Excel Consultant - Charlotte, NC
Data Driven Decisions
We are Excel experts and Fractional Analysts that help analyze and visualize your data so your small business can become data-driven.
Not your typical data-centered company.
While we are Excel experts (among other expertise), we fully embrace our other specialty: working with people (not just numbers) and building legitimately strong relationships.
OUR PROCESS FOR SUCCESS
We aren't going to tell you how to run your company...
We just want to help you run it better.
Data can come from a variety of different sources, including...
QuickBooks (or similar),
and dozens more
Wherever the data comes from, we'll move it along this process to enable you to visualize the best, data-driven result possible!
This crucial step is where we create a custom dashboard of your numbers for you.
SEEING your data helps you know, understand, and act on your numbers significantly quicker than looking at boring spreadsheets or accounting reports!
We run formulas, models, and anything else needed to help you get the best options available.
These are incorporated into the dashboard we make for you, but we won't bore you with the backend calculations unless you want to hear about them!
After we're able to see the data in the dashboards, and analyze it properly, we do some scenario testing and identify the best possible solution and recommend it for your business.
WHY HIRE US AS YOUR EXCEL EXPERT?
Or your Dashboard Expert, or your Fractional Analyst, or Google Data Studio expert...
Visualize your data and SEE the difference
Quick KPI analysis
No manual work
Checking your performance shouldn't mean downloading data and manually filtering it for an hour.
It should be a stress-free, 5-minute process.
Then you get back to what you really want to be spending your time on.
FAQs About Hiring an Excel Consultant or Fractional Analyst
What is an Excel Consultant?
You know how all data and reports come into Excel but are really difficult to deal with and analyze? An Excel consultant helps transform everything you do in Excel from annoying to analytical - putting data into dashboards, automating parts, and saving you hours and hours of time and frustration!
What industries can Excel consultants help?
We've worked in a lot of different industries... from e-commerce to business coaches and logistics to CFO companies.
To an extent, data is data. Our clients are sharp business owners so if they've got a vision, we can make it happen with data.
What type of businesses does Pineapple help?
We love helping small businesses! Even very small businesses from solopreneurs to 75 or so employees.
We have found good ways to help clients from a quick Excel tool for a solopreneur to ongoing analytics for $10M companies.
What software does Pineapple use?
We use Excel and Google Data Studio predominantly! We've savvy in others, such as Tableau, and have partners that are experts in almost any data visualization software out there.
What is a Fractional Analyst?
If you ever worked in the corporate world, you probably had a team of analysts that dug into the data, made Excel or web-based tools and dashboards, did financial analysis, and handled all of the "annoying" work that helped the decision-makers get the info they needed.
This is the exact same situation, but for helping small businesses instead!
Why should I hire an Excel Consultant or Fractional Analyst?
To save you time and become more data-driven! Making dashboards and doing the analysis for you is awesome, but it really comes down to saving business owners time (since they wouldn't have to deal with the data) and getting them better insights into all aspects of their business (helping them grow and be more profitable).
Can you work outside of Charlotte, NC?
Absolutely! Charlotte is certainly home, but even with local companies, a lot of our work is done remotely and that model has always made sense for our clients (even before the pandemic).
What client programs do you work with?
If it can be exported to a CSV, we can work with it! That's pretty much everything from QuickBooks to your favorite CRM. A lot of web-based programs have the ability to transfer data automatically to places where we can analyze it, too.