Data Expertise with a Business-Focused Approach
Forward Data Consultants was built on experience in accounting, finance, and business operations, shaping how we approach reporting and data systems.
Overview
Forward Data Consultants works across reporting, data integration, and business operations to build systems that simplify reporting and reduce manual processes.
Our approach is informed by experience in accounting, finance, and business operations, shaping how reporting, data models, and workflows are designed and implemented.
Jeremy Johnson
Jeremy has a background in accounting, FP&A, and business intelligence, shaping how he approaches reporting and data systems.
He has experience building dashboards, data models, and integrations across Power BI, SQL, Python, Microsoft Fabric, and business platforms including BigTime, Deltek Costpoint, and Agility by DMSI.
His experience includes work across construction and industrial fabrication, insurance brokerage operations, professional services, and finance-focused reporting environments.
Who We Work With
Forward typically works with organizations in the $5M–$500M revenue range that have growing reporting and data needs but limited internal data engineering resources.
CFOs & Finance Leaders
Organizations that need consistent financial and operational reporting across multiple systems and departments.
Organizations Outgrowing Manual Reporting
Teams moving from spreadsheet-driven reporting toward centralized data models and automated reporting processes.
Operations & IT Leaders
Teams managing fragmented systems and manual reporting processes that need a more centralized reporting structure.
Tools & Platform Expertise
Primary Tools
SQL
Complex queries, stored procedures, and database design across SQL Server, PostgreSQL, and more.
Microsoft Power BI
Interactive dashboards, DAX measures, and enterprise-scale reporting that drives decisions.
Microsoft Fabric
End-to-end analytics platform — lakehouses, data pipelines, and unified data engineering.
Python
Data transformation, automation scripts, and advanced analytics with pandas, NumPy, and more.
Excel
Advanced financial modeling, pivot reporting, and VBA automation for complex workbooks.
Microsoft Power Platform
Power Automate flows, Power Apps, and Dataverse for operational workflows and internal tooling.
Platform Integrations
Bigtime.net
Time tracking, project accounting, and billing integrations for professional services firms.
Deltek Costpoint
Government contractor ERP — project costing, labor distribution, and compliance reporting.
Agility by DMSI
Lumber and building materials ERP — inventory, purchasing, and financial reporting.
QuickBooks
Online and Desktop editions — data extraction, reporting automation, and system integrations.
HubSpot CRM
Pipeline analytics, marketing attribution, and custom reporting across the HubSpot ecosystem.
Zoho CRM
Sales reporting, workflow automation, and data integrations with the broader Zoho suite.
Qualtrics XM
Experience management data — survey analytics, feedback pipelines, and insight dashboards.
SQL Databases
Direct connections to SQL Server, MySQL, PostgreSQL, and other relational databases.
Business-Driven Reporting and Data Systems
Reporting and data systems should essentially describe core business processes. The goal is to improve visibility, reduce manual work, and make reporting more consistent and reliable.
Forward designs and implements reporting systems, data models, integrations, and automated workflows based on the organization's existing processes and reporting requirements.
This may include Power BI dashboards, centralized reporting models, API integrations, or automated data pipelines that replace manual reporting processes.
Simplify. Optimize. Move Forward.
