Dashboard Maintenance
Keep dashboards updated and accurate monthly.
Service Description
The Dashboard Maintenance service provides ongoing monthly updates and maintenance for up to three dashboards, ensuring that financial and operational data remains current, reliable, and ready for informed decision-making. Dashboards are reviewed regularly to confirm data integrity and accuracy. ➣ Monthly refresh of financial and operational dashboards ➣ Verification of data accuracy and integrity ➣ Updates to reflect changes in accounts, categories, or business activity ➣ Delivery of updated dashboards in QuickBooks, Xero, Tableau, or Power BI
Cancellation Policy
Appointments are available by reservation only. Clients can book consultations or services online or by making a request. Please arrive on time to ensure the full duration of your appointment. Cancellations or reschedules require at least 24 hours’ notice. Missed appointments or late cancellations may result in a fee. Services are confirmed once payment or subscription is received.