Dashboard Solutions

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