Reporting & analytics support for consulting firms that bill time, not build decks

Consultants lose billable hours every month assembling the same reporting packages, refreshing dashboards, and formatting data into client-ready deliverables. Trusty Oak provides US-based assistants who take over the recurring analytics work — pulling from Google Sheets, Tableau, and Power BI — so your team stays focused on analysis and client relationships, not production. If your reporting cycle is predictable but time-consuming, it's ready to delegate.

100+ tasks completed in this service category across our client base.

Fractional reporting & analytics support for consultants

How Trusty Oak handles reporting & analytics for consultants

A Trusty Oak EA working with a consulting firm typically owns the full production cycle for recurring reports: pulling updated data from source systems, refreshing Tableau workbooks or Power BI dashboards, and formatting outputs into your firm's standard client deliverable templates in Google Sheets or PowerPoint. They work from a clear brief you provide upfront — KPIs to track, data sources to pull from, formatting standards, and delivery deadlines — and handle the weekly or monthly execution from there. Your role shifts from doing the build to reviewing the final output before it goes to the client. When a client asks for a custom cut of the data or a one-off visualization, the EA handles the production request and flags anything that requires your interpretive judgment. Across all industries, Trusty Oak EAs have logged 143 time entries for Reporting & Analytics work, so this is a workflow they've handled before.

Tools our team works with:

Google Analytics · Tableau · Google Sheets · Power BI

What your EA takes off your plate

The most common mistake consulting firms make when delegating reporting work is handing off the task without documenting the logic behind it — which metrics matter, where the data lives, and what 'good' looks like in the final output. Before your first handoff, spend 30 minutes writing down your data sources, the formulas or filters you apply, and your formatting standards; a short Loom walkthrough of your existing report works even better. Your EA can follow a documented process reliably — what they can't do is reverse-engineer undocumented judgment calls made inside your head.

Monthly Client Reporting Package Assembly

Compiles KPI data from agreed sources into your firm's standard template, applies formatting, and delivers a review-ready draft ahead of your client meeting.

KPI Dashboard Maintenance in Tableau or Power BI

Refreshes dashboard data on a set schedule, checks for broken connections or data anomalies, and flags discrepancies before the client sees them.

Google Sheets Data Model Upkeep

Updates underlying data tables, maintains formula integrity, and ensures calculated fields like utilization rates, margin percentages, or project burn are pulling correctly.

Client Deliverable Formatting and QA

Converts raw data outputs into polished, on-brand deliverables — slide decks, PDF reports, or executive summaries — and runs a consistency check before submission.

Ad Hoc Data Visualization Requests

Builds one-off charts, comparison tables, or trend visuals in Google Sheets or Tableau when a client or internal stakeholder needs a custom data cut between reporting cycles.

Tools our team works with

We adapt to your existing stack — no forced migrations.

Google Analytics 4

Salesforce

Zapier

Google Looker Studio

HubSpot

Microsoft Excel

...and many more!

Trusted by consultants

Trusty Oak supports consultants including Brighter Strategies, Deborah Offner, High Flying Strategy, and 2 others — handling everything from reporting & analytics to broader operational support.

What reporting & analytics support costs for consultants

Drag the sliders to build a monthly plan that fits your workload.

Executive Assistants

~$35/hour

10 hours $350

Specialists

~$50/hour

20 hours $1,000

Fractional Executives

~$95/hour

0 hours $0

Your monthly budget

$1,350

Starting at $1,000/month. One-time $300 onboarding fee includes your Strategic Delegation Plan.

Book a Discovery Call

Frequently Asked Questions

Can a Trusty Oak EA work directly in our client-facing reporting tools like Tableau or Power BI?

Yes — EAs at the Specialist level ($50/hr) are matched based on proficiency with the specific tools your workflow requires, including Tableau and Power BI. You'll want to confirm tool access and permissions during onboarding, and your Client Success Manager will help structure that handoff as part of your Strategic Delegation Plan.

How do we handle confidentiality when an EA is working with client data?

Trusty Oak EAs are US-based contractors who can sign NDAs, and Trusty Oak itself operates under standard confidentiality agreements. For consulting firms with sensitive client engagements, it's worth specifying your confidentiality requirements during onboarding so the right agreements are in place before any data is shared.

Our reporting needs vary month to month — is a monthly hour commitment flexible enough for that?

The monthly Talent Budget structure works well for variable reporting cycles because unused hours roll over, so a lighter month doesn't mean wasted spend. If you have a heavy quarter-end reporting push followed by a slower month, the rollover buffer absorbs that variation without requiring you to change your plan.

Stop rebuilding the same reports every month

Trusty Oak matches consulting firms with US-based assistants who can own your reporting production cycle from day one. Plans start at $1,000/month with a one-time $300 onboarding fee that includes a Strategic Delegation Plan built around your workflow.