Get Your Business Data AI-Ready.
Small Biz Data helps owners turn scattered spreadsheets, paper invoices, and three different customer lists into clean, structured data that AI can actually use — led by a CPA who understands both your books and the technology.
Certified & Integrated With 300+ Software Platforms
Seven Steps to AI-Ready.
A practical, sequential process for getting your business data in shape — whether you're starting from scratch or cleaning up years of accumulated mess.
Take Inventory
Map every place data lives — QuickBooks, spreadsheets, email, POS, CRM, paper files. You can't fix what you can't see.
Clean & Standardize
Standardize names, addresses, dates, and codes. Remove duplicates. Fill gaps. Establish naming conventions going forward.
Centralize & Structure
Move toward a single source of truth. Convert scattered PDFs and free-text into structured, AI-readable formats.
Govern Access
Decide who can access what. Protect customer PII. Choose AI tools that don't train on your inputs.
Document Processes
Write down how the business actually runs. Context turns generic AI into something that understands your business.
Pilot the Wins
Start with bookkeeping categorization, customer comms, or cash flow forecasting. Repetitive, low-stakes, high-value.
Build Feedback Loops
Spot-check AI outputs. Capture corrections. Improve over time. Trust is earned by the AI, not assumed.
Each step comes with a plain-English playbook and a workbook your team can use.
Score Yourself First.
Our AI-Readiness Checklist walks the seven steps as a self-assessment — 37 questions on a four-point confidence scale. Most owners find gaps in several of the seven steps on their first pass. That's normal.
Foundation Needed
There's high-value work to do before AI tools will deliver real ROI. Start with a Data Audit. See Services →
Cleanup Ready
Solid base. A Cleanup & Setup engagement gets you to your first AI pilots in about 8–14 weeks. See Services →
Pilot Ready
You have a strong foundation. Time to focus on AI pilots and ongoing advisory. See Services →
Three Ways to Start.
Whether you need an initial assessment, hands-on cleanup, or an ongoing partner — there's an engagement that fits.
Data Audit
- Full inventory of where data lives
- Risk & redundancy report
- AI-readiness scorecard
- Prioritized cleanup roadmap
- 90-min walkthrough call
Cleanup & Setup
- Everything in the Audit, often credited
- Hands-on data cleanup
- System consolidation
- Naming & governance standards
- Two AI pilot implementations
- Staff training & 60-day support
Ongoing Advisory
- Quarterly data health reviews
- New AI tool evaluation & rollout
- Vendor & security oversight
- Priority support
- CPA-led financial integration
What a Data Audit Usually Turns Up.
A system no one owns
Data with no backup
Someone using a free AI tool with customer information
Ready to Make Your Data Actually Useful?
Book a free 30-minute assessment. We'll walk through your current data situation, spot the highest-leverage fixes, and give you a clear path forward — no commitment.
No commitment · No technical jargon · 30 minutes