Your trusted Power BI partner.

Power BI is a leading data & analytics solution that exposes & reports data to drive insights for your business. We can help you unlock its full potential.

Our experts work with you from strategy to execution management — rapidly optimizing finance & business processes, accelerating your close, and increasing visibility for senior leaders. We’re more than technologists. We’re financial analysts, CPAs, and experienced consultants with deep functional expertise in financial close, planning, and reporting who specialize in high-growth, private equity-backed environments. Put simply: we know how to leverage Power BI to drive value creation.

Power BI's key benefits.

Data visualization

Create charts, dashboards, and interactive visualizations that make data interpretation quick and easy and allow drilldowns into data for actionable insights.

Data modeling

Build data models to support unique analysis needs and complex data relationships.

Data integration

Integrate data from disparate systems to create a single source of truth with relational database functionality.

Real-time reporting

Make accurate decisions based on up-to-date and interactive reports.

Real world results.

CLIENT STORY

Treating veterinary hospital rollup with technology solutions

You’re a veterinary hospital rollup of over 60 hospitals. Your growth has been nourished by rapid acquisitions whose historical financials were all cash basis accounting. They need to be converted to accrual basis to integrate with your books and records—and your finance team has not been able to keep up. Adding urgency, the sponsor plans to bring you to market in the near-term. To do that, you need...

CLIENT STORY

National lubricant distributor needs to grease the wheels for a successful sale

You’re a PE-backed national lubricant distributor preparing for sale. But you’re missing the key deliverables that will allow you to provide potential buyers with accurate, data-driven answers to key diligence questions. You need help preparing for the sale—and executing the transaction.

Meet a few
of our experts.

Jeremy Pawlak

Managing Director

Jeremy is a Managing Director who has cross-functional experience working with executive teams in the areas of finance, accounting, operations, and strategy. Jeremy is a CFA Charterholder and Certified Corporate FP&A Professional.

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Erica Thurm

Managing Director

Erica is a Managing Director with more than a decade of experience working across financial planning and analysis, mergers and acquisitions, data analytics and accounting. Her expertise spans various industries including healthcare, technology, manufacturing and retail with companies ranging from mid-size to large multinational corporations.