Spend less time on admin and more time running your business.
Too many spreadsheets, tools that don't talk to each other, and numbers you can't quite trust? We help owner-led businesses automate the busywork, use AI sensibly, and get clear on the numbers, through affordable projects with a defined scope and price.
Tell us what's slowing you downHow we help
Sound familiar?
Living in spreadsheets
Key parts of the business run on spreadsheets someone updates by hand, and only one person really understands.
Tools that don't connect
Your CRM, accounting software, email and forms each hold part of the picture, so data gets copied around.
The owner does the admin
Evenings go to invoices, reports, approvals and chasing information instead of customers and growth.
Unclear numbers
You know sales, but not reliably which jobs, products or customers make money, or what cash looks like next month.
How we help
AI & Automation
Automate repetitive tasks and build simple AI tools that take work off your plate.
Simple Dashboards & Reporting
The handful of numbers that matter, in one place, updated without the manual work.
Process & Software Setup
Pick the right tools, connect them, and set up processes your team will actually follow.
Part-Time CFO & Finance
Cash flow, forecasts, pricing and clear monthly numbers, without a full-time CFO salary.
Bookkeeping & Monthly Financials
AI-automated bookkeeping, reviewed by a CPA: fast, accurate and affordable books, monthly financial reports, plus QuickBooks and Xero cleanup, for the right fit.
Why small businesses work with us
Big-company experience, small-business sense
We have built these systems at larger companies. We bring the useful parts, sized and priced for a smaller team.
Defined scope, clear price
Every project has a written scope, deliverables and fee up front. No open-ended hourly meters.
Plain language
No jargon. We explain what we're building, why, and how your team runs it after we're done.
The team
Evan Hoffman, CPA
Co-Founder & Chief Financial Officer
CPA (Arizona) with 17+ years running finance and building automation and AI tools that cut days of manual work to hours.
Aya Avituv
Co-Founder & Chief AI Officer
12+ years delivering AI and data products at NICE, Payoneer and EY. MA in Data Science, Columbia.
How it works
- Tell us what's slowing you down. A short form: what you need, your timeline and budget range.
- Quick conversation. If it's a fit, we talk through how things work today and what "better" looks like.
- Fixed scope and price. We send a short written proposal before any work begins.
- Build, train, hand off. We set it up, show your team how to use it, and document it.
What’s taking up too much of your time?
Tell us about it. We’ll let you know if we can help, and what a defined project would look like.
Send an inquiry