the financial pulse of your business

“How’s Business?” A simple question, but for many owners it can be difficult to answer.

At Brazos Valley Business Intelligence, we do just that - make you more intelligent about your business. Located in the heart of Aggieland, Brazos Valley BI helps local businesses understand their numbers, plan with clarity, and make confident decisions.

We build desktop and mobile dashboards that visualize cash flows, sales revenue, operating costs, and upcoming risks so owners can stop reacting and start steering.

Our Services

Delivered in Power Bi, Excel, or your preferred tool

    • Custom Power BI dashboards

    • Excel-based reporting solutions

    • Pocket P&L design (mobile-optimized)

    • Cash flow dashboards and variance tracking

    • Visual performance reporting (monthly or weekly)

    • 3-statement dashboard views (P&L, Balance Sheet, Cash Flow)

    • Capital Account tracking for partnerships

    • Preferred Return and IRR modeling

    • Equity waterfall logic and payout schedules

    • Cash forecasting & runway planning

    • Scenario modeling (pricing, headcount, margin pressure)

    • Budget vs actual reporting

    • Break-even and contribution margin modeling

    • Monthly summary reporting packs

    • Service business KPI dashboards

    • Technician/job margin analysis

    • Inventory and resource utilization reports

    • Pricing analytics & discount effect modeling

    • Rolling 12-month trend views

    • Commission and royalty schedules

    • QuickBooks Online (QBO) data prep & cleanup

    • Chart of accounts alignment for reporting

    • Excel report consolidation

    • Sync & export routines for QBO, Xero, Excel, or SharePoint

    • Data staging setup via SharePoint or Excel

    • Refresh scheduling for live dashboards

    • ETL-style data cleanup (no-code, native tools)

    • Power Automate for file delivery or data sync

    • Monthly reporting retainers

    • Scheduled KPI review sessions

    • Ad hoc data fixes & report enhancements

    • Template libraries & documentation for handoff

    • One-time “Reporting Sprint” builds

    • Board or investor deck visual support

    • Due diligence data summaries

    • Business plan financial sections

    • Internal finance toolkits for non-finance operators

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. No pressure, no hard pitch, just a chance to learn about your business and walk you through how we can help.

morrell@brazosvalleybi.com
(979) 431-4888