Data Analytics Services
Make your numbers actionable. We transform your accounting and operational data into clear dashboards, KPIs, and models—so you can see what’s working, spot issues early, and move faster.
What we do:
- KPI design and dashboarding
- Executive and department dashboards with drill‑downs (revenue, margins, AR days, cash runway, job/project profitability)
- Forecasting and modeling
- Rolling forecasts, 13‑week cash flow, scenario analysis (best/base/worst), pricing and capacity models
- Data pipeline and workflow setup
- Clean chart of accounts, standardized categories, automated feeds, and reconciliation rules from QuickBooks and connected apps
- Reporting packages
- Monthly owner/board packets with narratives, scorecards, and action items
- Ad‑hoc analysis
- Customer/segment profitability, cohort and retention, location/service mix, unit economics
Tools we work with:
- QuickBooks Online, Excel/Google Sheets
- Optional BI: Power BI or Tableau (lightweight, business-ready models)
- Connectors for POS, ecommerce, time-tracking, payroll, and CRM
- Secure client portal for files and approvals
Deliverables you'll receive:
- KPI map and definitions (one source of truth)
- Live or scheduled dashboards and PDF snapshots
- Forecast/cash models with editable assumptions
- Monthly insights memo: what changed and what to do next
Typical use cases:
- You want a simple scorecard owners and managers actually use
- You’re growing but can’t see which customers/products drive profit
- Cash is tight—need visibility (13‑week cash flow)
- You’re preparing for lenders, investors, or a board and need clear reporting
Process:
- Discover: goals, decisions you need to make, systems in play
- Design: KPI map, data model, dashboard/reporting layout
- Build: connections, cleanup, and first dashboard/forecast
- Validate: reconcile to books; confirm definitions
- Operate: monthly updates, insights memo, and improvements
Who we serve:
- Owner‑led and growing small businesses, nonprofits, and local entities—virtual, nationwide.
Works well with:
- Client Advisory Services (CAS) for monthly close and reporting
- Remote CFO Services for strategic planning, pricing, and capital decisions
Ready to turn data into decisions? Contact us or book a quick consult to discuss Data Analytics Services.
Why Choose Cloonan CPA?
- Personalized Attention for Every Client
You work directly with William Cloonan, CPA—no call centers, no junior staff. Every client gets tailored advice and responsive support. - Virtual CPA Services, Nationwide Reach
Efficient, secure, and convenient service for small businesses across the U.S.—no matter where you’re located. - Small Business Specialist
With 7+ years of experience serving entrepreneurs and small business owners, we understand your unique challenges and goals. - Trusted Experience
A proven track record of helping clients minimize taxes, stay compliant, and grow their businesses with confidence.
Ready to Get Started?
Schedule a free consult, reach out with questions, or access your secure client portal.
