May 6, 2026
I find the workflows costing your team the most time, build automations that eliminate them, and hand you a working system in 2–4 weeks — hours back in your week from day one.
Typical time saved
8–15 hrs/week per workflow
First result
2–4 weeks from first call
Background
Financial services & operations
Service area
Metro Atlanta & remote
No. 01
The Problem
The six most common time leaks in small business operations.
Every new client means someone on your team re-entering the same data and sending the same emails they've written 200 times.
Your team spends the first two hours every morning answering the same questions that could have been handled automatically overnight.
It leaves one system, gets reformatted, waits for approval, gets re-entered somewhere else — a five-minute job that takes two days.
"Does anyone have the latest [X]?" — buried in someone's inbox, a forgotten folder, or a Slack thread from three months ago.
The real process lives in someone's head, not in writing — so every new person starts from scratch and costs you 40 hours of training time.
Someone is manually copying the same data between your CRM, your project tool, and your billing system — every single day.
No. 02
Services
Service businesses · Property managers · Professional firms
Intake, scheduling, follow-ups, document routing — the repetitive work eating hours every week. I map the leaks, build the fix, and hand you back time.
Any business fielding repetitive questions
AI systems trained on your voice and your escalation paths. Routine questions handled instantly. Your team focuses on what actually needs a human.
Teams running on disconnected tools
The custom pieces off-the-shelf SaaS will never solve — document extraction, connected workflows, internal dashboards built around how your operation actually works.
No. 03
Results
Representative outcomes from the kind of work we do. Businesses and identifying details are anonymized.
A residential property manager was handling all maintenance requests by email — tenants emailed in, the owner triaged manually, forwarded to vendors, then chased for updates. Every request was a separate thread that could get lost.
Operations Automation
An 8-person consulting firm fielded roughly 60 client emails per day — billing questions, project status checks, scheduling requests. The same questions, answered manually, every single morning by whoever got to their inbox first.
Customer Support AI
A 14-person home services company ran client onboarding across email, a shared Google Drive, and a spreadsheet three different people maintained separately. New clients fell through cracks. New staff took weeks to learn where anything was.
Internal Tools & Workflows
No. 04
Approach
A working call where we map your current workflows, identify the highest-ROI AI implementations for your specific operation, and pinpoint where time is leaking each week.
Deliverable
Verbal recommendations during the call
Within 48 hours of the call, you receive a written report covering recommended automations, rough scope estimates, expected time savings, and a prioritization framework. Yours to keep, regardless of next steps.
Deliverable
PDF report — yours forever
If we work together, engagements typically run two to six weeks per workflow, ending with a working implementation in your hands — not a document about one.
Deliverable
Shipped automation in production
No. 05
About
I'm a builder who automates obsessively. Over the last few years I've shipped multiple consumer mobile apps, a suite of more than twenty production web tools, and a personal "Builder OS" — a unified portal that consolidates all my projects, financial operations, and recurring workflows into one automated system.
It tracks revenue across products, manages deployments, runs scheduled AI workflows, automates the admin work that would otherwise eat my evenings, and replaces what would otherwise be a dozen disconnected tools. It's not theoretical. It runs every day.
That same systems thinking is what I bring to small businesses buried under disconnected tools, manual data entry, and processes nobody has examined in years. My background spans financial services operations, fraud and risk analysis, and four years of shipping software in production. I know what compliance-grade thinking looks like, and I know how to build things that actually run when you stop watching them.
The result: an AI consultancy run by an operator, not a slide deck.
By the numbers
No. 06
FAQ
Still have a question that isn't answered here?
Send me a message →No. 07
Writing
No. 08
Begin
The free audit is a working call — we open up your actual workflows, identify the highest-ROI automations, and within 48 hours you'll have a written report you can act on, with me or without me.
Or send a quick note
Format
Video call · 30 minutes
Cost
Free · No upsell
Deliverable
Written report in 48 hours