Business Data Services
Unlock Your Business Potential. We Clean, Secure, and Analyze Your Data to Drive Real-World Profit
In today's economy, your business data is an asset just as valuable as the money in your bank account. But for most small businesses, this "asset" is a source of stress.
It’s a mess.
Your customer data is duplicated and lives in five different systems. You're not sure how to comply with new privacy laws (like the CCPA). And you're making "gut-feel" decisions because you can't get a clear answer on what's actually driving profit.
At Fred Lundin CPA, we're bringing our core mission of trust, accuracy, and compliance from finance to the world of data. We provide the "back-office" data services you need to turn your chaotic information into a clean, secure, and powerful strategic asset.
Our Data & Analytics Services
We help you manage, protect, and leverage your data to make smarter, more profitable decisions.
Small Business Data Management
This is the foundation. Before you can get insights, you need a clean house. We help you organize, de-duplicate, and validate your core business data. We also establish data governance and security protocols to ensure you are compliant with privacy laws and protected from risk.
Customer & Prospect Data Enrichment
Stop marketing to a generic list. We take your basic customer and prospect data and enrich it, appending valuable demographic, firmographic, and behavioral information. This allows you to segment your audience, personalize your marketing, and find more high-value customers.
E-Commerce Data Management & Optimization
For online brands, data is everything. We unify your siloed data from Shopify, Amazon, ad platforms, and your accounting software. We go beyond ROAS to help you calculate your true Profit on Ad Spend (POAS), Customer Lifetime Value (LTV), and product-level profitability.
Business Data for AI
Artificial Intelligence is powerful, but it's only as good as the data you feed it. We are the essential first step. We clean, standardize, and structure your business data into an "AI-ready" asset, ensuring the insights you get are based on accurate, verified information.
The CPA Difference: Why Trust Us With Your Data?
You wouldn't trust just anyone with your financial records. Why would you treat your customer data—which is just as sensitive—any differently?
- A Foundation of Trust & Security: As a CPA firm, our entire profession is built on a legal and ethical code of confidentiality. We handle your sensitive customer PII (Personally Identifiable Information) with the same security and discretion we use for your tax returns.
- A Foundation of Trust & Security: As a CPA firm, our entire profession is built on a legal and ethical code of confidentiality. We handle your sensitive customer PII (Personally Identifiable Information) with the same security and discretion we use for your tax returns.
- We Are Masters of Compliance: We are experts at navigating complex regulations. From the tax code to data privacy laws like the CCPA, our job is to protect you and keep your business compliant.
- We Are Masters of Compliance: We are experts at navigating complex regulations. From the tax code to data privacy laws like the CCPA, our job is to protect you and keep your business compliant.
- Accuracy is Our DNA: For us, "garbage in, garbage out" isn't just a saying; it's the problem we've been solving for our entire careers. We apply an accountant's rigor to your data to ensure it's verified, accurate, and reliable.
- Accuracy is Our DNA: For us, "garbage in, garbage out" isn't just a saying; it's the problem we've been solving for our entire careers. We apply an accountant's rigor to your data to ensure it's verified, accurate, and reliable.
- We Connect Data to Profit: We're not just data theorists. We're business-minded CPAs. We don't just give you "insights"; we give you a clear path from your data to increased profitability, lower acquisition costs, and higher lifetime value.
- We Connect Data to Profit: We're not just data theorists. We're business-minded CPAs. We don't just give you "insights"; we give you a clear path from your data to increased profitability, lower acquisition costs, and higher lifetime value.
Ready to Turn Your Data Into an Asset?
Let's stop the guesswork. Contact us today for a consultation to build a data strategy that's secure, compliant, and profitable.
