The owners of a marketing agency were managing their company based on data from Power BI, but they weren’t sure if it was correct. After a detailed check of the input data and reports, we uncovered errors that could have cost the company millions, and we set up the system to provide reliable figures for decision-making.
Why did the client invite us?
Data under control? Not quite… The agency owners relied on Power BI reports but were unsure of their accuracy. Everything – from project evaluation to costs – could have been distorted. Decisions based on incorrect figures could have cost the company money and time. They therefore decided to bring us in, as external experts, to audit the reports.
What did we discover?
- Accounting data was being duplicated.
- Over-invoiced costs were distorting the results.
- Projects were being evaluated using an incorrectly set gross wage.
- The agency was not tracking costs by purpose.
- Even experienced professionals couldn’t make sense of the reports.
What steps did we take?
- Accounting audit – we introduced a clearer system that minimizes errors.
- Change in information flow – everyone now has reliable data for their work.
- Management training – the leadership has clear figures and can plan with confidence.
- Postponement of the planned audit – after setting up the data correctly, an audit was not necessary, which saved the company significant costs.
Accurate figures enabled the company to make the right decisions
- The agency gained numbers that finally reflected the reality of its performance.
- Planning jobs and resources started to work much more efficiently.
- Together, this led to savings of 1.2 million CZK!
What is the key takeaway?
Even the best financial tool is only as good as the data you input into it. Poor configuration can turn into a silent but expensive trap.
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ACCURATE DATA
The company is now working with reliable data -
REPORTING
Clear and transparent for management purposes -
1 MILLION CZK SAVED
Thanks to the recommended steps
An external perspective will reveal what is and isn’t working in your company, helping you save time, costs, and worries. When the numbers add up, the company grows. Let’s set them up together so they support you in every decision.