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Financial Systems Automation

Small Business Consulting - Stop Drowning in Data. Start Deciding.

WHO THIS IS FOR

Owners who know what to track but hate how they track it. You have financial clarity. What you need is automated infrastructure that gives you real-time visibility without the manual chaos.

WHAT YOU GET

Time back. Systems that scale:

  • Reclaim 10-15 hours/week — reports that took 6 hours now auto-generate in 30 minutes

  • Make decisions in real time — dashboards update automatically from QuickBooks, CRM, and project tools

  • Build once, scale forever — infrastructure that grows from $3M to $10M without breaking

THE TIMELINE

8-12 weeks to full deployment. Week 1: We audit your workflows. Week 4: You see the first automations live. Week 10: Full system handoff with 90 days of support. No six-month IT nightmares, just fast, focused execution.

THE INVESTMENT

$12K-$30K. Fixed price, one time.

  • Quick Wins: $12,000 (automate 1-2 high-ROI workflows, 4-6 weeks)

  • Standard: $20,000 (full dashboard + 3-5 workflow automations, 8-10 weeks)

  • Enterprise: $30,000 (complex integrations, custom BI, 10-12 weeks)

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