Accounting
Budget vs actual analysis
A clear view of budgets, actual spending, and departmental variances.
Accounting, data & automation consultant
Clearer numbers.
Smarter workflows.
Better decisions.
I’m Michael. I help businesses improve financial reporting, make sense of their data, and automate the work that slows them down.
11+ years of experience
Finance knowledge. Technical expertise.
Selected work
Explore all projects
Data
Executive reporting dashboard
Bring revenue, expenses, and performance indicators into one reporting view.
Automation
Reconciliation workspace
Match transactions and bring exceptions forward for review.
Illustrative previews from my portfolio. Figures shown are sample data.
How I can help
View servicesBookkeeping & accounting
Process day-to-day transactions, manage AP and AR, reconcile accounts, and complete month-end reporting.
Data & analytics
Turn disconnected data into clear dashboards and useful business insights.
Process automation
Reduce repetitive work with connected tools and practical, maintainable workflows.
A process worth improving?
Tell me what your team is working through.
Work & practical solutions
From business problems
to useful systems.
Explore reporting, accounting, and automation solutions. Portfolio previews use illustrative data to keep business information private.
Accounting
Budget vs actual analysis
A clear view of budgets, actual spending, and departmental variances.
Data
Executive reporting dashboard
Bring revenue, expenses, and performance indicators into one reporting view.
Automation
Reconciliation workspace
Match transactions and bring exceptions forward for review.
Accounting
Financial close tracker
Organize close activities, task ownership, and follow-up reminders.
Data
Sales pipeline reporting
Understand deal stages, pipeline value, and conversion trends.
Data
Workforce analytics
Explore headcount, turnover, and workforce trends.
Automation
Data pipeline monitoring
Track data refreshes and surface processing exceptions.
Automation
Inventory monitoring
Review stock levels and identify items needing attention.
Accounting
Customer revenue analysis
Understand revenue distribution and customer concentration.
Data
Operations scorecard
Keep operational measures and reporting definitions together.
About & resume
Finance knowledge.
Technical expertise.
Michael Angelou Megio · Accounting, Data & Automation Consultant
I bring more than 11 years of experience across accounting, internal audit, reporting, business intelligence, and automation.
My background allows me to understand both the financial details and the systems behind them. I can investigate a discrepancy, organize the underlying data, build a useful report, and automate the steps that keep it running.
I have worked across enterprise and growing business environments. My approach starts with understanding how a team works, identifying what needs improvement, and building a solution they can confidently use and maintain.
Experience across disciplines
Accounting & internal audit
Hands-on bookkeeping, accounts payable and receivable, invoicing, general ledger entries, intercompany processing, accruals, reconciliations, month-end close, and financial reporting. Internal audit support, controls, and supporting documentation.
Reporting & business intelligence
Executive dashboards, operational reporting, data modeling, and financial analysis using Power BI, Tableau, SQL, and Excel.
Automation & data engineering
Spreadsheet solutions, reporting pipelines, API integrations, and workflow automation across business systems.
Leadership & operations
Team coordination, process documentation, reporting structures, and practical systems for growing businesses.
How I work
I start by understanding your process and the information you rely on. I review the data, identify gaps, and develop a solution that fits your team’s needs, with documentation and a practical handover.
Services & expertise
Better processes.
More useful information.
Accounting understanding and technical execution, brought together around your business needs.
Bookkeeping & Accounting Operations
I process day-to-day bookkeeping and accounting transactions, maintain account records, and complete reconciliations, month-end tasks, and financial reporting.
- Accounts payable (AP): Vendor invoice processing, coding, payment preparation, and vendor account reconciliation.
- Accounts receivable (AR): Customer invoicing, receipt posting, payment allocation, and aging follow-up.
- General ledger: Journal entries, account coding, transaction review, and ledger maintenance.
- Intercompany: Transaction processing, balance reconciliation, and follow-up on differences between entities.
- Accruals & adjustments: Prepare and post accrual entries, reversals, and period-end adjustments.
- Reconciliations: Bank, credit card, balance sheet, vendor, customer, and intercompany accounts.
- Month-end close: Complete close checklists, review account balances, prepare supporting schedules, and investigate exceptions.
- Financial reporting: Prepare financial and management reports, account summaries, and variance explanations.
- Controls & documentation: Maintain supporting records, document procedures, and support internal audit reviews.
Data & Business Intelligence
Make business information easier to understand and act on.
- Power BI and Tableau dashboards
- SQL queries, views, and data preparation
- Power Query consolidation and transformation
- Data modeling, DAX, and Power Pivot
- Data validation across sources
- KPI tracking, variance, and trend analysis
Automation & Integration
Build repeatable workflows that reduce manual effort.
