Demonstration · Illustrative data · BI Consulting Services
DM

Daniel Min, CPA×BI Consulting Services

Client Accounting Services reporting board · P&L · Balance Sheet · Cash Flow · 13-period trend, actual vs budget, actual vs last year · source: QuickBooks Online
Prepared for Daniel
September 2026 · One Highland Oaks, Tampa FL
Client binder — select a client
Period basis
Statement
P&L · trailing 13 periods

Headline numbers

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13-period trend

Revenue · actual vs budget vs last year

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Breakdown

Expense lines vs budget

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Signature view · firm portfolio

Tampa waterfront — every client is a tower, every floor is a period

Selected clientOther clientsFloor height = period revenue · click a tower to switch client
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What this board answers

Three questions a client asks on the monthly call

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Ask the data · AI layer

Plain-English questions, answered from the same QuickBooks Online numbers

Ask about this client's numbers…Enter ↵
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Also from BI Consulting Services

Private AI on your own server

The "ask the data" ideas on this board are designed to run on a GPU server inside your own network — an open-weight model over your own documents, cited answers, no per-seat licence, nothing leaving the building. The short deck below explains how it works. Scroll through, or download it as a PDF.

Private AI Servers — slide 1 of 14
Private AI Servers — slide 2 of 14
Private AI Servers — slide 3 of 14
Private AI Servers — slide 4 of 14
Private AI Servers — slide 5 of 14
Private AI Servers — slide 6 of 14
Private AI Servers — slide 7 of 14
Private AI Servers — slide 8 of 14
Private AI Servers — slide 9 of 14
Private AI Servers — slide 10 of 14
Private AI Servers — slide 11 of 14
Private AI Servers — slide 12 of 14
Private AI Servers — slide 13 of 14
Private AI Servers — slide 14 of 14

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