Blue Heron CPAs is a CPA accounting firm that offers tax preparation, bookkeeping, tax consulting services and more!

Data Visualization Services

Centralizing and creating easy-to-understand information to enable the growth of business through financial awareness.

"If someone is going down the wrong road, he doesn’t need motivation to speed him up. What he needs is education to turn him around." – Jim Rohn

Providing Speed and Direction to Business

Utilizing data visualization with your accounting data allows you to quickly analyze revenues and expenses for better decision making and spend less time generating reports to get useful data from your accounting system. Blue Heron has developed data visualization solutions to help your business. If you would like a demo or a better understanding of what we offer at no cost, please Schedule A Meeting.

Data Visualization with Accounting Data Can Help With:

  • Analyze Financial Statements
  • Understanding Your Pipeline
  • Review Expenses in Detail
  • Understand Revenue Trends
  • Analyze Inventory Turnover
  • Bookkeeping

Data Visualization

Extract

Identifying what information is available or can be easily created.

We create an analysis of what data assets a company generates to identify what information may be available.

Transform

Using data assets and manipulating them into a resource.

Centralizing data, coding, and calculating to create information that can be used to make informed decisions

Load

Creating effective visualizations to deliver information

We develop effective dashboards through data visualization that are easy to interpret and make decisions from.
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Providers

Data Visualization Software

Power BI Logo

Power BI (Microsoft)

Blue Heron CPAs develops dashboards with the leading visualization software developed by Microsoft to bring you reliable information.

Power BI is a data visualization software that allows you to build dashboards and display information securely, quickly, and reliably.

Data Connection

quickbooks logo

Quickbooks Online API

For businesses which utilize Quickbooks Online, we utilize the Quickbooks Online API to connect clients with their accounting data.

By utilizing Quickbooks Online API, we provide clients with up-to-date information automatically, saving thousands of hours spent creating routine excel reports for executive decision making.

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Pricing

Data Visualization is often not a one-size-fits-all solution. Clients may utilize prebuilt data visualization solutions and make modifications to those solutions that fit their needs. We are happy to provide a consultation that allows us to identify what the client need is and develop a custom dashboard solution.

Quickbooks Analysis

Setup – $500
Maintenance – $50/mo
Per Frame – $10/mo

Geographic Data Analysis

Setup – $500
Data Enrichment – $CPM
Location – $250/location

Custom Analytics

Customized Pricing
Pricing Models on Fixed or Hourly Agreements
Blue Heron CPAs is a CPA accounting firm that offers tax preparation, bookkeeping, tax consulting and more!

Quickbooks Analysis

Setup – $500
Maintenance – $50/mo
Per Frame – $10/mo

Geographic Data Analysis

Setup – $500
Data Enrichment – $CPM
Location – $250/location

Custom Analytics

Customized Pricing
Pricing Models on Fixed or Hourly Agreements
Templated Frames
Quickbooks Online API Setup – Subscription paid by Owner
Access to Hosted Dashboard
Data Refresh Management
Data Cleaning and Enrichment
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