Built by an ex-Big Four CPA and Enterprise AI & Data Consultant.
Run like a partner.
OBIS is a woman-owned data & AI advisory firm headquartered in New York, serving clients nationwide. We exist for organizations that have outgrown spreadsheets but haven't grown into a data department — and shouldn't have to.
The founder
Jacqueline DeStefano-Tangorra, CPA, CFE, CDMP
Jacqueline is an Enterprise AI and Data Consultant who founded OBIS after nearly a decade at a Big Four firm spanning accounting, tax, and technology consulting. She is a New York State CPA and Certified Fraud Examiner — and she leads an expansive team of data, AI, and BI specialists who deliver every OBIS engagement.
Her technical credentials are current with the field she advises on: MIT-certified, a Certified Data Management Professional through DAMA, and Anthropic-certified as a Claude AI Architect — alongside AI and data certifications from AWS, Snowflake, and Microsoft.
A member of the Forbes Technology Council, she is a sought-after keynote speaker engaged by the Tory Burch Foundation and the Young Presidents' Organization, and has hosted webinars through Forbes, Entrepreneur, the Nasdaq Entrepreneurial Center, and many more. Her work has been featured by the Wall Street Journal, Business Insider, CNBC, NASDAQ, and Microsoft.
Forbes Technology Council member · Featured by the Wall Street Journal, Business Insider, CNBC, NASDAQ, and Microsoft
Credentials
CPA (New York State)
Certified Fraud Examiner (CFE)
CDMP — Certified Data Management Professional (DAMA)
Claude Certified AI Architect (Anthropic)
Claude Certified Associate — Foundations (Anthropic)
AWS Certified AI Practitioner
SnowPro Associate: Platform Certification (Snowflake)
Microsoft Certified: Power BI Data Analyst Associate
MIT Professional Certificates (×2)
Forbes Technology Council Member
The team
OBIS is an expansive team of 20+ specialists across data, AI, and BI — engineers, analysts, and consultants brought onto each engagement exactly when their expertise is needed. Senior leadership on every account, without the overhead of a big-firm pyramid.
The bench spans the full delivery chain: data engineers, BI developers, AI and machine-learning engineers, analysts, marketing-technology specialists, and project leads — assembled per engagement, led from the front.
It's how a boutique delivers enterprise scope: no bench sitting idle on your invoice, and no junior pyramid learning on your time.
OBIS is an Expert-Vetted agency on Upwork — a designation held by the top 1% of more than 20 million freelancers and agencies on the platform.
Why clients stay
A boutique by choice
In the press
Recognized as a leading voice in data & AI
OBIS and its founder have been featured by national business media — from AI strategy to data governance.
Forbes
Why Data Governance Fails When Only IT Is in the Room
Read the feature →CNBC
These 3 AI Tools Can Make You More Efficient at Work
Read the feature →CNBC
How to Use AI to Make Money Right Now, Say Experts
Read the feature →Microsoft
Inventive Ways People Are Using AI
Read the feature →Business Insider
Consultant Saved Time Using ChatGPT, Landed $128K of New Deals
Read the feature →Business Insider
How to Build a Freelancing Business Using AI and Transferable Skills
Read the feature →Business Insider
AI Career Switchers: Quitting Jobs for Tech's Fastest-Growing Field
Read the feature →Entrepreneur
This Entrepreneur's Business Made $33K in Month 1 — Now Sees 6-Figure Monthly Revenue
Read the feature →Nasdaq Entrepreneurial Center
Faces of Entrepreneurship: Jacqueline DeStefano-Tangorra, OBIS
Read the feature →Yahoo Finance
Consultant Used ChatGPT in Her Free Time — It Transformed Her Business
Read the feature →AOL
I Left My Full-Time Analyst Job — Here's How It's Going
Read the feature →Bold Journey
Meet Jacqueline DeStefano-Tangorra, CPA, CDMP, CFE
Read the feature →Women Love Tech
Why AI Won't Take Your Job
Read the feature →WorkLife
How Self-Employed Workers Are Using AI
Read the feature →Visual Capitalist
Which Countries Are Granted the Most New Patents?
Read the feature →ZeroHedge
Which Countries Are Granted the Most New Patents?
Read the feature →Also featured by The Wall Street Journal.
The OBIS Framework
How every engagement works
Every engagement looks at your business through four lenses — because a dashboard alone never fixed anything.
People
Your team learns to trust, read, and act on the numbers — through training, upskilling, and hands-on enablement.
Process
Reporting rituals, meeting scoreboards, and decision workflows get redesigned around reliable, real-time information.
Technology
The right platforms — business intelligence, cloud data, and AI — selected for your stack and budget, not the vendor's.
Data
Clean, connected, governed data foundations that make every number upstream of a decision worth trusting.
Get in touch
Senior experts on every engagement
Tell us what you're working through. Every inquiry is read and answered personally by our advisory team.
Led by Jacqueline DeStefano-Tangorra, CPA, CFE, CDMP
Founder & CEO, Omni Business Intelligence Solutions
Forbes Technology Council member · Featured by the Wall Street Journal, Business Insider, CNBC, NASDAQ, and Microsoft
Backed by a team of 20+ data, AI, and BI specialists across various teams — the right expert joins at the right moment.
Start the conversation →