SERVICES
We build what your
business actually needs.
Custom Excel tools, dashboards, and reporting systems. Not just a picture of what happened — a compass for what to do next.
Projects start at $500. No retainer required. No bloated software.
Most small businesses don’t have a data problem.
They have a direction problem.
Most reporting tools tell you what happened last month. That’s not a decision. That’s a rearview mirror.
We build tools that face forward. What’s the gap between where you are and where you need to be? What has to happen between now and the end of the month? What’s the move?
We build it in Excel because Excel is already there, already trusted, and in the right hands, extraordinarily powerful.
WHAT WE BUILD
Three ways we work.
CUSTOM EXCEL TOOLS
Built for your operation. Built to answer: what do I do with this?
Your business runs on a process nobody has built a tool for. We build it. Budgeting files. Estimating calculators. Scheduling systems. Job costing worksheets. If it lives in a spreadsheet today and frustrates you every time you open it, we can fix that — or replace it with something that actually tells you what to do next.
Best for: business owners and managers who know what they need but can’t build it themselves.
DASHBOARDS & REPORTING
Not just what happened last week. What needs to happen this week.
You have numbers. You don’t always have answers. We build dashboards that surface what matters, strip out what doesn’t, and point you toward the decision — not just the data. One file. The right numbers. A clear picture of where you stand and what needs to move.
Best for: owners and managers who spend too much time pulling reports and not enough time acting on them.
CLARITY & CONSULTING
Find the actual problem. Find the numbers worth watching.
Sometimes the problem isn’t the tool — it’s understanding what the numbers are telling you. What looks like a revenue problem is often an operations problem. We work alongside business owners and managers to find the signal in the noise and build the reporting structure to keep it visible.
Best for: businesses that know something isn’t working but aren’t sure where to look.
What Clients Say
Real people. Real results.
Shaun connects the dots between what should be measured and how to make it useful — that’s the rare part. He pulls data from multiple systems and hands you something clear and actionable. His financial perspective and the tools he’s built have driven better decisions and stronger performance across our operations.
J. Karras
Regional Vice President, Operations
I’ve worked with Shaun and Burchard Analytics for several years. The tools he built for our food and beverage operation have delivered record revenues year over year — we know exactly where we stand against budget and prior years at any point. On the lodging side, he built tools that let us predict performance and revenue manage aggressively. Both revenue centers are more profitable because of this partnership.
C. Johnson
Owner — Nacoochee Valley Lodge & Dugout Sports Bar and Grill
As an educator and first-time homeowner, the personal finance tools from Burchard Analytics changed how Reggie and I think about money. We know exactly where every dollar goes each month. The tools keep us disciplined — and that discipline is moving us toward our goals faster than we expected.
B. Charles
Educator — Charlotte, NC
PROCESS
Simple process. No surprises.
We scope carefully, build deliberately, and hand over something that runs.
TELL US WHAT’S BROKEN
A conversation. You describe what isn’t working. We ask the right questions.
WE BUILD IT
Custom work, built for your operation. We test it. We make sure it holds.
YOU RUN IT. WE STAY READY.
We hand it over with everything you need to use it confidently. When your business changes — and it will — we’re here.
ONGOING SUPPORT
Business doesn’t stand still. Neither should your tools.
We offer ongoing maintenance, updates, and continued development for everything we build — so the file you’re running in year two is actually built for year two. Retainer arrangements available for businesses that need regular attention.
INDUSTRIES
We don’t specialize in one industry.
We specialize in the problem.
Retail. Restaurants. Construction. Real estate. Professional services. Nonprofits. If you have a business with numbers that aren’t working for you, the industry is beside the point. The problem is usually the same. So is the solution.
DIGITAL TOOLS
Not ready for a custom engagement?
Our digital tools are built for individuals and small business owners who need something that works right now — no custom scope, no engagement required.
Browse the Tools →NO OBLIGATION. 30 MINUTES.
Tell us what you’re dealing with.
No commitment. Just a straight conversation about your numbers, where things are breaking down, and what’s actually possible.
Projects start at $500. Let’s talk about what yours looks like.
BOOK YOUR DIRECTION SESSION →Not a sales call. A straight look at what you’re working with and what it would take to move it forward.