Finance, data, and AI systems built around how your business works.
For small service businesses that run on manual work, spreadsheets, and too many tools. We bring finance, technology, and marketing-data experience from software and analytics companies, make the complicated parts simple, and multiply what your team already does well.
Based in Augusta, with senior expertise available on a project or fractional basis.
AI is an unbelievable tool. It also needs the right context, the right scope, and the right hands.
We bring all three. The diagnosis of what’s actually worth automating. The discipline to keep the implementation small. The operator’s eye for whether the thing we built is going to survive contact with a real workday.
Most service businesses don’t have a data problem. They have a visibility problem.
The data exists. It’s trapped in seven different places: the field app, the billing system, the spreadsheet one person knows how to update, the email chain where the decisions actually get made.
Your tools, connected around the decisions you make.
We don’t replace what you already pay for. We connect it: one trusted base of numbers, reporting that refreshes itself, and an assistant that keeps recurring work moving.
A clearer view. A better way to work.
Reporting & Business Intelligence
Financial Planning & Modeling
AI Agents & Automation
Fractional Systems Leadership
Businesses we understand from the inside.
Finance, technology, marketing, and operations, run as one system.
Every process has an upstream and a downstream. A dispatch change shows up in billing, in cash, and in next month’s forecast. We design the workflow for all of it, not just the screen in front of you.
- Finance
FP&A, modeling, pricing
Three-statement operating models, budgets and forecasts, pricing and valuation analysis, board and executive reporting, project and job costing.
- Technology
Data, systems, AI
One trusted base from the tools you already use. SQL, Power BI and Power Platform, Snowflake, NetSuite and QuickBooks, Salesforce and HubSpot, and practical AI assignments on top.
- Marketing data
Attribution, web, CRM
Google Analytics 4, Adobe Analytics, Heap, and marketing attribution joined to the CRM and the ledger, so spend ties to booked work and lifetime value.
- Operations
Field to office
Dispatch, delivery, payroll, and service workflows connected to reporting, so the office sees what the field did without a Friday reconcile.
Tell us what’s broken.
Every inquiry gets a personal written response within one to two business days. No sales sequences, no nurture funnels, no calendar links.
- 01
Intake questionnaire
We define the problem in writing. No discovery calls.
- 02
Written diagnostic
Analysis and recommendations delivered as a document.
- 03
Scoped proposal
Fixed deliverables, defined timeline, transparent pricing.
- 04
Execution
Written updates and recorded walkthroughs for every deliverable.
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