Services that bring structure, visibility, and better decisions to your business.
AnalytiConnect provides practical operations, reporting, budgeting, and process improvement support for growing businesses that need clearer systems and more confident decision-making.
Quick projects for focused support
-
A focused review of your operations, reporting, and current pain points so you know what needs attention before committing to a larger audit.
Best for Businesses that feel scattered but are not yet ready for a full audit.
What’s included:
Short intake questionnaire
Review of current pain points
High-level operations and reporting scan
Short written action summary
Recommended next step: self-fix, quick project, or full audit
Apply your Business Health Snapshot fee toward a full Core Package or Business Operations Audit when booked within 14 days.
Request your snapshot - $397 -
A quick-start service to help you identify the most important KPIs for your business and organize them into a simple tracking structure.
Best For Business owners who are tracking too many numbers, not tracking enough, or are unsure which metrics actually matter.
What’s Included: KPI discovery questions; review of current goals; recommended KPI list; simple tracking structure; next-step recommendations.
Walk Away With A focused KPI list and a clearer way to measure business performance.
Timeline: 5-7 business days after intake is complete.
Not Included: Implementation work beyond the stated scope, custom dashboard buildout, ongoing revisions, or monthly support unless purchased separately.
Request your KPI quickstart -$297 -
A focused review of an existing dashboard or report so it becomes easier to read, trust, and use for decisions.
Best For Owners who already have reports or dashboards but find them confusing, outdated, cluttered, or hard to act on.
What’s Included: Dashboard/report review; metric clarity recommendations; layout feedback; missing or duplicate metric notes; cleanup summary.
Walk away with A cleaner reporting direction and practical recommendations to make your dashboard more useful.
Timeline: 5-7 business days after intake is complete.
Not Included: Implementation work beyond the stated scope, custom dashboard buildout, ongoing revisions, or monthly support unless purchased separately.
Request a dashboard tune-up - $397
-
A practical review of your current budget setup to clean up categories, assumptions, and reporting structure.
Best For Owners who have a budget but do not fully trust it, struggle to update it, or need a cleaner view of spending and planning.
What’s Included: Budget category review; assumption review; cleanup recommendations; reporting structure feedback; prioritized next steps.
Walk Away With A cleaner budget structure and clearer recommendations for better financial visibility.
Timeline: 5-7 business days after intake is complete.
Not Included: Implementation work beyond the stated scope, custom dashboard buildout, ongoing revisions, or monthly support unless purchased separately.
-
A starter service to help document a few important recurring processes so work becomes easier to repeat, delegate, and improve.
Best For Owners who have processes living in their head, inconsistent handoffs, or recurring tasks that need clearer instructions.
What’s Included: Process selection; SOP outline; starter SOP templates; documentation guidance; improvement notes.
Walk Away With A simple SOP foundation that makes key tasks easier to repeat and delegate.
Timeline: 5-7 business days after intake is complete.
Not Included: Implementation work beyond the stated scope, custom dashboard buildout, ongoing revisions, or monthly support unless purchased separately.
-
A practical checklist setup for recurring month-end tasks, reporting review, financial checks, and accountability.
Best For Owners who want a more organized monthly rhythm for reviewing financials, reports, deadlines, and recurring business tasks.
What’s Included: Monthly close task review; checklist structure; owner/deadline recommendations; reporting review prompts; recurring cadence suggestions.
Walk Away With A monthly close checklist that helps you stay organized and review the right things every month.
Timeline: 5-7 business days after intake is complete.
Not Included: Implementation work beyond the stated scope, custom dashboard buildout, ongoing revisions, or monthly support unless purchased separately.
Request your Monthly Close Checklist - $397
Core Services
Choose a focused project when you need a specific business area reviewed, organized, or improved. Each service is designed to produce clear deliverables, practical recommendations, and next steps your team can use.
-
Best for: Businesses that feel stretched, reactive, or inconsistent and need a clear view of what is slowing things down before investing in new tools, staffing, or major changes.
Common signs you need this:
Processes live in people’s heads instead of documented systems
Reporting is manual, inconsistent, or not reviewed regularly
Team members are unclear on responsibilities or handoffs
Leadership is constantly solving the same problems
You know something needs to improve, but you are not sure where to start
What may be included:
Review of current workflows, reporting, tools, and operating rhythms
Intake call and review of key business materials
Identification of bottlenecks, gaps, duplicate work, and risk areas
Prioritized recommendations based on impact and effort
30/60/90-day optimization roadmap
Final summary call to review findings and next steps
Not included:
Full implementation of recommendations
Bookkeeping cleanup or accounting system correction
Staff training beyond the final review call
Ongoing reporting, dashboard maintenance, or SOP buildout unless added separately
Walk away with A clear picture of what is creating operational drag, what should be addressed first, and a practical 90-day roadmap your business can use to move forward with more structure.
Timeline: Typically 2–3 weeks, depending on the number of workflows, systems, and materials being reviewed.
Investment: $950–$3,250 flat project fee, based on the audit level selected.
This price includes the standard audit scope listed above. Before starting, I’ll confirm the audit level that best fits your business, available materials, and current priorities so expectations are clear before kickoff.
Best next step: If you are not yet sure whether you need a full audit, start with the Business Snapshot. If you already know you need a deeper operational review, request a scope review.
View More
Start with a Business Snapshot
Request an Audit Scope Review -
Best for: Businesses that need clearer reporting, better visibility into performance, or a more consistent way to track the numbers that actually matter.
