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Reporting & Analytics · Consulting

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

By Zack Pennington, CEO Updated

Consultants lose billable hours every month assembling the same reporting packages, refreshing dashboards, and formatting data into client-ready deliverables. Nacho 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.

Tools we work with: Google Analytics Tableau Google Sheets Power BI

Can a Virtual Assistant handle reporting & analytics for consultants?

Yes. Nacho matches consultants with a vetted, 100% US-based Specialist who owns reporting & analytics week after week, not a one-off task. You start with a $300 Delegation Strategy Plan, set a monthly Talent Budget from $1,000, and we match you in about a week.

See how the match works What a Talent Budget costs Book a discovery call

How it works

How your Specialist owns reporting & analytics for consultants

A Nacho 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, Nacho EAs have logged 143 time entries for Reporting & Analytics work, so this is a workflow they've handled before.

Off your plate

What your Specialist 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.

  1. 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.

  2. 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.

  3. 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.

  4. 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.

  5. 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.

Your stack

Tools our team works with

We adapt to your existing stack, no forced migrations.

Make.com
Microsoft Excel
HubSpot
Zapier
Salesforce
Google Looker Studio

...and many more!

Client proof

Trusted by consultants

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

The model

What delegating to Nacho actually looks like

This is ongoing delegation to one vetted, US-based person, not a task posted to a marketplace.

  1. Start with a Delegation Strategy Plan

    A one-time $300 onboarding fee pairs you with a Client Success Manager who maps what to hand off first. See the full process.

  2. Get matched in about a week

    We match you with a vetted, 100% US-based Specialist in your time zone. If the fit is not right, the Nacho Guarantee re-matches you free.

  3. Set a monthly Talent Budget

    Budgets start at $1,000 a month and draw across Executive Assistants from $40/hr, Specialists from $65/hr, and Fractional Executives from $125/hr. Up to $200 of unused budget rolls over each month. For operations-led work, that senior seat is usually a Fractional COO. See pricing in detail.

  4. Three months, then month to month

    The initial term is three months so the working relationship has time to compound, then it rolls month to month. Book a discovery call to size yours.

Talent Budget

What delegating reporting & analytics costs for consultants

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

Executive Assistants
from $40/hour
10 hours $400
Specialists
from $65/hour
20 hours $1,300
Fractional Executives
from $125/hour
0 hours $0
Your monthly budget
$1,700

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

Good questions

Frequently asked questions

Can a Nacho EA work directly in our client-facing reporting tools like Tableau or Power BI?
Yes, EAs at the Specialist level ($65/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 Delegation Strategy Plan.
How do we handle confidentiality when an EA is working with client data?
Nacho EAs are US-based contractors who can sign NDAs, and Nacho 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 up to $200 of unused budget can roll over each month, helping offset a lighter month. If you have a heavy quarter-end reporting push, plan to use your full budget that month, since rollover is capped at $200 and unused budget beyond that does not carry forward.

Ready when you are

Stop rebuilding the same reports every month

Nacho 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 Delegation Strategy Plan built around your workflow.

Not sure yet? See how it works, compare the Executive Assistant, Specialist, and Fractional Executive roles, or read why we stayed 100% US-based.