Scattered spreadsheets, tools and exports become one clear picture your business can actually run decisions on. Dashboards, models and forecasts for Philadelphia-area businesses — from one person, with no handoff.
Illustrative diagram of the engagement. Not client data.
Most finance people can read a statement but can’t build the pipeline that feeds it. Most data people can move the data but don’t know which numbers matter to a P&L.
Hand the problem to two specialists and you spend your week translating between them. I sit in both seats — the engineering that makes the data trustworthy, and the judgment to know what it is telling you.
In about three weeks I connect your scattered data — spreadsheets, tools, exports — and hand you one live dashboard of the numbers that actually run your business.
You know the number in writing before any work begins. No hourly meter, no surprises.
Dashboards, data modeling, warehousing and visualization. One clear view of where things actually stand, updated automatically.
Dashboards · WarehousingFinancial models, forecasts and scenario planning. Read your statements clearly and see what each decision does to the bottom line.
Modeling · ForecastsAI and LLM workflows, automation and internal tools. Hand off the repetitive reporting and data wrangling that eats your week.
AI · AutomationThirty minutes. I hear the problem and tell you whether I am the right fit.
Exactly what you get, when, and the fixed price — in writing, before work starts.
I connect the data and build, with short check-ins so nothing drifts.
You own everything, documented, with a walkthrough so your team can run it.
A reduced rate and my full attention. In return I ask for honest feedback and — only if you are genuinely happy — a short reference down the line. That is the whole deal.
A 30-minute call, no obligation. If I am not the right fit I will say so and point you somewhere better.