Built for businesses that run on manual work, spreadsheets, and too many tools.
We make the complicated parts simple, then multiply what your team already does well: finance, reporting, modeling, and practical AI, connected around the decisions you actually make.
Businesses we understand from the inside.
Operational companies where the owner still knows every job, and the systems have not caught up with the growth.
- Trades and contractors scaling beyond the owner’s capacity.
- Field service and equipment operators in multi-market expansion.
- Distribution, logistics, and fleet operations.
- B2B suppliers and equipment dealers.
- Local and professional service firms that run on scheduling, billing, and follow-up.
- Family-owned operators at $5M–$100M in revenue.
Most service businesses don’t have a data problem. They have a visibility problem.
The data exists. It is 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.
- 01
Manual reporting
Numbers assembled by hand each week from the field app, the billing system, and a spreadsheet one person knows how to update.
- 02
Conflicting numbers
Finance, operations, and sales each trust a different total, so meetings start with reconciliation instead of decisions.
- 03
Fragile spreadsheets
Pricing, job costing, or cash planning that lives in a workbook everyone is afraid to change and nobody can hand off.
- 04
Disconnected systems
The same customer, job, or invoice re-keyed into three tools, with the gaps reconciled every Friday.
- 05
Recurring work no one can keep up with
Follow-ups, document intake, and status updates that are gathered, checked, and retyped on a schedule nobody enjoys.
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.
Business Intelligence & Reporting
Financial & Operational Modeling
AI Agents & Automation
What a first engagement looks like.
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
Async check-ins and Loom walkthroughs for every deliverable.