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AI is all the rage, but most of it is hype.
We build real automation that makes your team faster, smarter, and more profitable — one micro-efficiency at a time.
Examples of Deliverables:
Workflow automation (click-reduction, SOP-to-flow)
Report generation (Excel, Power BI, dashboards)
Email parsing, data scraping, file handling
Power Automate, Zapier, Python, VBA & API integrations
QuickBooks Online workflow automations
Most clients save 20–100+ hours/month within the first 30 days.
You don’t need a full-time CFO — you need someone who can see around corners.
We help business owners make confident, data-backed decisions.
What We Offer:
13-week rolling cash flow forecasting
Budgeting & scenario modeling
Financial KPI design & dashboarding
Strategic pricing & margin analysis
Board/investor reporting
For companies between $2M–$15M in revenue looking to scale with clarity.
Our models aren’t just pretty spreadsheets. They answer hard questions.
We build models to:
Project growth across multiple scenarios
Evaluate capital expenditures or staffing plans
Analyze cost structure and break-even points
Forecast impact of operational changes
Used by owners, controllers, and CFOs to make smarter moves.
We provide reliable back-office financial support to keep your business moving.
Scope Includes:
Transaction categorization
Month-end close support
Payroll & sales tax assistance
Cash vs accrual adjustments
Reconciliation and audit prep
Ideal for companies that have outgrown DIY bookkeeping but aren’t ready to build a full internal finance team.
You can’t scale on spreadsheets forever.
When it’s time to digitize your processes, we design and build tools that grow with you.
What We Build:
SaaS platforms like FlatRateQuote.com
Internal tools for quoting, reconciliation, tracking, etc.
APIs to connect QuickBooks, Stripe, CRMs, and more
Firebase + React front-ends for MVPs or internal dashboards
We bridge the gap between business strategy and technical execution.
Some clients come to us with big messes. Others come with big visions.
Either way, we’re your partner in designing the right solution.
Examples:
SOP design & team enablement
Interim finance & ops staffing
Cross-functional project management
Data cleansing and system migration