ALTO PRO, LLC. CPA'S AND CLOUD CONSULTANTS
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732-778-9157
altopro@cpa.com

Business Intelligence

Helping Businesses with Intelligence to make the right decisions
Schedule a Free Consultation

Dashboards and Analytics

Peter Drucker stated, “If you can’t measure it, you can’t improve it". 

Business Intelligence is an ambiguous term and if you are reading this, you must be curious. Introducing "Big Data" and "Business Intelligence" to small business can be very perplexing and confusing for owners. The options are endless and the price tags are all over the place. It is no wonder that small businesses make bad choices in selecting the right solution. The higher the complexity and variety of solutions to pick from, the higher are the chances of picking the wrong solution.

Our Target Market: Up to and including mid sized businesses.

Services provided: Business Intelligence; Implementation all the way to custom analytics and analytics executed by triggers and workflows

Goals: Provide a single source of truth; fulfill all of your reporting requirements; Answer all of your Why? questions; etc. etc.

Tools provided: Tools will depend on the needs of your business and what you can afford.
  • Excel Analytics (with or without a business intelligence tool)
  •  Analytics to support Xero, Quickbooks, Zoho and Salesforce

Businesses need to be data driven what’s the right analytics and reporting

Key decisions on pricing, inventory and procurement can be made confidently using agreed-upon data.
4 key areas for business intelligence
  • Financials. Projections vs actuals. They may even want this information drilled down by product, industry or client. Profit margins, track: expense profit per customer, growth rate and customer retention rate.
  • Customer Satisfaction. From the number of customer service calls you receive to your product recommendations in the market. What is your complaint rate? Return rate? Customer satisfaction survey results?recommend you to their friends and family?
  • Marketing
  • Productivity. How are your business units accomplishing their goals—what’s the percentage of completion to each departmental goal? Is inventory matching production? Are customer quoted deadlines being met? Are your employees happy? This category may even include stats like employee retention numbers.
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Services

Businesses need more than traditional accounting/tax compliance and advisory services. To deliver a modern product or service, today's business needs a modern solution.  We help drive 

Services

Businesses need more than traditional accounting/tax compliance and advisory services. To deliver a modern product or service, today's business needs a modern solution.  We help drive 
Schedule a Free Consultation

Alto Pro, LLC.
277 Rutledge Dr
​Red Bank, NJ 07701​
P: 732-778-9157
E: contact@altopro.co




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  • Home
    • M BlankBoxes >
      • M Blank
    • Notes
  • Future
    • Freelancer
    • Rideshare Services
  • Services
    • Payroll HR
    • DataDear
    • Zoho Suite
    • Accounting >
      • Business Formation
    • Inventory Management
    • Business Intelligence
    • Income Taxes >
      • Tax Insights >
        • Tax Contact
        • Start Tax
  • Resources
    • Learning
    • Educational BLOGS
  • Contact Us
    • Free Consultation >
      • Disclaimer
      • 04 03 18 >
        • 04 03 18 2
        • Read Watson 2 03 24
        • Read Watson 3 03 24
        • Read Watson 4 03 24
      • Read Tax 03 17
      • Read Tax >
        • Pass Through
        • GreatTax
        • M Blank
✕