Analytics Consulting

Our experts transform financial and non-financial data into easily understandable and actionable insights. Our goal is to make financial reporting efficient, understandable and beautiful.

Managed Analytics Services

We use data tools to securely access and analyze data and present analytical findings for you and your team. We transform financial reports into goal-related automated reports and real-time dashboards, including KPIs, benchmarks, graphs, and charts to provide users with detailed intelligence about the state of the business beyond traditional financial reporting.

Data Visualization

Automated financial reporting allows you to create meaningful reports on demand for your investors, lenders, or your management team. Our software partners offer robust and flexible reporting options. Our job is to help you refine your reporting to make it understandable, relatable and beautiful.

Our CPA training in financial analytics will help you establish meaningful key performance indicators with accompanying financial metrics to ensure that you are measuring, monitoring, and reporting on the data that matters most.

Reporting Tools:
We work with reporting tools like Fathom and Spotlight to provide your company with the following benefits:


  • Data visualization
  • KPI analysis
  • Benchmarking
  • Performance consolidation for multiple entities
  • Cash flow projection tools

We've worked with

  • Upgrade Labs logo
  • 40 Year of Zen logo
  • Bulletproof Media logo
  • Neurotech 40 logo
  • GoChip logo
  • Feel Well Logo
  • COX Development logo
  • The Cedars logo
  • Foxy Boxy logo
  • Halo Brewery Logo
  • Jeremy Koreski Logo
  • One Feather logo
  • Red Door Landscape Services logo
  • Salt Spring Shine logo
  • suite genius logo
  • Team Rubicon Canada Logo
Young, professional woman sits at desk smiling to camera. She has paperwork and a laptop at the table in front of her.

Use Your Data to Improve Your Future

Metrics financial data analysis experts make sense of your data to help you make better decisions for your company. Predict future trends, monitor performance, and make educated decisions for your future.