Headwaters Insights, West Sand Lake NY
Shelley Cooke from Headwaters Insights
Verified Member

Shelley Cooke

Headwaters Insights

West Sand Lake, NY
Data Wrangler And Dashboard Wizard Business Analysis Analytics Dashboard
Data Wrangler And Dashboard Wizard Business Analysis Analytics Dashboard
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About Us

I build custom dashboards for growing small businesses ($250K to $5M revenue) so their owners can actually SEE their business at a glance. Real-time revenue, cash, KPIs, and multi-source data (QuickBooks + Shopify + POS + CRM + more) in one live view that refreshes every 1 to 4 hours.

I partner with professionals who serve small business owners: fractional CFOs, business coaches, bookkeepers, CPAs, lenders, attorneys, HR/payroll pros, insurance brokers, business brokers, and marketing agencies. If your clients ever say "I wish I could just SEE how my business is doing" I probably build the tool they need.

I pay 10% referral commissions and I'm looking for one deep partnership at a time, not a directory of logos. Based just outside Albany, but work virtually with clients nationwide.

Would love to trade referrals with anyone whose clients would benefit from live financial visibility.

Check out my website at https://headwatersinsights.com
See dashboard demos at: https://headwatersinsights/demo

The products and services we offer

Analytics Dashboards Custom Dashboards Data Integration
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Tuesday Aug 4th - Sep 4th
Quickbooks Special!
Quickbooks Special! with Headwaters Insights
A simpler, faster way in if QuickBooks is your only data source right now. One connection, one pre-built dashboard, live in under two weeks — no ne...
Products & Services
Custom Dashboards and Monthly Analytics Reporting
Custom Dashboards and Monthly Analytics Reporting by Headwaters Insights
Headwaters Insights builds unified data dashboards for growing businesses, then meets with you every month to help you use them. No more logging in...
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Recommendations Given (3)
"I highly recommend Robert Jordan to anyone looking to save money in both their personal life as..." Read more "I highly recommend Robert Jordan to anyone looking to save money in both their personal life as well as business. HIs programs could provide real relief to businesses, especially when it comes to things like health insurance. He is also joy to talk to and very easy to relate to and all of my conversations with him are really enjoyable! He's someone who is high on my recommendation list and will be sending people to him as much as possible. He's just someone you want to have in your circle! "
"Cody does a great job! Definitely recommend working with him! "
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