Strategy | Marketing | Technology

Fred Lundin CPA

Expert Advice Focused on Business Growth


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


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


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

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 &

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

Keep it Simple

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


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

Leveraging the Lean Planning Framework, our strategic planning packages for small business owners offer a structured centralized platform to monitor business goals, forecast future revenue, develop budgets, and more.  Each package is custom-tailored to a client’s specific business needs and requirements. 

  • Complete Strategic Business Plan Portal
  • 1:1 Strategy and Brainstorming Sessions
  • Revenue Forecasting and Product Pricing Consultation
  • Budget Development and spending Management
  • 3 and 5 Year Financial Projections

Digital Marketing for Small Business Owners

The Digital Marketing Dashboard is a centralized marketing tool built for small business marketing.  Through automation and technology, business owners are able to manage their marketing efforts, budget, and ROI. 

  • Team Access to Digital Marketing Dashboard
  • Weekly Project and Marketing Campaign Updates
  • Business Listing and Digital Presence
  • Customer Review Detection and Automated Response
  • Customer Engagement Platform for Business Advocates
Crop hand drawing digital marketing plan

Small Business Technology Transformation

Small businesses need to leverage the power of cutting-edge technology to grow their business and streamline operations. Our technology consulting packages focus on technology that enables business owners to focus on growing their business without the distraction of IT downtime or cybersecurity risk.

  • Complete Technology Package for Small Businesses
  • Full Current Technology State Assessment
  • Recommended Long-Term Technology Plan
  • Technology 3 and 5 Year Budget
  • Seamless New Team Member Onboarding
  • Work-Anywhere Technology Solutions
Digital marketing. Interactive screen with business processes over businessman typing on laptop

Small Business Accounting Technology

We have established strategic partnerships with numerous different technology platforms focused on small business growth and accounting. All partners go through a strict vetting process and are monitored using our proprietary method to ensure our recommendations to our clients are the best for their particular business.

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