A 30-year financial operator audits your business with AI — and shows you exactly where your team is wasting 15–25 hours every week. Fixed price. Ten days. Fully remote.
You know it's happening. You just can't see it from inside the business.
Copying info from intake forms into your system. Retyping emails into spreadsheets. Updating the CRM. That's $25,000+/year in labor on copy-paste work.
"Can I reschedule?" "Where's my document?" "What's my balance?" Your team answers the same five questions 30 times a week.
Download PDF. Print it. Fill it out. Scan it. Email it back. Someone rekeys it. First billable work doesn't start until next week.
Your CRM can automate follow-ups. Your scheduling tool has a client portal. Your email system can send sequences. Nobody set them up.
Most AI consultants start with the technology and look for a problem. I start with your P&L, your margins, and your team's time — and only recommend AI where it makes a measurable financial impact.
After three decades evaluating companies — as a financial advisor, trader, investment banker, and CFO who's led real turnarounds — I know how to look at a business and see where value is being destroyed.
Now I apply that same rigor to one specific question: where is your team spending hours that a machine could handle better, faster, and cheaper?
"I don't sell AI for the sake of AI. I find the hours you're wasting and give you a plan to get them back — with dollar amounts attached."
Fully remote. No office visits. No team shadowing.
Before we talk, I scan your website, tech stack, and public-facing processes. I show up to our first call already knowing where the gaps likely are.
We walk through every workflow on Zoom. New client intake, billing, follow-up — I ask the questions a CFO would: what's this costing you?
Every automatable workflow, ranked by hours saved and dollar impact. Specific tools named. No jargon. Just: do this, save this much.
If admin eats more time than client work, this audit pays for itself in weeks.
Intake, discovery, billing
Client onboarding, reporting
Quotes, claims, renewals
Scheduling, patient comms
Compliance, client updates
Estimates, parts, follow-up
Based on business size. Exact price quoted when you request your quote.
No. The entire audit is remote. Two calls — one to map your workflows, one to present findings. Everything else happens on my end.
That's exactly why this exists. I translate everything into business language: "this task costs you $X per month in labor, this tool eliminates it for $Y per month." No jargon.
Because that's the differentiator. Most AI consultants are tech people looking for problems to solve with their favorite tools. I'm a financial operator who spent 30 years finding where businesses waste money. The financial lens is what makes this audit different.
You get a complete roadmap you can implement yourself or hand to your team. If you want help implementing the top recommendations, I offer ongoing support — but zero obligation. The audit stands on its own.
Businesses typically discover 15–25 hours per week of automatable work. At conservative labor costs, that's $2,000–$4,000/month in recovered productivity. The audit usually pays for itself within the first month of implementation.
I personally read every submission. Within 24 hours, you'll get an email from me with a firm quote and a few initial observations about where your business is likely wasting time — based on what I can see from the outside. If it looks like a good fit, we schedule the first call. If not, I'll tell you that too.
Absolutely. Grab the free guide below the form — "5 Tasks Every Professional Services Firm Should Automate First." It'll give you a concrete sense of what's possible before you commit to anything.
Tell me your name, email, and what your business does. I'll reply within 24 hours with a custom quote and an initial read on where you're likely wasting time.
Not ready yet? Get the free guide:
"5 Tasks Every Professional Services Firm Should Automate First" →