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AnalyticSherpa

Philadelphia, Pennsylvania, Burlington

(6)

Get a free quote from this professional

20 hour response time

Get a free quote from this professional

‘20 Certificate of Excellence, 2020

About

AnalyticSherpa is a team of financial and business experts with years of experience in data analytics. We help institutions accelerate success with expert data management and cutting edge risk analytics.

Our over 100 years of combined experience and expertise in developing and managing analytic departments for large financial organizations will help you create and maintain an efficient and effective data infrastructure.

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20 hour response time

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Reviews (6)

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5/5

6 customer reviews

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27 September 2019

Dave has helped us tremendously. Our business has changed so much with his help. We see our numbers in a totally different way and have been able to make better business decisions because of him. Our team is better because of him!

Reviewed on Facebook

31 May 2019

Analytic Sherpa is honestly the best, Dave helps in anyway that he can and gets everything done so fast. I can always count on him.

Reviewed on Facebook

31 May 2019

Dave is always available when I need him to do something for me and my team. He is very efficient and always knows how to fix a problem when I have one and he is super quick. He has created us an awesome model for our business and it helps us succeed more and more everyday. Thank you for everything Dave! More...

Reviewed on Facebook

24 May 2019

Dave is a legend. I had an idea and he 10xed my idea. He was very efficient and explanatory. He met every one of his time commitments and really blew me away with what was possible. For sure for sure would recommend his service to anyone. More...

Reviewed on Facebook

30 November 2018

Analytic Sherpa provided our business with exactly what we wanted....a customized solution perfectly created to suit our needs. They worked with us as we figured out what we needed, and more importantly - they helped us understand what we actually needed! More...

Reviewed on Facebook

30 November 2018

Dave and Kristen are magicians when it comes to data organization and analysis. They are adept at working remotely, responsive, creative, and open minded. I highly recommend them for all your excel sheet design work. More...

Reviewed on Facebook

Q&As

Building new relationships! We love bringing large institutional knowledge to small firms. We love seeing how dramatic the impact is and how successful our clients can become. We love creating relationships with small firms that want to grow and have fun at the same time. We know they have a passion, and they don't want to spend their time with budgets, forecasts, & spreadsheets (but we do!! we're weird like that). As our clients grow - so do we and that is fun!!

Helping a friend with a small business. After 20 years of working in large corporations - I realized that small firms don't have the luxury or expertise to have a finance team, or an analytic team etc. We started helping small firms being those teams for them. High-end experience at a cost that fit their budgets.

A client should choose us only after a discussion - maybe several.
We do not take on clients for the sake of more work or growth.
We work with clients that can really benefit from our relationship (we do not sell anything they don't need). We view every client as a partner - we do not deliver a cookie cutter template on how to do things, we learn the business and develop plans and analytics/ forecasts/ budgets that fit the customer's needs and technical requirements.

Why do our clients choose us?
Mainly our ability to makes their businesses more efficient and profitable.
Also our passion - when we engage with a client we are all -in - your small business is our small business - we are there to help grow the company - period.
Plus we're fun (as fun as nerds who love spreadsheets can be). If we can't have a few laughs and generally get along while working - then what's the point?
Please see our Facebook reviews.

Services

We help small companies run more efficiently through better data management, better information, and better analytics. Track sales, employees, expenses - if it has a number tied to it we can help.
Let us do the back office work - while you focus on what makes your business great!!
Budgets
Dashboards
Forecasts
P&L
Payroll
Marketing Analytics
Inventory
Cashflow
ROI
Reports for Clients
Custom Built Solutions