Dashboard Solutions optimizes and implements productivity software solutions and accounting systems, our methods include strategically mapping out and configuring integrations, and automation of third-party cloud-based tech solutions that fill in the gap within small businesses' back-end systems in a cost-effective manner.

Our methods are simple yet effective:

1) Identify challenges and priorities: assess the business need, zoom in on the intention and draw up the implementation plan.
2) Data collection and filtering: list, group, categorize and classify administrative and operational data in a systematic manner.
3) Configure an integrated cloud-based information system:  Build an intuitive architectural design that utilizes automation, accessibility, transparency, and collected knowledge.
4) Implement solution: import the distinguished data onto the applications, design, and document the workflows closely with the key users.
5) Partner with clients in achieving their priorities; maintain open communication to ensure implementation longevity and provide bookkeeping and VAT filing services when needed.

We first assess and identify the needed tech solutions, design and optimize a system and proceed to implement and configure an effective and sustainable solution. We also provide on retainer recurring digital bookkeeping and filing services.

Common business requirements:

- Employee time tracking per client, project, and service-item
- Project costing and dynamic profitability reports
- Controls over employee tasks and billable hours
- Real-time financial statements
- Reporting receivables and payables
- Cashflow review
- Budget vs. actuals progress reports

Dashboard Solutions

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