Power BI for Accountants is here!

Power BI for Accountants is here!

I'm proud to announce after over 6 years working with Power BI in an Accounting setting, I am able to share with you what I have learned. My first video - Build a Power BI Financial Data Model with your QuickBooks Data - is LIVE!

In it, you will find step-by-step instructions from beginning to end, that will support you in taking your QuickBooks data and delivering automated, customized Profit and Loss reports to your clients.

Take control of your own data and learn to build the customized reports you've always dreamed of! With Power BI, accountants are unchained from apps that promise you the custom reports you dream of and rarely deliver. I am here to teach YOU how to fish! To teach YOU how to take charge of your data and automate the monthly tasks that take you hours. It all starts with building a GL data model.

Please join the LinkedIn Community I created to support your work, and to open your questions up to a larger audience we can all learn from. If you have questions as you make your data model, share them with the LinkedIn group.

More videos are coming soon!

I have finished recoding the Balance Sheet & Cash Flow video and that is in the editing phase. Should be released by end of January.

Then I have a long list of ones I want to do next but I'm anxious to hear your opinions!

Please leave a comment if you enjoyed the video and/or if you have requests for future topics you want me to cover!

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