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Strategy | Marketing | Technology

Fred Lundin CPA

Expert Advice Focused on Business Growth

Business
Strategy

Strategic 1:1 Consulting Sessions
Lean Business Plan Development
Revenue & Expense Forecasting
Strategic Reports & KPI Dashboard

Digital
Marketing

Digital Marketing Dashboard
Virtual Listings Management
Review Monitor & Responses
Content Strategy Automation

Technology
Transformation

Digital Transformation Strategy
The New Hybrid Workplace
Software & Systems Management
Hardware Lifecycle Management

Blending Strategic Planning Digital Marketing and
Technology Transformation?

Taking a wholistic approach to small business growth requires consideration of all business functions. Through development of an ongoing lean business strategic plan, implementation of a digital marketing strategy, and integration of transformative technology, business can successfully achieve business objectives & sustainable profitability growth. 

Business Growth Strategy Infographic

Fundamental Principals

Client Centered
Approach

Clients are the most valuable asset to our business. Our success as a firm is directly aligned with our client's success, growth, and long-term profitability.

Innovation &
Invention

Focus on emerging technology trends, products, and systems to identify opportunities for technology augmentation and process automation

Keep it Simple
Mentality

Simplifying complex business topics for our clients allows business owners to fully monitor and understand their business through simple reporting & KPIs

Long-Term
Relationships

Our core services are built around developing long-term ongoing relationships with clients. Forming long-term relationships allows mutual long-term benefits

Technology Enabled Reporting

Business Strategy Dashboard

Easy to understand strategic dashboard with historical metrics & KPIs

LivePlan Screenshot

Digital Marketing Dashboard

Centralized marketing intelligence and results tracking

Digital Marketing Dashboard Demo

Technology Dashboard

Track technology spending, usage, and budgeting across organization

Techstack Screenshot

Pricing & Engagement Structure

Strategic Business Planning for Growth

Digital Marketing for Small Business

Technology Transformation

Small Business Accounting Technology

A sample of our strategic technology partner brands focused on small business accounting & growth

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