The 360° view of your tax office
Controlling for tax consultants does not have to be difficult. Get the eagle eye view you need for law firm development . With 26 ready-to-use Power BI dashboards, you have a 360° view of all law firm key figures such as sales, client and employee development.
Full control over all KPIs
Lack of overview of key figures , tedious time tracking and planning of employees, poor or incomplete data quality due to number cemeteries - with an increasing amount of data, tax consultants and tax offices are faced with the challenge of transparent tax office controlling to operate. After this online course you will be able to:
- Make data-driven decisions
- Take full control of all law firm metrics
- Working on the company instead of in the company
26 interactive Power BI dashboard templates including instructions
Don't worry, no programming knowledge is necessary. In Steuerkanzlei Controlling you get 26 ready-made Power BI templates that you can easily adapt to your needs. Also included are detailed video instructions and a DATEV invoice analysis .
Carsten Schulz has been dealing with the same topics again and again for almost 15 years as inventor and founder of the HSP GROUP, a Germany-wide cooperation network of tax consultants, lawyers and auditors:
- How does the strategic alignment of a tax office succeed?
- How do you find the right clients?
- How can you bind employees to a law firm in the long term?
That's what other accountants say
"There are lasting results here, from someone who has the concentrated knowledge of law firm controlling, Power BI and data from DATEV and who conveys it to you in a user-specific manner ."
"After DATEV canceled the MIS, we finally have a tool that you can work with reliably and no longer have to struggle through the information system."
"We've been using Carsten Schulz's PowerBI tool for a few months and we're thrilled . Once set up, it provides all the key figures that are required for law firm controlling."
"We have been using ready-made templates for Power BI based on the DATEV evaluation data for law firm controlling since 2020 under Carsten's valuable guidance . We are enthusiastic about the variety of evaluation options and the ease of use . This is how controlling is fun.”
The HSP GROUP is regarded by many as one of the innovative drivers of the tax consulting industry and Carsten Schulz, as the founder of the HSP GROUP, is the main driving force behind its development and strategic expansion.
Introduction & preparatory work
- Introduction to the topic & requirements
- Creation of exports from EO comfort
- Creation of the exports for the
DATEV invoice analysis
- Reading the data into the
Power BI template
The individual dashboards office controlling
- General introduction to Power BI
- Sales & DB current year
- degrees of completion &
plan time monitoring
- Financial Analysis
- planning control
- Analysis clients / employees
- Open expense items
- Fee analysis overview
- Individual employee analysis all
- Administration times analysis tree
- Sales & DB Partners
- Turnover & DB all years
- Management times every year
- Fee Analysis Detail
- Sales & DB Team
- Revenue & DB Scatterplots
- Time analysis & hourly rate
- Multi-evaluation turnover & DB
- Management times for InPlan
- Turnover inactive & active
- Multi-evaluation times
- The 3 Year Race
- DATEV cost analysis
- The Proving Grounds
make design adjustments
- Change office logo and colors
Yes, this online course is about analyzing DATEV EO Comfort in connection with Power BI.