Small Business Data
Unlock the power of your data. From AI readiness and data enrichment to product feed optimization and CRM cleanup, we structure your business information for growth and automation.
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Turn your business data into your most valuable asset.
Fred Lundin CPA offers a cutting-edge suite of Small Business Data Services designed to help modern companies clean, structure, and leverage their information. In the age of AI and automation, "data" is no longer just a byproduct of doing business—it is the fuel that powers growth.
However, most small businesses are sitting on a goldmine of messy, siloed, or unusable data. We bridge the gap between your raw information and the insights you need to scale.
We move beyond traditional accounting to become your Data Architects. Whether you need to enrich your customer lists for better marketing, optimize your Google Shopping feed for higher sales, or structure your historical records for AI integration, we provide the technical expertise to make it happen.
We treat your data with the same rigor as your finances—ensuring it is accurate, secure, and compliant. Stop letting bad data hold you back and start building a business intelligence engine that drives profit.
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Frequently Asked Questions (FAQ)
Why is a CPA firm offering data services?
Because financial accuracy depends on data accuracy. If your inventory data is wrong, your Cost of Goods Sold is wrong. If your customer data is messy, your sales forecasts are guesses. We view data through a lens of value and compliance, ensuring the information you use to run your business is as reliable as your bank statement.
What is "Data Enrichment"?
It is the process of enhancing your existing lists with missing information. For example, we can take a list of customer emails and append names, locations, and job titles. Or we can take a product SKU and add missing attributes like weight or HS codes. It turns partial records into complete, actionable assets.
How do I know if my business is "AI Ready"?
If your data is trapped in scanned PDFs, handwritten notes, or disorganized folders, you aren't ready. AI needs structured text to learn. We perform AI Readiness Audits to evaluate your current infrastructure and create a roadmap to clean and digitize your files so you can eventually deploy AI tools safely.
Can you help with my Google Shopping feed?
Yes. Product data is the engine of e-commerce. If your feed is missing attributes (like GTINs or standardized titles), Google won't show your ads. We optimize your product data to meet Google's strict requirements, helping you rank higher and lower your ad costs.
Is my data secure with you?
Absolutely. As a CPA firm, we are held to the highest standards of confidentiality and security. We use enterprise-grade encryption for all file transfers and storage, ensuring your proprietary business intelligence remains protected.