- Excel VBA and Google Apps Script
- Power Automate approvals and notifications
- API integrations and scheduled data gathering
- Azure Data Factory pipelines
- SAP scripting and desktop automation
- Salesforce Spiff calculation workflows
Start with the problem.
We can work out which tools and approach fit your process.
Tools & platforms
The tools behind my work.
Platforms I use across accounting, reporting, automation, and business operations. I combine them to organize information, improve workflows, and build practical solutions.
62 tools
Accounting, close & expenses
QuickBooks
SAP
Dext
BlackLine
AICO
SAP Concur
Property management
AppFolio
Buildium
Yardi
Propertyware
Analytics & business intelligence
Power BI
Tableau
Looker
Microsoft Excel
Google Sheets
Data engineering & modeling
Microsoft Azure
Azure Data Factory
Azure Synapse Analytics
SQL
Power Query
Power Pivot
DAX
Automation & app development
Power Automate
Power Apps
Google Apps Script
Excel VBA
SAP scripting
Desktop RPA
n8n
Make
Zapier
AI assistants & agents
Microsoft Copilot
ChatGPT
Claude AI
AI agents
CRM, sales & commissions
Salesforce
HubSpot
Salesforce Spiff
Podio
Project, task & service management
Trello
monday.com
ClickUp
Jira
ServiceNow
ALM
Workspace & information management
Notion
Airtable
SharePoint
Microsoft OneDrive
Google Workspace administration
Forms & data collection
Google Forms
Microsoft Forms
Time & workforce tracking
Hubstaff
Harvest
Lucen Track
Documentation & knowledge sharing
Scribe
Wikis & knowledge bases
Design & website hosting
Canva
Vercel
Netlify
GoDaddy
Additional platforms
Rectec Direct
Videos & walkthroughs
A closer look at how I work.
Introductions, practical tutorials, and project walkthroughs. My first videos are on the way.
Introduction
Meet Michael: accounting, data & automation
An introduction to my background, the problems I help businesses solve, and how I approach my work.
View planned videoAccounting
A closer look at financial reporting
A planned walkthrough of organizing financial information and creating clearer management reports.
View planned videoData
From raw data to a useful dashboard
A planned demonstration of how source data becomes a clear, practical reporting experience.
View planned videoAutomation
Turning a manual task into a workflow
A planned walkthrough of identifying repeatable steps and building a more consistent process.
View planned videoAccounting
Working through reconciliation exceptions
A planned look at matching transactions, reviewing differences, and documenting follow-up.
View planned videoAutomation
Connecting the tools behind the process
A planned demonstration of how spreadsheets, forms, and automation tools work together.
View planned videoRecommended people
Good people.
Complementary expertise.
Professionals I have worked alongside and personally recommend. Explore their specialties and connect with them directly.
Data · Excel automation · SAP
Justhine Kier Magdaleno
Experience in enterprise reporting, Power BI dashboards, VBA automation, SAP ERP, and financial reporting.
I recommend Justhine for his combination of data analysis, spreadsheet automation, and business systems experience.
Workforce · Data · Operations
Thomas Francis Don
Experience in workforce management, reporting automation, operational efficiency, and audit.
I recommend Thomas for his combination of workforce operations, reporting, and process improvement experience.
Get in touch
Let’s simplify
the way you work.
Have a reporting challenge, a reconciliation to improve, or a workflow that takes too much time? Tell me about it.
Email
megioma@yahoo.com
Professional profile
Connect on LinkedIn
Prefer a conversation?
Ask my AI Advisor about my work, or request a live conversation with me through the chat.
Clear answers
Frequently asked questions.
Short answers about Michael’s bookkeeping, accounting, data, dashboard and automation services.
What services does Michael provide?
Michael provides bookkeeping and accounting operations support, business intelligence dashboards, data transformation, workflow automation, process improvement and SOP documentation.
What bookkeeping tasks can Michael support?
Support can include accounts payable, accounts receivable, general ledger tasks, intercompany transactions, accruals, reconciliations, month-end tasks, financial reporting, invoicing and related finance operations.
Can Michael build dashboards for finance and operations?
Yes. Michael builds Power BI, Tableau and Excel dashboards that organize financial, operational, sales, workforce and other business data into clear reports and decision-ready views.
What processes can be automated?
Common examples include recurring reporting, spreadsheet consolidation, reconciliations, approval workflows, reminders, status updates, exception alerts and data preparation.
Who does Michael work with?
Michael works with startups, finance teams, operations teams and growing businesses that need clearer reporting, better controls, less manual work or stronger process structure.
How can I contact Michael?
Use the contact form, email megioma@yahoo.com, connect through LinkedIn, or use the Michael AI Advisor to describe your accounting, data or automation needs.