Strategic Diagnostic
A two-week deep read of your operating numbers. We name the three things actually holding you back — not twenty.
Watchung, New Jersey · Est. 2017
The numbers your business already has,
finally working for you.
Onward Analytics Solutions is an independent consultancy that helps American small and mid-sized businesses read their own data, find the quiet wins, and make decisions they can defend to a banker, a board, or themselves at midnight.
- 140+
- engagements since 2017
- 32
- U.S. states served
- 1–250
- employee businesses we focus on
Trusted by owner-operators across the Eastern U.S.
- Northvale Hardware Co.
- Bayside Logistics Group
- Maple & Marrow Bistro
- Highline Family Dental
- Riverbend Apparel
What we do
Six services. Plain words. Honest deliverables.
We don't sell software, we don't sell a methodology with a trademark symbol, and we don't believe every business needs a 60-slide deck. We sell good thinking, written down, that you can hold in your hands.
Read the full services pageReporting You'll Actually Use
A weekly one-page dashboard built around how you already think about the business. Nothing fancy. Just true.
Forecast & Cash Planning
Rolling 13-week cash and a 12-month outlook that survives contact with real life. Updated quarterly with you.
Operations Review
From margin leaks to staffing patterns to vendor pricing — a written report your team can act on Monday morning.
Due Diligence Support
Buying, selling, or borrowing? We prepare clean, defensible numbers and sit with you through the questions.
Fractional Analyst
A senior analyst on retainer, a few days a month, embedded with your team. Quiet, steady, accountable.
Our approach
We work with the numbers you already keep.
Most of our clients come to us with QuickBooks, a few spreadsheets, a point-of-sale export, and a story they aren't sure is true. Our job is to take what's already there, fill in only what's missing, and hand back a clear picture of the business.
- 01
Listen first
A long phone call. No slides. We ask what's worrying you and what's working.
- 02
Read the books
Two weeks with your ledger, payroll, POS, and any reports you trust. We come back with questions, not opinions.
- 03
Write it down
A short, signed memo: what we found, what it means, what we'd do in your seat — and what we wouldn't.
- 04
Stay close
Monthly or quarterly check-ins so the work keeps living after the engagement ends.
By the numbers
Small enough to care.
Experienced enough to be useful.
8 yrs
in continuous practice, founded in 2017 by Brian C. Morris.
73 %
of our clients return for a second engagement within 18 months.
$1.2M
median annual revenue freed up across our 2024 operations reviews.
100 %
of work performed by U.S.-based, named analysts. No offshoring, ever.
Figures reflect engagements completed between January 2022 and December 2024. Individual results vary by industry, size, and the quality of the underlying records.
A recent engagement
A 42-year-old hardware store in northern New Jersey, quietly losing margin on its busiest aisle.
The owner — third generation, no MBA, runs the floor most Saturdays — knew something was off. Sales were up six percent year over year, but he was taking home less. His accountant said everything was "within range."
Over three weeks we pulled four years of POS data, supplier invoices, and the staffing schedule. We didn't find one big problem. We found seven small ones, and the largest sat on the fastener wall: a vendor price increase in 2023 that had never been passed through to the shelf.
We handed him a 14-page report, a one-page action list for his floor manager, and a shelf-pricing spreadsheet he could update himself. No software. No subscription.
Outcome, 9 months later
- Gross margin recovered from 31.4% to 36.2%
- $84,000 estimated annualized profit improvement
- Two slow-turning SKU lines retired with vendor credit
- Owner now reviews a one-page report every Monday morning
In their own words
Quiet praise from owner-operators.
"Brian's team did in three weeks what two big consulting firms couldn't do in nine months. They wrote it down in English, and we used it."
"What I liked is that they pushed back on me. They told me which of my ideas were good and which ones were going to cost me money. That's worth a lot."
"I've worked with consultants my whole career. Onward is the first one I'd send my brother to."
Headquartered in Watchung, NJ · Working nationwide
If your business deserves a more honest look at its numbers, we should talk.
The first call is thirty minutes, costs nothing, and is the most honest assessment we can give over the phone. If we're not the right fit, we'll usually tell you who is.
Open Monday–Friday · 8:30 AM – 6:00 PM Eastern
Open Monday–Friday · 8:30 AM – 6:00 PM Eastern