About 4impactdata

We’re an AI-powered platform that helps CPA firms deliver 10X Advisory.

Less dashboard. More direction.

10X Advisory

At 4impactdata, our Business Guidance System empowers CPA firms, CAS teams, and advisors to deliver 10X Advisory, using clear financials and AI-powered next steps.

Unlike traditional dashboards that only show historical reporting, 4impactdata drives growth and client success through proactive advisory.

Built on the “Codified Wisdom” of top teams, 4impactdata enhances advisory by providing actionable insights across your entire client base, all without adding headcount.

As a result, we’re changing the odds for business owners and helping firms make a bigger impact, one client at a time.

Who we are

4impactdata built the Business Guidance System to help firms 10X their advisory capacity without adding headcount.

Our vision

Have a positive impact on 1,000,000 people in communities by helping 10,000 companies survive and thrive.

Our mission

Our mission is to change the odds for business owners, giving them a better chance to survive and thrive through smarter, faster decisions.

The 4impactdata Way

We’re here to guide you.

We believe that with the right guidance, any team can achieve extraordinary results, and we’re committed to making that happen for you.

Our Core Values

Make a Difference
Be a Go Giver
Continuous Learning
Fun Loving Attitude
Scaling your advisory practice is hard

Retention-Driving Action

We go beyond historical reports and passive dashboards, delivering clear, actionable next steps your team can use in real time. No more guesswork. Just client-ready guidance, right when it matters.

Turn data into direction, not just reports

4impactdata transforms financials into real-time, AI-powered guidance, so your firm can deliver proactive advisory, not just reports.

You had one job...
What if your advisors had the one advantage that changes everything?

Our research shows that CAS teams dramatically increase client success when they harness the codified wisdom of top-performing firms, turning experience into strategic advantage across every engagement.

At the idea board
What if you could scale proactive advisory?

The breakthrough came when we realized that “codifying” and scaling the insights of top teams could transform outcomes. That’s the foundation of our solution.

Light bulb concept, having a new idea, brainstorming, start up business, creative marketing
The Answer: An AI-powered platform

Our platform embeds proven advisory expertise into AI, combining real-world experience with continuous learning to deliver smarter, faster guidance.

AI robot frame technology, abstract futuristic tech design with blank space
Built for impact — simple and affordable

We designed our platform to be easy to implement and cost-effective, so firms can help more clients not just survive — but thrive.

Successful and happy business team
You know your clients. We help you guide them.

Meet Our Leadership Team

Over 100+ years in the data space. Our team has powered strategies for industry leaders. Now we’re bringing that experience to help your firm deliver proactive advisory.

About 4impactdata
Eric Eager
Co-Founder & CEO

Chris Hagans
Co-Founder & CTO

Marty Carney
Co-Founder & CSO

Brian Nicholson 
COO

Elizabeth Davis
Chief Growth Officer

Charles Sammons
Director of Product Management

Alex Manning
Customer Impact Manager

Alexis Kongmani
Growth Marketing Manager

Elliot Hoover joins 4impactdata as Client Growth Manager
Elliot Hoover
Client Growth Manager

Meet Our Strategic Advisors

Barry Melancon
Former President & CEO

AICPA

Pat Asp
Founder & Principal

ASPire

Martin Bisset joins 4impactdata as advisor.
Martin Bissett
Founder

The Bissett Group

Burt Copeland
Founder & CEO

New Life CFO Services

Linda Fisk
Chairwoman

LeadHERship Global

Jason Hammons
Commercial & Private Banking Executive

Randy Johnston
Executive VP

K2 Enterprises

Larry King
CPA

CGMA

Richard Margolin
CTO

Highwire Capital

Van Sheets
Former CEO & Chairman

Dixie McCurley is added as an advisor for 4impactdata.
Dixie McCurley
Partner & CAS Thought Leader

Cherry Bekaert

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