Move Forward with your finances

Data Tells The Story of Your Business. Magic Happens When It Guides Your Future.

How We Work

At Data2Profit, we specialize in helping small-medium businesses harness the power of their data to achieve financial success. Leaders who need to better understand their financials will go through three essential steps: Fix, Know, and Grow. We build a solid foundation for you to use your financial and operational data effectively to sustain or scale your company.

Accounting & Operations Data

1. FIX - Accounting & Operations Data

  • Collaboratively identify the source of your accounting and data issues.

  • Clean up messy accounting and business data.

  • Ensure your foundational business data is correct, complete, clear, and current.

Insight to Confident Decisions

2. KNOW - Insight to Confident Decisions

  • Enhance your team’s understanding of financial statements and what they do and do not reveal.

  • Shift your business review focus from “What happened? ” to “What’s next?”

  • Create new data to support fact-based decision-making.

data2profit

3. GROW - Increase Sales & Profits

  • Develop profit and cash flow forecast models tailored to your business.

  • Measure performance against data-driven assumptions.

  • Explore alternative funding options to support your growth strategies.

We understand your challenges

You are not alone. An owner or leader of a small-medium business faces unique challenges. Fix. Know. Grow. is here to address them.

  • You Wear A Lot of Hats. Let us serve as your part-time CFO & trusted business partner.

  • You Worry About the Future. Financial statements review the past. We help you predict and manage what lies ahead.

  • You Are Not the Accountant or Analyst You Need. We handle the numbers so you can focus on your core priorities.

  • Cash & Staff Are Limited. We offer both resources so you can Fix. Know. Grow.

Your Challenges

Financial Statements Show History

Our KPIs and Reports Don’t Tell the Whole Story

Our Staff is Stretched Thin

Our Solutions

Analyzing the Past to Illuminate the Future

Fresh Perspective with Expert Guidance

Flexible Expertise Tailored to Your Needs

 Click below to see how we’ve helped manufacturers, an ad agency, a home builder, and an e-learning business.

Start uncovering your story today.

Together, we can embark on a journey of growth, profitability, and unrivaled success!