Data Analysis and Consultancy
Small business spreadsheets | Bookkeeping | Clear record-keeping | Forecasting | Large Excel datasets
Ever known you need more insight about what's bringing your business good returns and what isn't, but not sure where to start?
Have you ever entered figures into an Excel spreadsheet and then used your calculator??!
Ever spent hours on repetitive or clunky calculations and wondered whether someone could speed this up for you?
Perhaps you are a Virtual Assistant and your client needs data support that is outside of your skill set?
" I love Excel! And I love saving you loads of time, adding value to your small business and making your data and finance processes effective and efficient. "
Most small businesses wouldn't need to commit to employing technical data expertise on a permanent basis... hiring me for freelance work keeps your overheads low and gives you a boost of insight that can help you take your business to the next level.
You have a FREE discussion with me so I can get clear on:
- what the current data situation is
- what your goal is
- what budget you are working to
- what timescale you're working to
This will usually take about 30 minutes
I outline what further discussions are needed and my recommendation, and we come to a formal agreement about the project & fee.
I work remotely or come in to your place of work.*
You receive a solution that is easy for you to maintain yourself, or we decide whether I will help you to maintain it ongoing.
*depending on proximity to Frome, Somerset, UK
If you're tempted to chat, without obligation, let's talk > >
Still can't quite imagine the type of support you could receive?
Let me elaborate:
Databases | Forms | Charts | Clarity | Structure to your data
Record-keeping | Bookkeeping | Cash-flow and categorisation Data cleansing
Streamlined processes harnessing the power of spreadsheets
Identifying & facilitating key flows of data & communication
Below is a selection of some recent case examples.
"I love working with you Emily, things are just so succinct and clear; can we just replicate you!" - N, 2016
"Thank you so much for your patience and expert tuition to us this morning and we all got something helpful from the session. I have just successfully completed the tasks you showed me. One or two glitches but I sorted them with confidence!
- Denise, WAC
Bookkeeping at Harlows of Frome (October 2019 - present)
Bookkeeping and financial administrator support
Weekly contracted hours
Excel skills group training session for the Wells Art Contemporary team
Morning of training for five people on basic Excel skills
Small set fee
Bookkeeping at Earth Building UK & Ireland (March 2019 - present)
Earth Building charity needing bookkeeping and financial administrator support
Xero accounting software
Weekly contracted hours
Freelancer at The Excel Experts (March 2019 - present)
Offering Excel support, consultancy and training
Fixed price contracts
Farm enterprises at 42 Acres, Somerset
Land-based enterprises startup needing data configuration plus coaching
Googlesheets and Trello used to allow for easy sharing and communicating across different users
Flexible approach to suit changeable nature of startup
"Emily helped me rationalise and log data from my small juice business in a way that was far beyond my own capabilities. Not only that but when I'm stuck she coaches me to reach the heart of the issue and break it up in a manageable way. I cannot recommend her enough. It will be some of the best money your business has spent, no matter what size you are."
- Tasha Elena Stevens Vallecillo, 2019
"Thank you for today, your help means a lot to me. Couldn't do it without you!
- F, 2018
Printing supplies dataset cleanse
Prepared dataset for website upload, saving hours of work
Small set fee
Sea Buckthorn Juice
2017 - present
Simple Googlesheets system devised for clarity of financial position and to track orders
Hourly rate, open-ended
Local, sustainable wild foraged product involving community enterprise and education
Utility tracker database
via Virtual Assistant Pinkdog Services
One-off database project maintained by VA ongoing
Tracks & compares energy use across rented properties
The Crown, Regil (Free House)
2017 - 2018
Sole trader landlord and chef, needed a system to track cash flow, compare suppliers, gain insight about margins, and create financial forecasting
Large project including paperwork onsite
Customer Insight Career
2001 - 2013
Technical insight analysis & predictive statistical modelling
Data segmentation & database marketing
Sales phase review analysis & report-writing
Investigating and establishing data integrity
Four different industries - insurance, health, retail, travel
Team Leadership & Coaching
Honours Degree in Mathematics
Travelled round the world solo for a year
Personal coaching and group work
Deep ongoing personal interest in studying leadership and systems