Data2Profit is celebrating our 3rd Year in Business!
When our website went live in October 2018, I had 25+ years of financial and business analysis leadership, and just finished a successful engagement through another firm. “I can do this myself!”
A former P&G colleague soon referred me to a large homebuilder. Two months later I revealed why their profits were not growing as fast as home sales, how they could manage cash more effectively and improve operations. Then I got on the real ride… reality.
Small business owners ride their own unique, 24/7 roller-coaster. It is surprising how your mindset can soar after a win. And how quickly it can plunge. Several times a day! You quickly learn what you don’t know. It often takes much longer to fix.
With help from some amazing people, I worked through many challenges and continue to improve. Special gratitude goes out to Pat Miller, Ariel Kopac, Brad Herda, Michael Rampolla, Lisa Raebel, and Angelika Coghlan. They, along with many others, encouraged me to get better and tell the Data2Profit story.
Our Vision: Accelerating success for leaders of small-medium sized companies by unlocking the power of their untapped data.
Our Mission: We align our client’s strategies, capabilities, and culture with expert financial and business analysis to create new information that drives success.
Our vision and mission reflect several “truths” I firmly believe in:
Every leader has more to learn about their business. I began my career with Procter & Gamble finance and accounting. As a finance manager, my job was to dig into numbers and advise senior management and sales, marketing, and operations professionals on “what happened”, “why it happened”, and “what to do next.” Unfortunately, at smaller companies, these roles rarely found. Leaders instead rely primarily on the accountant's perspective and GAAP financial statements.
Fun and professional pride come through client success. When you can offer insights that drive sales, provide information to make better decisions, or solve problems clients did not realize they had, it’s pretty darn fun!
Creating ‘urgency’ and a more ‘tangible’ solution remains a challenge. Every business owner or leader must have an accountant. But until they get a full-time CFO who asks different questions (or should!), they rarely work with a business analysis expert. These leaders have not experienced how new information can help them better understand, manage, and grow their business. That is why Data2Profit is also investing to develop software solutions for small-medium sized businesses. Stay tuned!
Someone once called me a "Data Magician" and at first I resisted. But telling a leader something they did not know about their business can be... magical. It is almost literally turning data into profit! I sincerely appreciate the support so many people have offered. I wish I could tell everyone personally… THANK YOU!
So what do you think? Whether you are the leader of a business or a trusted partner, I would love to have some fun learning and exploring with you. Let’s have a coffee, virtual or in-person, sometime soon by clicking the link below.
Wishing you all continued success,
Lynn
