Name: Liv Data LLC
Address: 1330 Avenue of the Americas, New York, United States, NY, 10019, US
Telephone: 2014778513
Price range: $300+
Rating: 5.0

Finance Operations Powered by AI

Overview Liv Data LLC is a modern finance consultancy that bridges the gap between traditional accounting and future-ready financial intelligence. We replace fragmented finance operations with a single, integrated partner dedicated to helping startups and mid-market companies scale.

Unlike traditional firms that just "keep the books," we deploy a Run, Transform, Advise model that combines expert human oversight with advanced AI automation.

Our Service Model:

Min project size
$25,000+
Hourly rate
$300+ / hr
Employees
2 - 9
Locations
New York, NY
Year founded
Founded 2023

No have been added yet...

Pricing Snapshot

Min. project size $25,000+

Avg. hourly rate $300+ /hr

Rating for cost 5 /5

Most Common Project Size

Confidential based on 1 review

< $10,000 $10,000 - $49,999 $50,000 - $199,999 > $200,000

Learn more about SEO pricing

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FAO Packages

starting at $7,500/total

Overall Review Rating

5.0

Quality

5.0 /5
Schedule

5.0 /5
Cost

5.0 /5
Willing to Refer

5.0 /5

See all 1 Reviews

Liv Data LLC Reviews

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Fractional CFO Services
Confidential
Jan. 2025 - Ongoing

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"Liv Data LLC is highly smart and understands my business exceptionally well."

Feb 16, 2026

President, BW Cyber

Michael Brice

Financial services
New York City, New York
11-50 Employees
Online Review
Verified

Liv Data LLC provides ongoing fractional CFO services for a cybersecurity firm. The team is responsible for managing the client's budgeting, financial reporting, and financial planning tasks.

Liv Data LLC's efforts have led to significant operational improvements, which have translated directly into gross margin and earnings before interest, taxes, depreciation, and amortization improvements. Moreover, Liv Data LLC has a disciplined and flexible approach to project management.

BACKGROUND

Introduce your business and what you do there.

I’m the president of BW Cyber, a company that provides tailored cybersecurity solutions, compliance support, risk assessments, training, and cyber incident response for SEC, FINRA, NFA, and CFTC registrants that include hedge fund advisers, PE, and PE portfolio companies — simplifying complex cybersecurity and regulatory requirements.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Liv Data LLC?

We needed help to properly document our financial operations and provide a structured P&L tailored for the professional services industry.

SOLUTION

What was the scope of their involvement?

Liv Data LLC provides outsourced CFO support and strategic financial analysis and advice. The team handles budgeting, financial reporting, and financial planning tasks.

What is the team composition?

We work with one teammate from Liv Data LLC.

How did you come to work with Liv Data LLC?

Someone referred Liv Data LLC to us. We chose them over other options because they were a great culture fit.

What is the status of this engagement?

We started working together in January 2025, and the engagement is ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

Liv Data LLC's work has led to significant operational improvements, which have translated directly into gross margin (GM) and earnings before interest, taxes, depreciation, and amortization (EBITDA) improvements.

How did Liv Data LLC perform from a project management standpoint?

Liv Data LLC's project management is very disciplined and flexible. We communicate via virtual meetings.

What did you find most impressive about them?

Liv Data LLC is highly smart and understands my business exceptionally well.

Are there any areas they could improve?

I don't think there's anything they can improve on.

RATINGS

5.0

Showing 1-1 of 1 Reviews

Run–Transform–Advise Assessment

A structured finance and AI maturity assessment evaluating your Run (operations), Transform (systems & automation), and Advise (FP&A & decision intelligence) capabilities. We identify process gaps, data bottlenecks, and automation opportunities, delivering a prioritized roadmap with ROI and implementation guidance.

