Small Business Data Services
Manage Protect and Leverage Your Most Valuable Asset: Your Business Data.
As a small business owner, you have data everywhere. It's in your accounting software (QuickBooks, Xero), your sales channels (Shopify, Amazon), your email list, and your customer files. This data is one of your most valuable assets—it holds the key to your growth.
But for most businesses, this data is a liability, not an asset.
It's messy, duplicated, and incomplete. You can't trust your own reports. Worse, with complex laws like the CCPA (California Consumer Privacy Act) and others, improperly handling customer data can lead to massive fines and a loss of customer trust.
Fred Lundin CPA brings our core principles of accuracy, compliance, and security from finance to your entire data ecosystem. We help you clean, manage, protect, and use your business data to make smarter, more profitable decisions.
What We Do: Your Data Management Partner
You don't need a full-time data scientist. You need a trusted partner to build a secure and reliable data foundation.
Data Cleanliness & Hygiene
Bad data leads to bad decisions. We start by cleaning up the mess.
- De-Duplication: We find and merge duplicate customer and vendor records.
- Standardization: We clean and format your data (like names, addresses, and phone numbers) so it's consistent across all your systems.
- Data Validation: We identify and fix inaccuracies, filling in gaps to make your data complete and reliable.
- De-Duplication: We find and merge duplicate customer and vendor records.
- Standardization: We clean and format your data (like names, addresses, and phone numbers) so it's consistent across all your systems.
- Data Validation: We identify and fix inaccuracies, filling in gaps to make your data complete and reliable.
Data Compliance & Security
This is the most critical component. We are a CPA firm—trust, security, and compliance are in our DNA.
- Data Privacy Audits: We'll help you understand your compliance obligations under laws like CCPA.
- PII Protection: We help you identify your PII (Personally Identifiable Information) and establish processes to manage and protect it.
- Data Governance: We help you create simple, clear rules for who can access, use, and modify your data, protecting it from error or misuse.
- Data Privacy Audits: We'll help you understand your compliance obligations under laws like CCPA.
- PII Protection: We help you identify your PII (Personally Identifiable Information) and establish processes to manage and protect it.
- Data Governance: We help you create simple, clear rules for who can access, use, and modify your data, protecting it from error or misuse.
Data Enrichment & Strategy
Once your data is clean and compliant, we can help you use it.
- Customer Segmentation: We enrich your customer data (e.g., demographics, industry) to help you identify your most profitable customer segments.
- Single Source of Truth: We help your separate systems (e.g., QuickBooks and your CRM) "talk" to each other, creating a unified view of your customer.
- KPI & Dashboard Support: We provide the clean, reliable data feed you need to build dashboards that track the KPIs that truly matter.
- Customer Segmentation: We enrich your customer data (e.g., demographics, industry) to help you identify your most profitable customer segments.
- Single Source of Truth: We help your separate systems (e.g., QuickBooks and your CRM) "talk" to each other, creating a unified view of your customer.
- KPI & Dashboard Support: We provide the clean, reliable data feed you need to build dashboards that track the KPIs that truly matter.
Why Trust a CPA with Your Business Data?
You trust your CPA with your most sensitive financial information. Applying that same mindset to your customer and operational data is the logical next step.
- We're Not Just IT: An IT provider manages your systems. We manage the integrity and strategy of the information inside those systems.
- A Foundation of Trust: Our profession is built on confidentiality and security. We handle your customer data with the same high standard we handle your tax returns.
- Masters of Compliance: Our job is to navigate complex regulations. From the tax code to data privacy laws, we are experts in keeping you compliant and protected.
- Focused on Profitability: Our goal isn't just "clean data." Our goal is to give you clean, compliant data so you can make more profitable decisions about your marketing, sales, and operations.
- We're Not Just IT: An IT provider manages your systems. We manage the integrity and strategy of the information inside those systems.
- A Foundation of Trust: Our profession is built on confidentiality and security. We handle your customer data with the same high standard we handle your tax returns.
- Masters of Compliance: Our job is to navigate complex regulations. From the tax code to data privacy laws, we are experts in keeping you compliant and protected.
- Focused on Profitability: Our goal isn't just "clean data." Our goal is to give you clean, compliant data so you can make more profitable decisions about your marketing, sales, and operations.
Is This Service Right for You?
Our data services are designed for business owners who:
- Are "data rich, but insight poor"—you have lots of data but can't get clear answers.
- Are worried about data privacy laws (like CCPA) and the risk of fines.
- Have messy, duplicated data in their email marketing, CRM, or accounting software.
- Want to better understand their customers and identify new opportunities.
- Are "data rich, but insight poor"—you have lots of data but can't get clear answers.
- Are worried about data privacy laws (like CCPA) and the risk of fines.
- Have messy, duplicated data in their email marketing, CRM, or accounting software.
- Want to better understand their customers and identify new opportunities.
Unlock the Power of Your Data
Stop letting messy, non-compliant data be a source of stress. Let's turn it into your competitive advantage.
