Analytics for Small Businesses

Make Smarter, Data-Driven Decisions

About

Swanson Strategic Analytics helps small businesses lead with clarity and purpose by transforming financial and operational data into actionable insight.

The goal is simple: uncover the story behind the numbers to enable smarter, more confident decisions. This could mean gaining control over cash flow, identifying growth opportunities, or planning for what comes next. Clients receive strategic, data-driven support tailored to their goals, without the cost of a full-time CFO or internal analytics team.

Through personalized business analytics and financial analysis, complex data becomes clear, relevant, and aligned with day-to-day operations. Whether navigating challenges or preparing to scale, the focus is on delivering practical guidance rooted in real business impact.

Fueled by a passion for analytics and a strong commitment to small business success, Swanson Strategic Analytics turns complexity into clarity and insight into action.

Services

Monthly Pulse

Monthly Analytics, Financial Insights & Strategic Support

The Executive Pulse Suite delivers monthly financial insight, data-driven strategy, and ongoing advisory support, built specifically for small business owners who want clarity, control, and momentum.

This monthly engagement is designed to adapt with your business, providing flexible deliverables and strategic touchpoints that align your financials with your goals.

Key Benefits

Confidence in your financial position, every month

Early identification of risks and growth opportunities
Improved cash flow visibility and forecasting
Clearer decisions driven by meaningful KPIs
Strategic guidance without the cost of a full-time CFO

Customizable Deliverables

Monthly Financial Analysis
KPI Dashboard (3-5 Custom KPIs)
60-Minute Monthly Strategy Call
Budget vs. Actual Analysis & Variance Review
12-Week Rolling Cash Flow Forecast
Scenario Modeling (pricing, staffing, expansion, etc.)
Descriptive Insight - Highlight what happened
Diagnostic Insight - Understand why changes occurred
Predictive Modeling - Forecast future performance
Strategic Action Plan aligned to your goals

From $750/month – Pricing tailored based on scope, complexity, and business needs. Quote provided after initial consultation.

Strategic Snapshot

On-Demand Analytics & Strategic Insight

The Strategic Snapshot Review is a one-time, deep-dive engagement designed to give small businesses clarity without a long-term commitment. Ideal for quarterly, semi-annual, or annual check-ins, this project-based service delivers a focused performance analysis and strategic planning support when you need it most.

Key Use Cases

Preparing for growth or major investments
Setting budgets and forecasts for a new fiscal period
Evaluating performance after a strategic shift or change
Establishing clarity before working with a new CPA or financial partner
Aligning leadership teams around clear data-driven goals

Customizable Deliverables

Comprehensive Financial Analysis
KPI Summary & Dashboard (3–5 Custom KPIs)
30-Minuet Discovery Call
60-Minute Strategy Call
Scenario Planning or Forecasting (tailored to current priorities)
Descriptive Insight - Highlight key results and performance trends
Diagnostic Insight - Analyze drivers behind performance shifts
Predictive Modeling - Identify likely future outcomes
Executive Summary Report with key takeaways and next steps

From $1,200 - Pricing varies based on project scope, business size, and level of analysis. Custom quote provided after discovery consultation.

Request a Consultation

Ready to turn your data into direction?

Start your analytics journey with a few details about your business. We'll explore your goals, identify where analytics can have the greatest impact, and determine if Swanson Strategic Analytics is the right partner to help you move forward with clarity and confidence.

Start Your Analytics Journey