Executive Reporting Dashboard for CPA Firm Built a real-time executive dashboard for a CPA firm, ...Executive Reporting Dashboard for CPA Firm Built a real-time executive dashboard for a CPA firm, ...
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Executive Reporting Dashboard for CPA Firm
Built a real-time executive dashboard for a CPA firm, replacing manual exports with live data across four systems: QuickBooks, Harvest, Pipedrive, and Monday.com.
One unified view across revenue, margins, MRR, team utilization, pipeline conversion, and client portfolio metrics. Five configurable views with week/month/quarter/YTD comparisons and in-app metric documentation.
Leadership sees current numbers at any time. No exports, no manual prep.
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The network for creativity
Join 1.25M professional creatives like you
Connect with clients, get discovered, and run your business 100% commission-free
Creatives on Contra have earned over $150M and we are just getting started