Know your numbers.
Grow your business.
You know your business better than anyone. I'll help you see it clearly in your numbers, so you can make the calls with confidence.
Monthly Overview
Sample report
Your software already has reports. Here's what they're missing.
Built-in charts only see one system. AI only knows what you upload that day. Neither one checks the answer against your books.
Keep the tools you have.
Your built-in reports and AI tools are great for quick checks. I build what they can't: one trusted picture of your whole business, explained by someone who knows the numbers.
A finance person who builds the reports.
I read numbers like an accountant
A finance and GL background means your reports tie out to your books, and I can explain why a number moved.
All your data in one picture
I combine QuickBooks with your spreadsheets and other data, so you can see things like margin by job or labor cost per project.
Built around your questions
The numbers you want on Monday morning, in your terms and your layout. Nothing generic.
Delivered how you work
A live dashboard you can click through, or a polished PDF in your inbox every week or month. Pick one, or mix them.
A real person, not a help article
Have a question, need a change, or don't trust a number? Email me and we'll work through it together.
You own everything
Big-company reporting on a small-business budget. It's documented, and it stays with you.
What I can build for you.
Start with one report or hand over your whole reporting process. Every project starts with a free call, so we only build what you'll use.
Business dashboards
Power BI reports connected to QuickBooks and the other data you rely on.
- Profit & loss, margins and expense trends
- A/R aging, collections and cash flow
- Job and project profitability
- Refreshes automatically on a schedule
Delivered your way
Pick the format that fits your team. No forcing everyone onto new software.
- Microsoft 365 teams: live dashboards in Power BI and Teams
- Everyone else: a secure link to the report
- Prefer your inbox? A polished PDF weekly or monthly
Report care & maintenance
For businesses that have reports but no one left to look after them.
- Fix broken refreshes and data errors
- Document how everything works
- Ongoing tweaks and new pages as you grow
Data blending & cleanup
When one system isn't the whole story.
- Combine QuickBooks with Excel and other data
- Clean up messy charts of accounts and classes
- One trusted set of numbers for everyone
Works with QuickBooks, Excel and almost anything that exports to a spreadsheet.
Ways to work together.
Starter report
One focused dashboard, like P&L or A/R, with scheduled refresh and a walkthrough.
Reporting package
A small set of connected reports for owners and managers, plus PDF delivery if you want it.
Ongoing support
A monthly care plan, or help when you need it, for changes, fixes and new requests.
See what you'd actually get.
Real sample reports built on made-up companies. The companies are fictional. The questions they answer are the same ones you ask.
Get it in your inbox
A finished PDF every week or month, with notes on what needs your attention. 2 samples, and you can send yourself a test.
Check in on a dashboard
A live report you open any time and click through. 1 live sample.
Dig into your numbers
Filters, drill-downs and what-if scenarios for owners who like to explore. Coming soon.
Simple, from first call to first report.
Free consult
We talk through the questions you want your numbers to answer and where your data lives today.
Build & review
I build a first version, walk you through it, and refine it until it reads the way you think.
Deliver & support
Reports refresh on schedule and land where you want them. I'm a message away when things change.
Hi, I'm Devon.
I come from accounting and finance, not just tech, so I build reports around the questions owners and controllers actually ask.
I started DRM Analytics & Consulting to give small and mid-sized businesses the kind of reporting usually reserved for big companies, without the big-company price tag or complexity.
Based in central Connecticut. In-person meetings nearby, remote everywhere else.