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Empowering small businesses with data, strategy, and smart automation.

Transform your business operations with technology-driven solutions that drive efficiency, growth, and competitive advantage.

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Consultlytics team

About Us

At Consultlytics, we bridge the gap between finance, technology, and operations to deliver practical, scalable solutions for growing businesses. Founded in 2024, our mission is to democratize access to enterprise-grade technology solutions for small and medium-sized businesses.

Our team of CPAs, data scientists, and technology experts brings a unique blend of skills to every client engagement. We understand the challenges that small businesses face and are committed to providing solutions that drive real results.

We believe that technology should be an enabler, not a barrier. That's why we focus on creating solutions that are not only powerful but also user-friendly and accessible to businesses of all sizes.

Licensed CPA's
17+ Industries

Our Services

We deliver tailored technology solutions that address your unique business challenges and drive sustainable growth.

Business Process Automation

Streamline operations and reduce manual tasks with custom automation solutions that save time and minimize errors.

Financial Planning & Analysis

Gain deeper financial insights with advanced FP&A tools that help you make data-driven decisions and forecast with confidence.

ERP & System Integration

Connect your business systems and eliminate data silos with seamless integrations that enhance productivity and visibility.

Data Strategy & Dashboarding

Transform raw data into actionable insights with custom dashboards and visualization tools that highlight key business metrics.

Technology Advisory

Navigate technology decisions with confidence through expert guidance on digital transformation and IT strategy.

Custom Software Solutions

Address unique business challenges with tailored software solutions designed specifically for your operational needs.

Why Choose Us

We combine technical expertise with business acumen to deliver solutions that drive meaningful results.

Tech-savvy, CPA-led Team

Our unique blend of financial expertise and technical knowledge ensures solutions that are both innovative and financially sound.

Tailored Solutions

We don't believe in one-size-fits-all. Every solution we deliver is customized to address your specific business challenges and goals.

Cross-Industry Experience

With experience across manufacturing, healthcare, retail, and more, we bring best practices and insights from diverse business environments.

Data-Informed Strategy

We help you leverage your data assets to make strategic decisions that drive growth and competitive advantage.

Success Stories

See how we've helped businesses like yours achieve remarkable results.

Manufacturing automation case study

Data Automation & Strategic Reporting

A local service provider was juggling data from multiple systems to schedule her staff, track utilization, and monitor margins—often spending hours each week piecing together spreadsheets. We automated the ETL process and built a streamlined data pipeline that consolidated all sources into one management dashboard. Now, she has real-time insights at her fingertips, enabling smarter scheduling, improved resource utilization, and a clear view of profitability across every job.

Healthcare analytics case study

Monthly Accounting Support

A local service-based business was struggling to close their books accurately and on time, leading to delayed financial insights and missed tax deadlines. Our team stepped in to streamline their month-end process, standardize reconciliations, and ensure all transactions were properly categorized. Within two months, their close cycle was reduced from three weeks to just five days, giving the owner timely financial clarity to manage cash flow and plan for growth.

E-commerce optimization case study

Financial Forecasting for Financing

An early-stage manufacturing company needed funding to expand but lacked a clear financial projection to present to lenders. We worked closely with the founder to build a detailed, data-driven forecast that demonstrated revenue growth, cost management, and repayment capacity. The polished financial package not only secured a loan at favorable terms, but also became the company’s roadmap for hitting key milestones over the next 18 months.

What Our Clients Say

Don't just take our word for it. Here's what business leaders have to say about working with us.

"Consultlytics transformed our financial reporting from a monthly headache to a real-time strategic asset. Their team understood our business challenges and delivered solutions that actually work for our team."

Owner, Local Professional Services Firm

"The automation solutions implemented by Consultlytics have given us back countless hours that we now use for strategic growth initiatives. Their team's technical knowledge combined with business acumen is rare and valuable."

Founder, E-Commerce

"Working with Consultlytics has been a game-changer for our practice. Their data solutions have allowed us to identify and focus on what really matters each month."

Co-Founder, Retail startup

Let's Work Together

Ready to transform your business with technology-driven solutions? Reach out to us today to schedule a consultation and discover how we can help you achieve your goals.

info@consultlytics.com
Philadelphia, PA

Send Us a Message

Frequently Asked Questions

Find answers to common questions about our services and approach.

We primarily work with small to medium-sized businesses across various industries including manufacturing, healthcare, professional services, e-commerce, and retail. Our solutions are scalable and can be tailored to businesses at different growth stages.

Project timelines vary based on scope and complexity. Simple automation projects may take 4-6 weeks, while comprehensive ERP implementations can take 3-6 months. During our initial consultation, we'll provide a detailed timeline based on your specific requirements.

We offer both project-based and retainer pricing models. For defined projects, we provide fixed-price quotes based on scope. For ongoing support and advisory services, we offer monthly retainer packages. All pricing is transparent with no hidden fees.

Yes, we offer various support options including technical support, user training, and system optimization. Many clients choose our managed services package which includes regular check-ins, system monitoring, and continuous improvement initiatives.

We take a comprehensive approach to change management that includes stakeholder engagement, customized training programs, detailed documentation, and post-implementation support. Our goal is to ensure your team not only accepts but embraces new technology solutions.

Ready to Transform Your Business?

Take the first step toward optimizing your operations and driving growth with technology-enabled solutions.

Consultlytics