DATA REPRISE

Outsourced CFO &
Accounting Services
for Small Businesses
Nationwide

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WHO ARE WE?

Accounting. Analytics.
Strategic
Growth.

At Data Reprise, we provide outsourced CFO services, full-service accounting, and data analytics consulting for small and mid-sized businesses across the U.S.

Our team delivers the financial clarity, strategic insight, and process automation you need to grow — without the cost and complexity of hiring a full-time finance department.

Whether you need restaurant accounting services, real estate cash flow analysis, or custom business dashboards, we help you make smarter, faster, and more profitable decisions.

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Our Partners



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  • Logo of Trinet, with its name written in large lowercase letters in dark blue, and a small orange arrow-like symbol above the letter 't'.
  • Logo of ADP, with the name written in capitalized red letters merged together next to each other.
  • SS&C Technologies logo with the letters S,S, & C written in blue.
  • Tableau logo with multicolored plus signs forming a grid pattern and the word 'tableau' in lowercase blue letters.

Why Choose Data Reprise for Your Business Consulting Needs

  • Outsourced CFO Expertise That Pays for Itself

    Reduce overhead and eliminate the headaches of recruiting, training, and retaining in-house finance staff. We bring enterprise-grade financial strategy at a fraction of the cost — helping you boost profitability and cash flow.

  • Advanced Small Business Accounting Solutions

    We manage your books with precision using QuickBooks Online, cloud accounting platforms, and automated workflows — giving you accurate, real-time financial data so you can focus on running your business.

  • Data Analytics That Drive Results

    We transform raw numbers into interactive dashboards and KPI reports so you can track performance, identify trends, and take action faster. From restaurant profit margins to real estate ROI, we provide the insights that matter.

OUR EXPERTISE

While our services work for any industry, we specialize in:

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Family Offices & High-Net-Worth Individuals

Consolidated Reporting

Asset Tracking

Wealth Management Support

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Real Estate Accounting & Development

Budget tracking

Cash Flow Forecasting

Investment Performance

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Restaurant & Hospitality Accounting

Multi-location reporting

Menu profitability analysis

Cost control strategies

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Is your business in another industry?

We can help! Reach out today and schedule a free consultation.

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Our Proven 5-Step Client Process

  • Step 1: Start With a Free Strategy Call

    We’ll discuss your goals, challenges, and growth opportunities.

  • Step 2: Systems & Workflow Audit

    We’ll review your accounting software, reporting tools, and operational processes.

  • Step 3: Tailored Financial Roadmap

    We’ll deliver a step-by-step plan with clear timelines, deliverables, and KPIs.

  • A hand-drawn icon of two overlapping gears, the top one in black and the bottom one in blue.

    Step 4: Implement & Optimize

    We’ll set up your systems, dashboards, and reporting for maximum efficiency.

  • A hand-drawn icon of a line graph with a blue line ascending, and a black line descending.

    Step 5: Ongoing CFO-Level Support

    We’ll provide monthly reviews, real-time reporting, and forward-looking financial planning.

TESTIMONIALS

What Clients are Saying


“Adam operates like a forensic accountant searching for best practices across workflows, accounting, and operations… he makes complex issues appear simple.”

Jon L., SS&C

“Adam helped tackle our biggest accounting issues. He is the best!”

John F., J.P. Morgan

“Adam is one of the hardest working, most dedicated professionals… honest and trustworthy.”

Ralph S., Riverloft Capital


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