NorthMetric Finance & Analysis
We help small businesses clean and review Excel, CSV, and accounting-export data, prepare professional financial reports, and explain supported business-performance findings.
Data
Clarity
Insights
Action
Strategy
Growth
North
A Clearer Path
Our Services
From data cleanup and Excel workbook review to reporting and profitability analysis, each project is carefully scoped, personally reviewed, and clear about open questions.
A data-quality health check (not a business financial-health score): we clean and standardize Excel, CSV, and accounting-export data, check for quality issues, and flag uncertain or material items for your review.
View pricingWe inspect workbooks for formula errors, broken references, inconsistent calculations, totals, formatting, and data-type concerns—then report findings and recommended corrections. This is a workbook-quality review, not automatic repair or assurance.
View pricingWithin the agreed scope and as your source data supports, we prepare Excel and PDF reports covering revenue, expenses, profit, margins, trends, comparisons, and supported variance or cash-flow analysis.
View pricingWe analyze profitability, margins, expenses, trends, unusual movements, and concentration issues—separating calculated facts from interpretation.
View pricingPricing groups these into three starting packages: the Excel audit and performance review are offered together as one $900 starting package, and standalone requests for either receive a scoped quote.
Illustrative Samples
Synthetic examples created for demonstration only. They are not client data or client results.
All records and amounts are preserved; a possible duplicate is flagged for confirmation rather than silently deleted. Source dates use US month/day order, and 2026 was confirmed from source context before the missing year was standardized.
| Source | Standardized date | Description | Amount | Review |
|---|---|---|---|---|
| 3/1/26 | 2026-03-01 | Office Supply Co. | $128.40 | — |
| 03-01-2026 | 2026-03-01 | Office Supply Co. | $128.40 | Possible duplicate |
| Mar 2 | 2026-03-02 | Client payment | $2,400.00 | Category confirm |
| Month | Revenue | Direct costs | Gross profit | OpEx | Operating profit |
|---|---|---|---|---|---|
| Jan | $40,000 | $16,000 | $24,000 | $12,000 | $12,000 |
| Feb | $44,000 | $20,000 | $24,000 | $13,000 | $11,000 |
| Mar | $48,000 | $24,000 | $24,000 | $14,000 | $10,000 |
Revenue rises across the three months while operating profit falls. That pattern may warrant investigating direct costs, operating expenses, pricing, or mix; this example does not assert a cause.
Process
Start with the business question, current files, and desired deliverable.
Confirm boundaries, timing, revisions, and a firm project price before payment.
Share source files later through the secure onboarding method agreed for the project.
Clarify mappings, exceptions, possible duplicates, and discrepancies that need your judgment.
Receive the cleaned files, audit findings, reports, and review summary defined in scope.
Founder-Led
Dalton holds a BSBA in Finance and has training in AI for Finance. NorthMetric combines finance fundamentals with careful data review and modern analytical tools, with every deliverable personally reviewed.
About NorthMetric