A CPA who actually gets AI.
Personal Financial Specialist
QuickBooks Platinum Advisor
Zoho Books Certified
Shopify Certified Partner
Most AI consultants don't understand small business books. Most bookkeepers don't understand AI. Small Biz Data sits at that intersection.
Fred Lundin is a Chicago-based CPA who has spent years inside the books of small businesses through Fred Lundin CPA LLC — seeing the same data problems repeat from one client to the next. Small Biz Data was built to fix those problems systematically and prepare owners for the wave of AI tools that are reshaping how small businesses operate.
The mission is simple: get your data in shape, then put it to work. We bring deep accounting expertise, modern data practices, and a no-jargon approach to every engagement.
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