Helping you monitor, analyze, and easily forecast your results so you can focus you and your team’s energy on improving, adapting, and planning for exceptional and profitable results.

You know the challenge; we see it all the time. As a company grows, more reporting is developed, more data points are needed, and different groups have different needs. Before long, the company is swimming in a divergent and incongruent sea of excel sheets, AI tools, and databases, pulling together information. Across departments, the company employs an ever-growing army of analysts, accountants, tech support, and managers, all spending hours compiling, messaging, and checking information. All this reporting does not serve their market or make money; instead, it is the ability to draw insights, make decisions and take action that adds value. We fix the former so you can focus on the latte.

We integrate disparate systems and information sources into real-time, meaningful dashboards customized for each user’s unique needs. We focus on automation and data integrity so you can sustain and trust the metrics you depend on to make good decisions.

With over 40 years of expertise building reporting tools for large global corporations like Sony to small local non-profits, we have built a methodology that is efficient, cost-effective, and ensures the integrity and security of data, flexibility in adapting reporting needs, and frequent or real-time updates with ease. We use the systems and data you already have and build from here with an agile process, so you have usable results in weeks not months.

Most important, our expertise extends beyond technology and systems integration. As former financial managers, CPAs, business owners, and senior advisors, our expertise helps translate what you wish you had into the dashboard of your dreams. We use a step-by-step process that enables us to start delivering results almost immediately. As you see and use the outputs, you will gain cl.

CPO Consulting LLC

Org chart

Teams

Offices