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For most of our clients, Reporting & Analytics takes the form of dashboards in spreadsheets. We improve the underlying data, optimise the dashboards themselves, and ultimately elevate the quality of decision-making informed by these reports.

expert in reporting and analytics

We are experts in Reporting & Analytics

We view Accounting as having four streams: Operational (accounts payable, accounts receivable, payroll, banking), Financial (accounting standards, journal entries, reconciliations), Statutory (income tax, payroll tax, BAS, audits), and Reporting & Analytics – our specialised focus. This emphasis enables us to deliver enhanced decision-making, efficiency, growth, and value for our clients.

We help Medical & Professional Service firms

We serve both Medical & Professional service firms of all sizes. We work with Medical service firms such as GP Practices, Sonography, Radiologists, and MRI facilities. We also work with a broad range of Professional service firms such as; Recruiters, Management consultants, Engineering consultants, Law firms & IT companies.
smiling medical professional

Our 3 Step Framework

Our framework ensures you will make better and faster decisions, have more insight into your firm and gain time back in your day.

Data Diagram
We define your data and KPIs clearly, sharing the definitions broadly, and streamline the process of capturing and controlling your data, shifting conversations towards actionable insights rather than debating meanings. This approach not only builds integrity into your datasets but also fosters trust in the numbers seen.
Dashboards diagram
Design and construct a select few powerful KPIs tailored to drive your business performance. Crafted from scratch to be simple to analyse, update, and comprehend, they are purpose-built to empower decision-making.
Decisions diagram

We aid in refining your decision-making process by assisting in the design and implementation of leadership meetings and the development of roles and responsibilities for your leadership team. This results in quicker, well-informed, and consistent decision-making.

How We Deliver

Delivery Principals

We have 3 underlying principals to our delivery:

Tailored

Every business is different, and every executive has their own approach. We collaborate with you to tailor the framework and reports to fit your business and your preferred methods of operation.

Self Sufficient

We aim to make you and your team self-sufficient long term by involving you in the design process and prioritising skill transfer for independent management of Reporting & Analytics post-departure.

No system changes

We will work to maximize the use of your existing systems – not sell you a new piece of software.

Delivery Steps

1. Diagnostic

We start with a short diagnostic to understand your business. This involves interviewing stakeholders, reading existing reports and walking through your system. At the end of the diagnostic you are presented with a report detailing the maturity of your Reporting & Analytics function. This stage also informs the scope of work to undertake in delivery if you choose to proceed.

2. Delivery

During the delivery phase we work with you across the 3 streams of Data, Dashboards & Decisions. Each engagement is different but typically this will involve the creation of data guides, several financial and non financial reports, meeting frameworks as well as documented work instructions & training on each element.

3. Post Delivery Support

Although everything we work towards is to have you self sufficient at the end of the engagement, we will have regular check ins after the work is completed to ensure the framework remains on track.

We’ll work with your accounting software and CRM

We maximise the use of your existing systems, including (but not limited to):

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Ready to make better business decisions?​

"Dan has an ability to link up technology, data and finance to improve processes and provide insight which would be of benefit to all SMEs. Most businesses are struggling with too much data and you need both technology and finance expertise to synthesise information, draw out the important insights and drive action. It is unusual to find one person who can provide the expertise required from start (data collection) to finish (insightful management reports and decision making). I would recommend working with Dan to anyone looking to understand their numbers and drive outcomes more efficiently."
Clare Bradshaw
Clare BradshawChief Financial officer – Fiftyfive5
Finance & Operations Director – EY
OutfitHer - Founder
"Dan is exactly the sort of person that you would want on your finance team. Building on his exceptional accounting skills – including a rare ability to clarify even the most arcane practices! – he has developed great expertise in managerial finance, and that rare attribute: he is able to understand the business needs and translate them into analysis and reporting, as well as anyone with whom I have ever worked. Furthermore, He has an engaged and engaging style that makes him easy to work alongside. He pushes your thinking and brings new and valuable insights. Anyone who has the opportunity to work with Dan will gain clarity about their numbers, insight into what they mean, and strategic support of a high order."
Duncan Peppercorn
Duncan PeppercornCOO – Partners in Performance
Founder of Social Ventures Australia
McKinsey & Co Consultant
"Dan Evans is a superb financial analyst. He knows how to structure data, how to synthesise information into key metrics and insights, and how that should link to business decision-making. Any medium-sized or growing business that wants to improve their management information and how it is used to make decisions would benefit from Dan and his team reviewing their data, processes, metrics and reporting”
John Crosswell
John CrosswellGeneral Manager strategic developments – Commonwealth Bank of Australia
Executive General Manager, Life Risk – Executive General manager, Life Risk Suncorp Insurance
McKinsey & Co Consultant
"Dan has an ability to link up technology, data and finance to improve processes and provide insight which would be of benefit to all SMEs. Most businesses are struggling with too much data and you need both technology and finance expertise to synthesise information, draw out the important insights and drive action. It is unusual to find one person who can provide the expertise required from start (data collection) to finish (insightful management reports and decision making). I would recommend working with Dan to anyone looking to understand their numbers and drive outcomes more efficiently."
Clare Bradshaw
Clare BradshawChief Financial officer – Fiftyfive5
Finance & Operations Director – EY
OutfitHer - Founder
"Dan is exactly the sort of person that you would want on your finance team. Building on his exceptional accounting skills – including a rare ability to clarify even the most arcane practices! – he has developed great expertise in managerial finance, and that rare attribute: he is able to understand the business needs and translate them into analysis and reporting, as well as anyone with whom I have ever worked. Furthermore, He has an engaged and engaging style that makes him easy to work alongside. He pushes your thinking and brings new and valuable insights. Anyone who has the opportunity to work with Dan will gain clarity about their numbers, insight into what they mean, and strategic support of a high order."
Duncan Peppercorn
Duncan PeppercornCOO – Partners in Performance
Founder of Social Ventures Australia
McKinsey & Co Consultant
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