Core Services

Power BI Dashboards & Reporting

Management and executive dashboards built for decisions, not decoration. Real-time data connections, clean models, and reporting you can trust.

  • Financial and operational dashboards
  • Budget vs actual reporting
  • Multi-entity or multi-site models
  • Custom DAX calculations
  • Row-level security implementation
  • Automated refresh schedules

Excel VBA Systems

Stabilising and modernising business-critical spreadsheets. Automation that reduces manual effort, eliminates errors, and makes complex workflows sustainable.

  • Month-end reporting automation
  • Custom Excel applications and tools
  • Refactoring fragile or undocumented files
  • Advanced UI design and user forms
  • Template standardisation
  • Error handling and audit trails

API Integration

Connecting your systems so data flows automatically. No more manual exports, copy-paste errors, or version control nightmares.

  • Xero to Power BI integration
  • CRM and operations system connections
  • REST API data pipelines
  • OAuth 2.0 authentication setup
  • Automated token refresh
  • Python and Power Query solutions

Reporting Diagnostics & Data Review

A structured assessment of existing reporting to identify what's broken, what's risky, and what needs fixing before you invest further.

  • Data integrity audits
  • Broken or implicit business logic review
  • Structural risk assessment
  • Performance and scalability analysis
  • Recommendations for improvement

Financial & Operational Reporting Systems

End-to-end reporting solutions designed for consistency, reconciliation, and long-term use by organisations that can't afford reporting failures.

  • Complete BI implementation
  • Multi-department reporting models
  • KPI framework development
  • Governance and access controls
  • Documentation and training

Ongoing Support & Advisory

Retainer-based partnership for organisations that need continuous improvement, regular updates, and priority support as their business evolves.

  • Monthly reporting system maintenance
  • New feature development
  • Priority response times
  • Strategic advisory
  • Ad-hoc analysis and troubleshooting

How I Work

My work follows a deliberate, low-noise approach designed to avoid rework, broken models, and confidence erosion:

  • Understand the business logic and what your reporting actually needs to deliver
  • Fix the data foundation with sound models and structures
  • Deliver reporting that can be trusted, maintained, and scaled

Who This Is For

I work on engagements that require proper scoping, accountability, and ownership of outcomes. This means working with organisations where:

  • Reporting is already critical to decision-making
  • Accuracy and reliability are non-negotiable
  • The cost of failure exceeds the cost of doing it properly
  • There's appetite for structured discovery and implementation

If you are seeking quick, low-cost dashboards or ad-hoc builds, this will not be the right fit.

Pricing Philosophy

Fees are determined after discovery, once complexity and responsibility are understood. This ensures:

  • Accurate scoping that accounts for real requirements
  • Sustainable solutions built for long-term use
  • No shortcuts that compromise trust in the numbers

Typical engagements range from focused diagnostic reviews to complete reporting system implementations. Ongoing support is available via monthly retainer.

Share Your Experience

Worked with me? I'd love to hear about your experience. Your feedback helps others make informed decisions.

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If your organisation relies on reporting to make decisions — and you want confidence in those numbers — I'd be happy to discuss whether I can help.

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