AI Ready Data Package - New Business Owners

Don't build technical debt. Build a business that runs on AI from Day One.

Fred Lundin CPA offers a specialized New Business AI Ready Data Package for startups and small businesses in their first year of operation. Most businesses wait until they are drowning in messy spreadsheets before they think about data structure. By then, it's too late—cleaning up years of bad data is expensive and painful. We help you skip that phase entirely. We act as your "Data Architect" during your launch phase, setting up your financial and operational systems so they are natively ready for Artificial Intelligence integration.

We don't just set up QuickBooks; we design an entire data ecosystem. We configure your Chart of Accounts with standardized naming conventions that AI tools can easily categorize, set up your CRM with structured fields that support future automated marketing, and implement a "Single Source of Truth" architecture that prevents data silos. You walk away with a pristine, integrated tech stack and a Data Governance Policy that keeps your information secure, ensuring that when you are ready to turn on powerful AI tools, your business actually works with them instantly.