A free set of recorded lessons, about 15 minutes each, for Colleyville teams building a dashboard from their own data. Nothing is recorded yet. Join the early-access list and you get each lesson the day it is ready.
Colleyville is one of the wealthiest, most highly educated communities in North Texas, tucked between Grapevine and Southlake with a median household income around $180,000 and a heavily white-collar, professional population.
Its economy leans toward professional, scientific, and technical services, supported by boutique retail and dining along Main Street and the Village at Colleyville, with major employers like Charles Schwab and GameStop nearby — all minutes from DFW airport.
RZR Solutions gives Colleyville's professional firms and small businesses a local, veteran-owned IT partner that matches the standard an affluent, discerning market expects — enterprise-grade security and support, sized and priced for a small business.
Every lesson uses a made-up company with made-up numbers, so your Colleyville data never goes into a lesson.
What we are building and why, plus a starter kit: a fake dataset, a prompt pack, a security checklist.
What your accounting data actually looks like, and cleaning it so the dashboard can trust it.
Your first tile from a CSV, receivables aging with drill-down, late-payer ranking, cash position and the owner summary.
Where it runs, sharing it safely with the leadership team, and refreshing the data without breaking it.
Using AI on financial data: what never gets pasted, why, and securing the dashboard itself.
Live QuickBooks data and APIs, plus monitoring that finds problems before they become issues.
You get the Practical AI Guide today, each lesson the day it is recorded, and the occasional note from us.
The library stands on its own, and you do not need the workshop to use it. Unsubscribe any time.
A conversation first. We will tell you whether the workshop, the library or both fit your team.