Committed to our clients for more than 100 combined years.
Who We Are
About the Firm
Small business owners routinely maintain important information on their sales, inventories and expenses. Yet these financials are often poorly organized or difficult to find. Sound familiar? It’s difficult to know exactly where you stand, financially, let alone to forecast trends that might impact you.
We are a team of seasoned business analysts that are passionate about organizing big data into simple and actionable formats.
Our over 100 years of combined experience and expertise developing and managing analytic departments for large financial organizations will help you create, extend and maintain an efficient and effective data infrastructure.
AnalyticSherpa can help you visualize your data to manage your business, uncover opportunities, identify trends, and model and forecast solutions.
We are Different from the Average Fractional CFO / Financial Consultant
Our approach is highly personalized: We develop custom reporting and analysis for each client, avoiding cookie-cutter processes to ensure that our solutions align with their unique goals and challenges.
What sets us apart is our hands-on style. We operate more like an embedded team member than a traditional consultant—diving into the work, simplifying complex financial concepts, and fostering open, frequent communication. We believe that strong alignment and genuine rapport with clients lead to better insights and more effective collaboration.
We specialize in Cash flow, cost optimization, pricing strategy, and long-term business planning—working across 3-month, 12-month, 36-month, and 60-month horizons.
Our services can include payroll and commission management (including plan development), acquisitions, and strategic modeling for accounts payable, receivable, and operational tracking.
We would be happy to provide references upon request. If you're looking for a finance partner who is proactive, communicative, and committed to making finance feel less like a chore and more like a strategic advantage, we would welcome the opportunity to connect.
“The goal is to turn data into information, and information into insight”
Carly Fiorina