E-Commerce Data Management & Optimization

You have sales data in Shopify or Amazon. You have ad spend data in Meta and Google. You have customer data in Klaviyo or your CRM. And you have financial data in QuickBooks or Xero.

The problem? None of it talks to each other.

You're trying to make critical decisions, but you're working with incomplete, messy, and siloed information. You're left guessing at the real questions: What's my true profit per product? What's my actual Customer Acquisition Cost (CAC)? Which ad channel is really driving profitable growth?

Fred Lundin CPA provides a new solution. We go beyond accounting to offer a dedicated data management service. We clean, unify, and manage your e-commerce data ecosystem so you can finally get clear, accurate answers and make decisions with confidence.

What We Do: Your E-Commerce Data Partner

We build the "single source of truth" your brand needs to scale profitably.

• Data Unification: We connect your disparate systems. We pull data from your sales channels (Shopify, Amazon), ad platforms (Google, Meta, TikTok), and financial software (QuickBooks, Xero) into one unified place.

• Data Cleaning & Hygiene: This is the critical step. We de-duplicate customer lists, standardize product SKUs across platforms, and clean up messy or incomplete order data. No more "garbage in, garbage out."

• Calculate Your True Metrics: We move beyond vague "Return on Ad Spend" (ROAS). We use your clean, unified data to calculate the metrics that actually matter to your bottom line, such as:

• Profit on Ad Spend (POAS)

• True Customer Acquisition Cost (CAC)

• Customer Lifetime Value (LTV)

• Contribution Margin per product and channel

• Data Compliance & Governance: As a CPA firm, trust and compliance are our foundation. We help you identify and protect your customers' Personally Identifiable Information (PII), ensuring your data handling practices are secure and compliant with laws like the CCPA.

• Foundation for Insights: We deliver clean, reliable data feeds that can be used for advanced reporting, dashboards, or even AI models, allowing you to finally trust the numbers you're seeing.

Why Trust a CPA with Your E-Commerce Data?

Marketing agencies and data-only firms miss the most important piece of the puzzle: profit.

• We Focus on PROFIT, Not Just Revenue: A marketing agency wants to show you a high ROAS. We want to show you your true Profit on Ad Spend (POAS). We connect your ad spend, COGS, merchant fees, and shipping costs to every order to find out what actually makes you money.

• A Foundation of Accuracy: Our entire profession is built on verification, reconciliation, and accuracy. We apply that same financial rigor to your sales and marketing data, ensuring your insights are built on a foundation of truth.

• We Are Compliance & Security Experts: You are handling thousands of customer records. We understand the high-stakes nature of data privacy (PII) and security, helping you build customer trust while protecting your business.

Is This Service Right for Your Brand?

This service is ideal for established e-commerce store owners and brands who:

• Sell on multiple channels (e.g., Shopify, Amazon, Wholesale) and have a messy, disconnected data.

• Are spending significantly on ads but are unsure of the true profitability of each channel.

• Are "data rich but insight poor"—you have the data, but you can't get clear answers.

• Are frustrated with messy, duplicated customer lists in your CRM or email platform.

• Want to build a scalable foundation for growth based on reliable data.

Make Smarter, More Profitable Decisions

Stop letting siloed, messy data hold your brand back. Let's build a unified data strategy that gives you the clarity to scale.