Services built to match the level of support your business needs

From recurring reporting packages to custom dashboards to strategic financial leadership, BVBI helps established companies turn messy data into clearer decisions.

Recurring reporting packages

Ideal for companies that already have data, but need clearer reporting, faster answers, and less spreadsheet chaos.

  • Monthly, weekly, or scheduled reporting built around your business rhythm

  • Profit and loss breakdowns by company, job, customer, product, or property

  • Balance sheet trend reporting and working capital visibility

  • Cash flow reporting and 13-week cash forecasting

  • Budget vs. actual tracking with clear variance visibility

  • Custom KPI scorecards for owners, operators, and finance teams

Fractional FP&A - Dashboard Development

Ideal for businesses that are ready to move beyond static reports and want live, flexible dashboards that actually support decisions.

  • Custom Power BI dashboards tailored to your business and KPIs

  • Automated data connections, refresh routines, and reporting workflows

  • Trend analysis, drilldowns, and variance reporting across key metrics

  • Scenario analysis for pricing, staffing, margin pressure, and growth decisions

  • Mobile-optimized dashboard views for owners and leaders on the go

  • Integration support for QuickBooks Online, Excel, SharePoint, and other CRMs and ERPs

Fractional CFO Advisory

Ideal for companies that need experienced financial leadership, but are not ready for a full-time CFO.

  • Cash management and short-term liquidity planning

  • Budgeting, forecasting, and forward-looking financial strategy

  • Debt evaluation, refinancing support, and capital structure guidance

  • Board, investor, and ownership reporting support

  • Decision support for growth, risk, acquisitions, and major investments

  • Cost savings and margin improvement analysis

Contact Us

Ready to take control of your numbers, or just curious what BVBI can do for your business?

We offer a free consultation, available in person, by phone, or over video, whatever works best for your schedule.

morrell@brazosvalleybi.com
(979) 431-4888

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