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Data Insights for Growing Businesses

We align your data with business objectives, empowering your team to improve performance and make better decisions.

We unify your data into a single source of truth so you can access reports and analytics at your fingertips. We streamline your systems, remove duplicative data entries, and automate data flows.

We track KPIs on dashboards that keep your team focused and motivated. We don’t just execute; our team of strategy experts develops and validates KPIs based on your goals. 

We uncover key insights from your data so you can make strategic decisions with confidence. Know when to hire, which customers are likely to leave, and where to invest marketing dollars.

Our Team

Our strategy experts combine big business expertise with small business agility. They bring a wealth of experience from the world’s top consulting firms to empower growing businesses. We don’t just execute; we collaborate with our clients to determine the right structure, processes, and metrics, ensuring your business thrives in an ever-evolving landscape.

Lucy Zhang

Lucy Zhang

  • SetSail - founded and grew tutoring business to seven figures
  • BCG - advised Fortune 50 companies on strategic priorities
  • Harvard College (BA); The Wharton School (MBA) 
Rusty

Rusty Mason

  • New ventures - built 4 market-leading products and organizations
  • Deloitte – helped BigTech players grow revenue and optimize operations
  • Harvard College (BA); Harvard Business School (MBA) 
Smrecek_Headshot

Jeffrey Smrecek

  • Deloitte - launched and ran two 7-figure startups; 15 years of technology and strategy consulting
  • Bentley University (BS); UNC Kenan-Flagler Business School (MBA) 

Our Trusted Partners

Lisa Wise, Founder & Chief Strategist, Flock
“We are a 14-year family of service companies with ~$7M in annual business. We’re not only homegrown, but we’re bootstrapped. We didn’t have the luxury of consultants and, often, when we did take a chance to engage them, we found ourselves with more work, more problems, and depleted resources. While proud of what we’ve done as a company, we knew the right third-party perspective and deep dive would give us a critical perspective on performance, operations, gaps and needs within our company. Flock’s engagement with Taro has been game changing – they are exactly what we were looking for, but also care as much about their work as we do ours. We have clarity on why we are in the position we are, a clear path with actionable guidance towards where we want to be, a custom dashboard with specific performance metrics that keep us on track, and the data insights to make reasoned decisions in tough situations.”

Ann Dolin, M.Ed., Founder & President, Educational Connections

“I hired Taro to help us streamline a number of the manual processes in my company that were not only taking an inordinate amount of time, but were draining my employees. Taro made several changes to our processes that saved us significant money and time. Invoicing alone used to take us three days, now it takes four hours. I’m grateful to Taro and highly recommend their services!”

Daniel Ascher, M.Ed., Founder & President, A+ Test Prep and Tutoring

“Working with Taro is both a pleasure and a great fit for what our business needs. The insights from the monthly dashboard they provide is extremely useful and helps us stay focused on our most important metrics. The team is always open to working with us to customize the dashboard to meet our needs, while also making sure that the information provided is accurate, actionable, and germane to meeting our business goals. They are also committed to educating us about how to make the most of our data to improve our services, increase our efficiency, and stay profitable.”

Paul Fischl, D.D.S, Former President & Owner, Fischl Dental Associates P.C.

“When it came time to sell my family practice of nearly 70 years, my broker informed me that we attracted more interest than his other clients because we had gone fully digital with our patient charts. I was able to list my practice with a 20% premium and received a signed letter of intent for the full asking price before the listing had even been published. Our operational and financial reports were easy to produce and validate which established trust with the buyer during due diligence, and the sale of my practice was complete within 4 months of hiring a broker."

Interested in a free strategy assessment to uncover opportunities for your business?

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Data-driven solutions help leaders make better business decisions, faster

"Data-driven businesses are 23 times more likely to acquire customers, six times more likely to retain customers, and 19 times more likely to be profitable."

"Companies that use data-driven decision-making are five times more likely to make faster decisions than their competitors."

"Data-driven companies are 58% more likely to beat revenue goals than non-data-driven companies."