Financial advisor. Investment banker. CFO. Founder. Now I use that same lens — plus AI — to find the hours your team is wasting every week.
I spent 30 years as a financial advisor and investment banker, where I was instrumental in evaluating and bringing over 100 companies public. I've sat across the table from management teams in every kind of business, asking the same question: where is value being created, and where is it being destroyed?
I was also the CFO and co-founder of a turnaround — took a company that was losing money at $10 million in revenue to $21 million and profitable in year two. That wasn't a spreadsheet exercise. That was getting inside the operations, finding every dollar of waste, and fixing it.
Now I apply that same rigor to one specific question: where is your team spending hours on work that a machine could handle better, faster, and cheaper?
I'm based in Denver and focused on the Front Range. I work with professional services firms — law firms, accounting practices, dental offices, insurance agencies, wealth managers, auto repair shops — because those businesses run on people and processes, which means they have the most to gain from automation.
I believe in doing what I say I'm going to do. Under-promise and over-deliver. Integrity in every interaction. And most importantly — I care about my clients.
That's not a marketing line. It's why I do fixed-price work with clear deliverables instead of open-ended hourly consulting. It's why I show you the math behind every recommendation. And it's why I'll tell you if the audit isn't a good fit — before you spend a dollar.
Most AI consultants start with a hammer and go looking for nails. They know the technology and want to sell it to you.
I start with your P&L. Your labor costs. Your margins. Your team's time allocation. I only recommend AI where it produces a measurable financial return — and I show you the math.
When I tell you "this workflow costs you $3,200/month in labor and can be automated for $200/month," that's not a guess. That's the same analysis I'd do if I were evaluating your company for an acquisition. It's what I've done over 100 times.
Every recommendation comes with a dollar amount. Not "this would be cool" — but "this saves $X/month based on Y hours at Z loaded cost."
I explain everything in business language. If you can read a P&L, you can understand my audit. No APIs, no integrations talk, no buzzwords.
You get a specific roadmap with exact tools named and priced. Not a 50-page strategy deck that sits in a drawer. Actionable steps you or your team can implement.
I've been the CFO, the founder, the person who has to actually make changes work inside a real business. My recommendations account for how things really get done.
I don't build software. I don't implement AI systems. I don't sell any tools or earn referral commissions. My only product is the audit itself — an independent, financially rigorous assessment of where your business is wasting time and money.
If you want help implementing the recommendations afterward, I can provide ongoing support. But the audit stands completely on its own.
Request a free quote. I'll reply within 24 hours with a firm price and initial observations.
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