A reporting partner for CPAs, bookkeepers and fractional CFOs
When a client asks for dashboards, monthly job reports or something that tells them what to do next, and building it is not what your firm does, send them here. You keep the client and the books; Palavir builds the reporting on top of them.
Based in metro Detroit, available to firms and their clients across Michigan and remotely across the US.
What your clients get
Monthly dashboards from the books you keep
Revenue, margin, cash and receivables from QuickBooks or Business Central, refreshed after your close and tied back to the ledger.
WIP and job reporting for contractors
A monthly WIP schedule and job-level reporting that ties to the balance sheet, so your year-end review starts from numbers that already agree.
Reports that end in a next action
Which customers to call, which jobs are losing margin, what to reorder: the decisions the owner keeps asking you about.
Something that keeps working
Checks that flag when a number stops matching the books, documentation, and a named owner on the client's side.
How it works with your firm
You keep the client and the books
Palavir does not do bookkeeping, tax, audit or advisory work, and does not compete for it. The reporting reads from the books; it never changes them.
Your close comes first
Reports refresh after your month-end close, on a date agreed with you, so nothing goes out on numbers you have not finished.
You stay in the loop
Copied on scope and handover if the client wants you there, with read access to what was built.
Fixed fee to the client
The client is quoted a fixed fee before work starts. No hourly bills to explain.
How it starts
Step 1
Send the client this page
Or introduce them by email. Nothing is sent to your clients from Palavir unless they ask.
Step 2
A 30-minute fit call with the client
What they need to see, where the data lives, and whether you want to be on the call.
Step 3
One report or dashboard first
Scope, price and date agreed in writing with the client before work starts.
Step 4
Handover
Documentation and a named owner at the client, with you copied if you want to be.
What the fit call will ask
- Which clients keep asking for reporting your firm does not build?
- Which systems do they run: QuickBooks, Business Central, something else?
- Do you want to be on the client's fit call, or just copied?
- Is there a close calendar the reports should follow?
What Palavir does not do
Bookkeeping, tax, audit, attest or CFO advisory work. Those stay with your firm.
Questions from accountants
What CPAs and fractional CFOs ask before referring a client.
Palavir, a metro Detroit BI consultancy, builds dashboards and monthly reporting for accounting firms' clients on the books the firm keeps, in QuickBooks or Business Central. The firm keeps the client relationship and the books; Palavir only builds the reporting layer.
No. Palavir does not offer bookkeeping, tax, audit or CFO advisory work. The reporting reads from the books and never changes them.
Palavir produces monthly WIP and job reporting from the client's job cost and billing data, tied to the balance sheet. Your firm still owns the revenue recognition policy and the reviewed or audited statements.
Have a client in mind?
Book a fit call for yourself or for them. Thirty minutes is enough to see whether their reporting problem is one Palavir can take off your plate.