About Us

Our Passion is to Help
Your Business Thrive

EngineBI provides Business Growth and Financial Management services that help business leaders grow their companies faster & more efficiently. 

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Our Story

So what’s our story?  Who are we?

We’re a group of folks who come from different backgrounds being operators, executives, advisors, investors, entrepreneurs, salespeople, marketers, financial experts, product managers, and the list goes on.

And now, at EngineBI, we’ve come together to live and breathe business growth.

We’re business growth experts on a mission to help entrepreneurs and CEOs of small to medium-sized B2B businesses scale their companies.  These are organizations that have reached a certain level of success, are now stuck, and are eagerly seeking to get to the next level and beyond.

We happen to also enjoy fun stuff outside of work.  (Ask our VP of Growth Strategy about the time he was in a movie with Ryan Gosling and George Clooney.  Or ask our Founder and CEO, Jon Morris, about his days playing college soccer.)

We're Teaching You What We Have Done

We don’t just talk the talk. We have walked the walk.
See some of the awards we have received in our previous line of work.

Knowledge Center

EngineBI Software

Meet the Minds Behind EngineBI: Unveiling the Powerhouse Team

Get exclusive insights from our CEO, Jon Morris, and our head developer, Felipe Mejia, in candid interviews that reveal the driving force behind this groundbreaking software. Learn how we're empowering agency leaders and uncover the potential to transform your financial future. Dive into the future of agency-specific decision-making now!
Financials

Managing Your Executive Team Expenses in Your Agency

Are you paying your CEO too much? Are you putting your CFO expenses in the wrong category? When execs take up 7% of your budget you need to know exactly where and how that money is being spent. In this blog we’ll explore the different ways to track and streamline your executive expenses without changing team performance.
Innovation

How Research & Development Can Set Your Agency Apart

A lot of agencies write off R&D spending, but because of that they miss potential upcoming opportunities. Don’t let yourself become one of the agencies forgoing new technology or exciting updates. Invest in R&D and discover how it can set you apart from other agencies. In this blog we’ll review R&D basics so you can get started making smarter choices for your team