Know exactly where your reporting breaks down — before spending a dollar on a fix.

Who this is for:
Business owners and operators who suspect their reporting is fragmented but haven't mapped the full picture. Ideal as a standalone engagement before any larger project, or as a way to pressure-test your current setup before bringing in additional tools or staff.

What's included:

Intake session to understand your current systems, reporting workflow, and pain points.

Full mapping of every data source that touches your business: accounting, CRM, eCommerce, payroll, scheduling, inventory, and any custom tools.

Assessment of current integration health — what's connected, what's broken, what's missing entirely.

Identification of where numbers diverge across systems.

Written Data Fragmentation Report with each gap prioritized by business impact.

Recommended fix roadmap with realistic scope and cost estimates for each item.

60-minute debrief walkthrough of findings.

What you walk away with:
A clear, written picture of exactly where your data breaks down, what it would cost to fix it, and in what order to tackle it. No ambiguity. No jargon.

Pricing: $2,500–$5,000 flat fee
Timeline: 2–3 weeks
Ongoing obligation: None

Connect your systems. Automate your reporting. Stop reconciling spreadsheets.

Who this is for:
Businesses that have already identified their reporting gaps — or completed a Data Clarity Audit — and are ready to build a unified data infrastructure on top of their existing tools.

What's included:

Full discovery and Data Clarity Audit (included, no additional cost).

Custom data pipeline design connecting your existing systems.

ETL/ELT build using best-fit open-source or cloud tooling (Python, Airflow, dbt, Airbyte, Snowflake/BigQuery/Postgres depending on your stack).

Centralized reporting layer or data warehouse configuration.

Automated data quality monitoring and alerting.

Dashboard delivery in your preferred BI tool (Power BI, Looker Studio, or Metabase).

Full technical documentation and handoff.

30-day post-launch support window.

Commonly connected systems:
QuickBooks Online / Desktop · HubSpot · Salesforce · Shopify · Amazon Seller Central · POS systems · Payroll platforms (Gusto, ADP, Paychex) · Custom spreadsheets · Airtable · Monday.com · and others

Pricing: $8,000–$25,000 fixed fee (scoped after Tier 1 or intake)
Timeline: 4–10 weeks depending on complexity
Ongoing obligation: None — optional Tier 3 retainer available post-build

Ongoing data infrastructure support — without the cost of a full-time hire.

Who this is for:
Businesses that have a working data foundation and need a trusted practitioner to maintain it, evolve it, and keep it accurate as the business changes. The fractional model gives you senior data engineering expertise at a fraction of the cost of a full-time employee.

What's included (monthly):

Pipeline monitoring and proactive issue resolution.

Data quality health checks and alerting.

Dashboard updates and new report development as business needs evolve.

New integration builds as you add tools or change systems.

On-demand advisory for data-related decisions (new software evaluation, reporting design, etc.).

Monthly async check-in and quarterly business review.

Priority response for urgent data issues.

Pricing: $2,500–$6,000/month
Engagement minimum: 12 months
Starting point: Typically follows a Tier 2 Integration Build, though businesses with existing infrastructure are welcome