Small

Best for companies under $20M revenue

$7,500 /total

Executive stakeholder interviews
Finance process diagnostic
Systems & automation review
AI opportunity identification
Prioritized roadmap summary
1 week delivery

Medium

Best for scaling firms $20M–$75M revenue

$15,000 /total

Executive stakeholder interviews
Finance process diagnostic
Systems & automation review
Cross-functional finance assessment
ERP & data architecture review
4 week delivery

Large

Best for multi-entity or PE-backed firms

$30,000 /total

Executive stakeholder interviews
Finance process diagnostic
Systems & automation review
Cross-functional finance assessment
ERP & data architecture review
6 week delivery

Features	Small $7,500 /total	Medium $15,000 /total	Large $30,000 /total
Executive stakeholder interviews
Finance process diagnostic
Systems & automation review
AI opportunity identification		–	–
Prioritized roadmap summary		–	–
Cross-functional finance assessment	–
ERP & data architecture review	–
Workflow bottleneck analysis	–
Automation & AI use case mapping	–
ROI impact model	–
Phased transformation roadmap	–
Executive presentation	–
Data consolidation review	–	–
Control & risk analysis	–	–
AI agent feasibility modeling	–	–
Automation cost-benefit modeling	–	–
Org design recommendations	–	–
Board-ready transformation plan	–	–
Implementation sequencing plan	–	–

Small $7,500 /total
Executive stakeholder interviews
Finance process diagnostic
Systems & automation review
AI opportunity identification
Prioritized roadmap summary
Cross-functional finance assessment	–
ERP & data architecture review	–
Workflow bottleneck analysis	–
Automation & AI use case mapping	–
ROI impact model	–
Phased transformation roadmap	–
Executive presentation	–
Data consolidation review	–
Control & risk analysis	–
AI agent feasibility modeling	–
Automation cost-benefit modeling	–
Org design recommendations	–
Board-ready transformation plan	–
Implementation sequencing plan	–

Medium $15,000 /total
Executive stakeholder interviews
Finance process diagnostic
Systems & automation review
AI opportunity identification	–
Prioritized roadmap summary	–
Cross-functional finance assessment
ERP & data architecture review
Workflow bottleneck analysis
Automation & AI use case mapping
ROI impact model
Phased transformation roadmap
Executive presentation
Data consolidation review	–
Control & risk analysis	–
AI agent feasibility modeling	–
Automation cost-benefit modeling	–
Org design recommendations	–
Board-ready transformation plan	–
Implementation sequencing plan	–

Large $30,000 /total
Executive stakeholder interviews
Finance process diagnostic
Systems & automation review
AI opportunity identification	–
Prioritized roadmap summary	–
Cross-functional finance assessment
ERP & data architecture review
Workflow bottleneck analysis
Automation & AI use case mapping
ROI impact model
Phased transformation roadmap
Executive presentation
Data consolidation review
Control & risk analysis
AI agent feasibility modeling
Automation cost-benefit modeling
Org design recommendations
Board-ready transformation plan
Implementation sequencing plan

Our Story

We are Liv Data, a New York–based finance and accounting consulting firm that builds modern, AI-enabled finance functions for Fortune 500s, private equity portfolios and high-growth startups. Our team blends CFO-level leadership, FP&A, controllership, treasury, systems implementation and automation. We deliver faster closes, improved margins and clearer decision-making through analytics, compliance, and end-to-end finance transformation.

Locations (1)

1330 Avenue of the Americas New York, NY, United States 10019

2 - 5

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BW Cyber

(1)

Michael Brice

Liv Data LLC

Finance Operations Powered by AI

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Pricing Snapshot

Most Common Project Size

Select a service to see pricing information

Reviews

Overall Review Rating

Quality

Schedule

Cost

Willing to Refer

Liv Data LLC Reviews

Fractional CFO Services for Cybersecurity Firm

BACKGROUND

OPPORTUNITY / CHALLENGE

SOLUTION

RESULTS & FEEDBACK

RATINGS

Portfolio & Awards

Packages

Run–Transform–Advise Assessment

Small

Medium

Large

About the Team

Our Story

Location

Locations (1)

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BW Cyber