Services

AI & Automation

If someone on your team copies data between systems, retypes information from emails or PDFs, or builds the same report every week, that work can usually be automated. We use AI where it genuinely helps, and always keep a person in the loop for anything important.

• Automate repetitive tasks: invoices and paperwork, approvals, follow-ups, data entry and recurring reports.
• Simple AI tools: pull details out of documents, draft emails and summaries, sort incoming requests, flag what needs attention.
• Custom internal tools: for example, a commission calculator that lets your salespeople check their own earnings.
• Use what you already have: Microsoft 365, Google Workspace, QuickBooks and the apps you already pay for.

Simple Dashboards & Reporting

• Agree on the 5–10 numbers that tell you how the business is doing
• A simple dashboard that updates itself instead of a spreadsheet rebuilt by hand
• See which customers, jobs or products actually make money
• A short monthly review you can actually use to make decisions

Process & Software Setup

• Map how work flows today and remove the steps that waste time
• Help choosing software, with independent advice that fits your size and budget
• Connect your tools so information is entered once
• Rollout and training so your team actually uses the new system

Part-Time CFO & Finance

Experienced financial guidance, for a project or a few hours a month:

• Cash flow: know what is coming in and going out over the next few months
• Budgets and forecasts: a simple plan you can compare against each month
• Clear monthly numbers: a faster, more reliable month-end and reports you understand
• Pricing and profitability: margins by product, service or customer
• Bank, investor or sale preparation: financial models and getting your numbers ready

Bookkeeping & Monthly Financials

Our bookkeeping is AI-automated: an AI-driven workflow handles the routine work, and the results are reviewed by a CPA. That means books that are fast, accurate and affordable. We offer it to a select number of small businesses where it's the right fit:

• Ongoing bookkeeping: transactions captured and categorized automatically by AI, with exceptions flagged and the books reviewed by a CPA
• Monthly reconciliations: bank, credit card and key accounts reconciled every month
• Monthly financial reports: profit and loss, balance sheet and cash flow, prepared for management use
• QuickBooks and Xero cleanup and catch-up: fix messy books or bring months of backlog up to date

We take on bookkeeping clients selectively. Your books will be organized and ready for your outside tax accountant.