microsoft documents the mechanism in its guide to row-level security in Power BI (opens in new tab), and it is the right tool for a practice: security lives in the model rather than in a folder structure or a set of separate files that drift apart. We set the roles up, test them against real accounts before go-live, and document who can see what. If you want the deeper walkthrough, our guide on setting up row-level security covers the configuration in detail.
Where does the data come from?
Time and billing from your practice management platform, the ledger from QuickBooks or Xero, and payroll or capacity data where staff cost matters — the same source behind our payroll reporting builds. Extraction depends on the platform: API, database, or a scheduled export. We confirm the method for your stack in the scope estimate before any hours are used.
Practice management vendors vary enormously in what they expose, and we would rather tell you that plainly than promise a connector that does not exist. Where an API is available we use it. Where only a scheduled export exists, we build a dependable pipeline from that instead. Client ledgers come through the same route as our QuickBooks Power BI dashboards and Xero Power BI dashboards, which is what makes multi-client advisory reporting repeatable rather than bespoke every time. If your clients close their books in Sage Intacct, the Sage Intacct Power BI dashboard page covers the dimensions and statements we model. Firms serving tax-exempt clients can also see Power BI nonprofit donor dashboards.
What does this cost, and how fast is it?
You buy prepaid Flex hours that never expire: Starter 20h at $125/hr ($2,500), Growth 40h at $115/hr ($4,600), or Power 80h at $100/hr ($8,000). A first partner dashboard typically fits inside one block. Most builds ship in 3–5 business days once you approve the scope estimate.
Traditional firms charge $175–250/hr with project minimums and a 4–6 week start. Flex Support is $100–125/hr, no minimums, hours banked until you need them — which suits a business with a January that looks nothing like a June. Hours deduct only for approved work, and unused hours stay yours. See how prepaid Flex hours work. Firms delivering reporting under their own brand should also read white label Power BI for agencies.
Who is this for?
Managing partners and practice leaders at CPA and bookkeeping firms, CAS teams building an advisory line, and finance leads inside larger practices. If you sell fractional finance leadership rather than compliance work, start with Power BI for fractional CFOs; for utilization-driven consultancies more broadly, see Power BI for professional services.
The ideal fit is a firm between roughly ten and two hundred people — large enough that the partner pack takes real time each month, small enough that hiring a full-time BI analyst is not justified. It also suits practices whose existing Power BI reporting was built by a departed staff member and now needs a senior owner. Contact is form-only — send your request and we'll reply with a scope estimate.
Dashboards we build for firms
- Realization & write-off analysis
- Aged WIP & unbilled time
- Utilization & capacity planning
- Client & service-line margin
- Secured client advisory views
3–5
business days, typical
Prepaid
hours, never expire
You
own everything
Bank hours before busy season and spend them when the work lands. See Flex pricing →
How it works
From time entries to a partner pack that builds itself
- 1
Send your request
Tell us your practice management platform, how you define realization, and who should see what. We reply with a scope and hours estimate before any work begins — hours deduct only for builds you approve.
- 2
We model & secure
A senior US-based engineer builds the semantic model over time, billing, and ledger data, writes the DAX, configures row-level security by partner or client, and reconciles totals to your system — typically 3–5 business days.
- 3
Publish & maintain
We publish to your workspace, set overnight refresh so numbers are current each morning, and hand over everything. You own the model and the DAX; we keep it healthy from your banked hours.
Representative perspective
The partner pack took a manager two days a month to assemble and it was already stale when it landed. Now every partner opens the same report and sees their own book, current to this morning.Managing partner, regional CPA firm
Representative perspective
Our advisory clients wanted dashboards, not PDF packs, and we were not going to hire an analyst to build thirty of them. One model with client-level security solved it.CAS practice leader, mid-size firm
Stop rebuilding the partner pack every month
Tell us your practice management platform and the numbers your partners argue about. We'll scope the task and tell you the hours before any work begins — drawn from prepaid Flex hours that never expire, with no project minimums and no obligation.
FAQ
Questions from practice leaders
Anything with an API, a database, or a reliable scheduled export. Time-and-billing platforms, workflow tools, and document systems all vary, so we confirm the extraction method for your specific stack in the scope estimate before any hours are used rather than promising a connector that does not exist.
Yes. Row-level security in Power BI filters the model by the signed-in user, so a partner opens the same report and sees only their clients while the managing partner sees the firm. It is configured once in the model and enforced on every visual, not by hiding pages.
Yes, and it is a common CAS use case. We build one model over your client ledgers, apply row-level security so each client sees only their entity, and deliver it through your workspace. Firms wanting fully branded delivery should also read our white label Power BI page.
Busy season is when the reporting has to be automatic. We set refresh to run overnight so realization, WIP, and workload views are current each morning, and we keep monitoring them from your banked hours instead of asking your team to rebuild anything mid-season.
Only what the reporting requires, and only through access your firm controls. We work in your Power BI tenant and your source systems, you grant and revoke permissions, and you keep the model, DAX, and credentials when the engagement ends.
Book a free demo
Get senior Power BI help, on demand
Tell us the task. We scope it, you approve, and a senior consultant delivers — typically in 3–5 business days. Prepaid hours that never expire.
- Prepaid hours from $100/hour — and they never expire
- Senior-led delivery — 20+ years on the Microsoft platform
- Typical 3–5 business day turnaround
- Full refund if you’re unhappy in your first 4 hours
The fastest way to reach us is the form — tell us the task and we'll reply within one business day.