I am a fractional data engineer. I partner with CPA and Advisory firms to automate the messy work of connecting client systems, so you can focus on delivering high-value insights.
The Bottleneck in Advisory Services
You know that Advisory is the future of your firm. Your clients are asking for deeper insights into their unit economics, hiring efficiency, and customer profitability. These are services that command premium retainers.
However, delivering these insights is often unscalable. It requires you to export data from billing systems, fight with inconsistent general ledgers, and maintain fragile spreadsheets. As you add clients, the manual workload increases linearly, capping your firm's growth.
I solve this by building infrastructure. I turn your manual data preparation into an automated, reliable system.
My goal is to help you move from "Excel-based consulting" to a "Tech-enabled Platform." I build the backend that allows your firm to offer a modern, interactive experience to your clients.
I have built a high-level mockup of what your firm's advisory platform could look like. This includes automated anomaly detection, AI-assisted analysis, and client portals.
I act as your firm's technical partner. You bring the clients and the accounting expertise; I handle the data engineering. Here are the standard deliverables included in a partnership:
I connect your clients' disparate systems—QuickBooks, Gusto, Stripe, Shopify—using secure, read-only APIs. I build the "pipes" that move data automatically every night, so you don't have to deal with CSV exports.
Raw data is rarely ready for analysis. I codify the business logic to clean and join this data. I normalize department codes, calculate fully burdened labor costs, and attribute revenue to specific channels automatically.
I set up professional, white-labeled dashboards that you can share with your clients. These replace static PDF reports with interactive views where clients can see their cash runway, burn rate, and KPIs in real-time.
Talent Economics: Revenue per employee, turnover costs, and fully loaded payroll analysis.
Customer Economics: CAC, LTV, and cohort retention analysis derived from billing data.
Unit Economics: Gross margin analysis by product line or service type.
I am Chris Davis. I have spent fifteen years as a Data Engineer at companies like HubSpot and Klarity, building analytics infrastructure for enterprise revenue teams. I am also CPA-eligible.
I occupy a unique space: I have the technical skills to build complex data systems, but I also understand ASC 606, deferred revenue, and the nuances of the General Ledger.
I started RevQL because I've seen the data challenges faced by accountants who want to operate more strategically. I bridge that gap.
The "Design Partner" Model
I work with a limited number of firms on a fractional basis. I am not a vendor you buy software from; I am a partner who builds your software.
Simple, Aligned Pricing
I charge a flat monthly rate per advisory client you enroll in the system.
There are no large upfront implementation fees.
There is no revenue sharing.
This model protects your margins. If you charge a client $2,000/month for advisory services, my fee is a fraction of that, ensuring the unit economics work in your favor from day one.
Capacity
Because this is a high-touch, custom service, I can only work with a small cohort of firms at a time. I am currently accepting two new partners for Q1 2026.
If you have advisory clients today but struggle with the manual workload required to serve them, we should talk.
The form takes 2 minutes. I typically schedule 30-minute introductory calls to discuss your current tech stack and client needs.