Common signs you need this:
Reports are pulled manually or only when someone asks for them
Leadership is not aligned on which metrics matter most
Business decisions are based more on gut feeling than clear data
You have spreadsheets, reports, or software data, but no useful scorecard
You are noticing issues too late because reporting is not proactive
What may be included:
KPI discovery and recommendation session
Review of current reports, spreadsheets, or available data
Recommended KPI list based on business goals and operations
Dashboard, scorecard, or reporting structure setup
Reporting cadence recommendations
Leadership review format or meeting rhythm suggestions
Not included:
Full bookkeeping cleanup
Accounting system migration
Complex data warehouse or custom software development
Long-term dashboard maintenance unless added separately
Ongoing financial analysis unless included in a support package
Walk away with A clearer set of business metrics, a practical reporting structure, and a dashboard or scorecard designed to help leadership track performance and make better decisions.
Timeline: Typically 2–4 weeks, depending on data readiness and reporting needs.
Investment: $1,250 flat project fee.
This price includes the standard KPI and reporting setup scope listed above. Before starting, I’ll confirm that your current data, reports, and goals are a good fit for this service. If your needs fall outside the standard scope, I’ll recommend the better-fit next step before work begins.
Best next step: Start with the Business Snapshot if you are unsure what to track. Request a scope review if you already know you need reporting or dashboard support.
-
Best for: Businesses that want better financial visibility, more realistic planning, or help understanding whether their current budget or forecast actually supports their goals.
Common signs you need this:
You have a budget, but it is rarely reviewed or updated
Revenue, expenses, or cash flow feel unpredictable
You are making hiring, pricing, or growth decisions without clear projections
Actual results are not being compared to plan
You need help turning financial information into useful planning conversations
What may be included:
Review of current budget, forecast, or planning files
Budget-to-actual review structure
Variance analysis recommendations
Forecast assumptions review
Cash flow or expense visibility recommendations
Suggested planning cadence for leadership review
Not included:
Bookkeeping cleanup or reconciliation
Tax planning or tax preparation
Formal financial statements or CPA-level assurance
Fundraising models or investor-ready financial projections unless scoped separately
Ongoing finance support unless added separately
Walk away with A clearer understanding of your current financial plan, where assumptions may need attention, and how to review budget and forecast performance more consistently.
Timeline: Typically 2–3 weeks, depending on the condition of current budget or forecast materials.
Investment: Flat project fee $999. Smaller reviews may be available as a quick project ($497).
Best next step: Start with the Business Snapshot if you are not sure whether budgeting, reporting, or operations is the bigger issue. Request a scope review if you already have budget or forecast files ready for review.
Start with a Business Snapshot
Request a Budgeting Scope Review -
Best for: Businesses that need clearer workflows, better handoffs, more consistent training, or documented processes that reduce confusion and repeated questions.
Common signs you need this:
Important tasks are handled differently depending on who does them
New employees rely heavily on verbal training
Owners or managers are constantly answering the same process questions
Work gets delayed because handoffs are unclear
The business depends too much on specific people knowing “how things work”
What may be included:
Process discovery and workflow review
Identification of bottlenecks, missing steps, or unclear ownership
SOP template creation
Drafting or organizing up to a defined number of SOPs
Recommendations for where SOPs should live and how they should be maintained
Basic implementation guidance for team use
Not included:
Full employee handbook creation
Legal, HR, or compliance review
Training delivery for all staff unless added separately
Documentation of every business process unless scoped separately
Software setup beyond basic organization recommendations
Walk away with: Clearer workflows, a reusable SOP template, and documented starting processes your team can follow, improve, and build on over time.
Timeline: Typically 2–4 weeks, depending on the number and complexity of processes being reviewed.
Investment: $1250flat project fee.
This price includes the standard SOP support scope listed above. Before starting, I’ll confirm which workflows or SOPs are included so the project stays focused and clear. Additional SOPs or larger documentation needs can be handled as a separate project or next phase.
Best next step: Start with the Business Snapshot if you are not sure which processes need attention first. Request a scope review if you already know which workflows or SOPs you want help documenting.
-
Best for: Businesses that use multiple tools, spreadsheets, forms, or platforms but feel like their systems are disconnected, underused, or creating extra work.
Common signs you need this:
The same information is entered in multiple places
Team members are unsure which system is the source of truth
You are paying for tools that are not being used well
Reporting is difficult because data lives in too many places
Your systems technically work, but the overall workflow feels clunky
What may be included:
Review of current tools, forms, spreadsheets, and workflows
Identification of duplicate work, system gaps, or manual handoffs
Recommendations for tool cleanup, consolidation, or better usage
Suggested system flow or source-of-truth structure
Basic dashboard, tracker, or workflow recommendations
Prioritized action list for improving system efficiency
Not included:
Custom software development
Full system migration
Complex automation buildout unless scoped separately
IT support, cybersecurity review, or technical troubleshooting
Ongoing system administration unless added separately
Walk away with A clearer understanding of which tools are helping, which tools are creating friction, and what changes could make your systems easier to use and manage.
Timeline: Typically 2–4 weeks, depending on the number of tools and workflows involved.
Investment: $1500 flat project fee.
This price includes the standard systems and tool optimization scope listed above. Before starting, I’ll confirm which systems, tools, and workflows are included so the project stays focused and manageable. Larger implementation needs can be handled as a separate phase.
Best next step:
Start with the Business Snapshot if you are unsure whether your issue is tools, process, reporting, or team structure. Request a scope review if you already know your systems need cleanup or optimization.
Start with a Business Snapshot
Request a Systems Scope Review
Not ready for a full package? Start with the Business Health Snapshot. If you move forward within 14 days, your Snapshot fee is applied toward your Core Package.
Looking for a more consistent operating rhythm, clearer priorities, and ongoing support to help your business stay organized, accountable, and focused on the right improvements?