Accounting, CRM, marketing, and operations data live in different places.
Your team spends 8–12 hours per week wrangling spreadsheets.
Without reliable forecasts, you scramble to cover cash shortfalls.
High-value clients slip away unnoticed, eroding revenue.
Save time and effort let us provide the solution. Contact us today
I connect QuickBooks, HubSpot, GA4, and more into a single Power BI or Looker Studio dashboard that refreshes hourly.
My 13-week models ingest bank feeds, open invoices, and expense projections so you see runway, best-case, and worst-case scenarios in one glance.
Using RFM scoring and logistic-regression, I identify at-risk accounts and generate playbooks to retain them.
I stress-test price points with competitive benchmarks and scenario models to protect your margins.
Let’s Unlock Your Data Together. Request a Free Discovery Call
