Data & BI · Accountants · UK-Wide

Power BI for Accountants

Accountants are among the heaviest users of spreadsheet-based reporting — and among the businesses that benefit most from replacing it with Power BI.

I build Power BI solutions specifically for accounting firms and bookkeepers — connecting to your practice management software and client accounting platforms to automate the reporting work that currently takes hours each month.

Book a free call Migrating from Excel?

What I build for accounting firms

From sole-practitioner bookkeepers to multi-partner accountancy firms. Each solution is built around your workflow, your software stack, and the clients you serve.

Automated management accounts

Connect directly to Xero, QuickBooks, or Sage. Pull P&L, balance sheet, and cash flow into a live dashboard that updates daily — no more month-end spreadsheet assembly.

Client-facing KPI dashboards

Give your clients a branded dashboard showing their key metrics. Differentiate your firm with a value-add that turns compliance clients into advisory relationships.

Practice performance reporting

Track your own firm's KPIs — fees by client, work in progress, staff utilisation, billing rates. Run your practice with the same rigour you apply to client accounts.

VAT & tax analytics

VAT trends, payment dates, expected liabilities. Dashboard views that give both you and your clients visibility of upcoming obligations.

Xero/QBO data extraction

Extract, clean, and model data from cloud accounting platforms. Build reports that go beyond what the native reporting tools can produce.

Multi-entity consolidation

Clients with multiple entities need consolidated group reporting. Power BI handles cross-entity roll-ups that would take hours in Excel.

Why move beyond Excel?

Excel is a remarkable tool — and for many tasks it remains the right choice. But for regular reporting, it has real limitations. Manual data refresh means reports are always looking backwards. Version control is a constant headache. Sharing large files with clients is clunky. Formula errors are invisible until they cause a problem.

Power BI connects directly to your data sources, refreshes automatically, and publishes to a secure web link your clients can bookmark. You build the model once — it runs itself from there.