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Who We Are
Mission Statement
To make advanced automation, AI, and reporting tools accessible to everyday businesses — without the complexity or cost of a large consulting firm. We build solutions that save time, reduce errors, and strengthen daily operations.
Our Background
MTS Advisory Group was built on more than two decades of experience in financial systems, operational improvement, enterprise reporting, and technology-driven transformation. Our work spans large organizations, small businesses, and cross-functional teams navigating rapid change.
We bring a practical, business-first approach — not technical jargon. Every recommendation is rooted in real-world experience, proven frameworks, and tools that teams can start using immediately.
What We Do
AI & Workflow Automation
Data & Reporting Modernization
Data & Reporting Modernization
We automate repetitive tasks using Microsoft 365, Power Automate, and AI-driven tools. From client communication to document creation and task routing, we help businesses build systems that run reliably and efficiently.
Data & Reporting Modernization
Data & Reporting Modernization
Data & Reporting Modernization
We transform static spreadsheets into real-time dashboards using Power BI and advanced Excel automation—giving leaders faster insights with less manual effort.
Process Improvement & SOPs
Data & Reporting Modernization
Process Improvement & SOPs
We evaluate existing workflows, eliminate bottlenecks, and create clear, repeatable SOPs that support growth and standardize operations across the organization
Why Clients Work With Us
✔ Business-first mindset — focused on outcomes, not complexity
✔ 20+ years in process improvement, systems transformation, and reporting
✔ Quick wins that improve efficiency within days or weeks
✔ Solutions that teams can actually use without extra training
✔ Cost-effective consulting for small and mid-sized businesses