Financial Snapshot

Your starting point — no ongoing commitment required

Not sure what your numbers are actually telling you? We take whatever you have: Square exports, bank statements, a folder of receipts — clean it up, and hand you a clear picture of your last 6-12 months. Revenue, expenses, margin, and trends in plain English. No jargon, no overwhelming spreadsheet, just answers.Most clients are surprised by what shows up. Many decide to keep going.

What's included:

starting at $300**
**(based on data complexity and how far back we go)

Know Your Numbers

Monthly reporting and insight — our core service

You shouldn't have to wonder how your business is doing. Every month we refresh your dashboard, review your numbers, and send you a plain-English summary of what happened, what it means, and what to do about it. Clear, consistent, and actually useful.Most clients start here after a Financial Snapshot — though if you already have clean data, we can skip straight to this.

What's included:

Setup fee: starting at $500
Monthly retainer: starting at $175/mo
^{(3, 6, and 12-month commitments available at discounted rates)}

Plan & Forecast

For businesses ready to stop reacting and start planning

Once you have a few months of clean data behind you, the next step is looking forward. We build you an annual budget and forecast, then report against it every month — so you always know where you stand vs. where you planned to be. Ideal for businesses preparing to hire, expand, raise prices, or make any significant financial decision.
Available as an add-on to Know Your Numbers or as a standalone service for businesses with existing clean data.

What's included:

Forecast build: starting at $750
add on to KYN: +$100/mo
Standalone monthly rate: +$225/mo
^{(3, 6, and 12-month commitments available at discounted rates)}

Vaden Analytics was founded in July of 2026 by Matthew Vaden.Matthew is a Huntsville-based cost analyst and data professional with over four years of experience managing financial reporting, forecasting, and budgeting for large-scale government contracts. He holds a Master's in Business Analytics from UAH and a Bachelor's in Accounting from Athens State. He now brings that same financial discipline to small businesses that deserve clear, actionable numbers without the enterprise price tag.

The approach here is straightforward: no jargon, no overcomplicated systems, no generic reports that don't mean anything to your specific business. Just honest, practical financial clarity — built around how your business actually works.Huntsville-based. Small business focused. Built to grow with you.

Do I need to already be tracking my finances to work with you?Not at all. In fact, many of our clients start with nothing — no spreadsheet, no system, just a rough sense of what's coming in and going out. Our Financial Snapshot is the perfect starting point — we work with whatever you have, even if that's just bank statements or a Square export, and build from there.Is this the same as bookkeeping or accounting?No — and that's an important distinction. Bookkeeping records what happened. Accounting keeps you compliant at tax time. What we do is sit on top of both: we take your financial data and turn it into insight and decisions. Think of it as the layer between your numbers and actually knowing what to do with them. Most of our clients still have a separate bookkeeper or CPA — we work alongside them, not instead of them.How is this different from just using QuickBooks or my POS reports?QuickBooks and POS systems tell you what happened inside one system. They don't combine your data across sources, they don't forecast, and they don't tell you what to do next. We do the synthesis — pulling everything together and translating it into clear insight tailored to your specific business, not a generic financial report.What does the monthly deliverable actually look like?Every month you receive a refreshed dashboard showing your key metrics plus a one-page written summary in plain English — what happened, what it means, one specific recommendation, and one thing to watch next month. Designed to take less than five minutes to read and actually be useful — not just a pile of charts.How long does it take to get started?Most clients are fully set up within one to two weeks of signing an agreement. The discovery call is 15 minutes, the proposal typically goes out within 48 hours, and once you approve it we move straight into onboarding.What kind of businesses do you work with?We work with small and independent businesses across a wide range of industries — photographers, contractors, salons, real estate agents, food businesses, e-commerce sellers, consultants, defense subcontractors, and more. If you have revenue coming in and expenses going out and you're not sure what it all means, we can help.What does it cost?Our Financial Snapshot is a one-time fee of $X–X depending on data complexity. Know Your Numbers starts at $X to set up plus $X per month. Plan & Forecast starts at $X for the forecast build, available as a $X/mo add-on to Know Your Numbers or $X/mo as a standalone service. Every client gets a custom proposal based on their specific situation before any commitment is made.Do you require a contract?We offer flexible month-to-month arrangements as well as 3, 6, and 12-month commitments with discounted rates. Longer commitments get better pricing — a 6-month agreement saves you around X-X% on your monthly rate. We'll walk you through the options that make sense for your situation.What happens after the Financial Snapshot?That's entirely up to you. Some clients just want the one-time analysis and walk away with a clear picture of where they stand — that's a completely valid outcome. Most, however, decide to continue with Know Your Numbers once they see what their data reveals. There's no pressure either way.Do you use my existing tools or do I need to switch to something new?We work with whatever you already have — Square, Stripe, QuickBooks, PayPal, bank exports, even a folder of receipts. You don't need to change anything about how you currently operate. We plug into your existing data sources and build around them.

Step 1 — We Talk

A free 15-minute call where you tell us about your business and what you wish you knew about your finances. No pressure, no pitch — just an honest conversation to figure out where you are and what would actually help.

Step 2 — We Assess

We look at what data you have, where it lives, and what it's missing. Within 48 hours you receive a written proposal with a clear recommendation — which service fits your situation, what it costs, and exactly what you'll get. No surprises.

Step 3 — We Dig In

Depending on your starting point, we either run your Financial Snapshot to show you what your numbers look like right now, or we move straight into building your monthly reporting setup. Either way, most clients have something meaningful in their hands within two weeks.

Step 4 — You Know Your Numbers

Every month you receive a fresh dashboard and a plain-English summary of what your numbers are telling you — and what to do about it. No spreadsheet interpretation required. No wondering if you had a good month. Just clarity.