Applied AI for finance, operations, and revenue.
AI implementation a board can underwrite — built on 25 years of CFO and operating experience, not just technology.
Most AI vendors are selling tools. I'm building outcomes. With 25 years as a CFO and operator, my interest is what changes on your P&L — more booked appointments, fewer no-shows, lower acquisition cost, higher lifetime value. The tools are a means.
Services businesses that need automation.
- ●Medical aesthetics — MedSpas, plastic surgery, dermatology, injectables practices
- ●Dental and veterinary practices and small chains
- ●Fitness, wellness, and personal services — studios, gyms, spas, salons
- ●Multi-location services businesses generally
- ●B2B services firms — agencies, professional services, specialty contractors
- ●Professional services — legal, accounting, advisory
- ●E-commerce and DTC brands with measurable funnel leakage or retention challenges
Revenue range: typically $2M–$25M. Owner-operators and small leadership teams. If you have inquiries leaking, no-shows hurting margin, or a back office eating your week, there's likely an implementation worth scoping.
Five ways we deliver.
AI Readiness Assessment
Who it's for: Business owners who know AI matters but are overwhelmed by vendors, tools, and conflicting advice.
Deliverable: Operational diagnostic across acquisition, operations, finance, and customer experience. Prioritized roadmap of 5–15 AI use cases ranked by ROI, implementation complexity, and data readiness. Vendor recommendations.
Why it matters: Most businesses waste 6–12 months on AI pilots that don't move the P&L. This eliminates that.
AI for Customer Acquisition
Who it's for: Services businesses with measurable leakage between inquiry and customer.
Deliverable: Lead generation, ad copy automation, landing page optimization, lead scoring, AI-driven SMS and email nurture sequences, conversion automation. Built on production stacks (Claude, OpenAI, Make/n8n, custom).
Why it matters: In most services businesses, more than half of inquiries never become customers because of slow or inconsistent follow-up. AI closes that gap measurably.
AI for Operations
Who it's for: Services businesses fighting operational drag — no-shows, booking friction, retention drop-off, weak review generation.
Deliverable: AI booking and front-desk automation, no-show reduction (intelligent reminders, waitlist filling, rebooking), review request automation, retention and win-back sequences, customer communication.
Why it matters: Operational drag is the silent margin killer. Each percentage point of no-show recovery flows straight to the bottom line.
AI for Finance & Back-Office
Who it's for: Owner-operators and small finance teams drowning in manual close, reporting, AR/AP, and bookkeeping.
Deliverable: Close acceleration, management reporting automation, AR/AP processing, cash forecasting, expense categorization. Integrations with QuickBooks, Xero, Stripe, and most services-business POS/PMS platforms.
Why it matters: This is high-ROI AI work most consultants can't credibly deliver. CFO-level domain knowledge is required to design it right.
Custom AI Implementation
Who it's for: Businesses with a specific, defined workflow that needs automation and doesn't fit an off-the-shelf product.
Deliverable: Custom-built AI tooling — document processing, agentic systems, workflow automation, data analysis. Delivered as production-ready code or low-code workflows depending on fit.
Why it matters: Off-the-shelf AI solves generic problems. Your highest-value workflows are usually specific to your business.
Where can AI actually grow your business?
Twelve plain-English questions, mostly about marketing and getting more customers. Takes about 3 minutes. You'll get a clear score and a short list of where to start — no jargon, no sales pitch.
- 01Marketing & growth
We know which marketing channels actually bring in paying customers.
- 02Marketing & growth
We post or send marketing content (social, email, blog) consistently every week.
- 03Marketing & growth
Writing marketing copy, ads, or emails takes us more time than we'd like.
- 04Marketing & growth
We'd send more email or post more often if it were easier to create.
- 05Leads & customers
New leads (calls, forms, DMs) get a response within an hour during business hours.
- 06Leads & customers
We follow up with past customers regularly to bring them back.
- 07Leads & customers
We answer the same customer questions over and over again.
- 08Your tools today
Our customer info lives in one place (a CRM, booking system, or spreadsheet) — not scattered across inboxes.
- 09Your tools today
Someone on the team has tried ChatGPT, Copilot, or a similar AI tool for real work.
- 10Time you'd get back
There are repetitive tasks (quotes, invoices, scheduling, replies) eating hours every week.
- 11Time you'd get back
The owner or top performer is the bottleneck on too many small tasks.
- 12Time you'd get back
If we got back 5 hours a week, we know exactly what we'd do with it to grow.