Serving Sarasota & surrounding small businesses

Find out exactly where your business is losing money

I audit your billing and operations using AI, find the leaks, and fix them. Flat fee. No retainer. Done in 2 weeks.

Free resource

Not ready to book? Get the free checklist first.

10-point billing audit checklist — find your biggest cash flow leaks in 10 minutes. No call needed.

No spam. Just the checklist.

The problem

✕
Invoices going out late or not at all — cash sitting uncollected for 30–60 days while you chase clients manually
✕
Manual tasks eating 10+ hours a week — processes that AI could handle in seconds are still done by hand
✕
No clear picture of cash flow — you don't know what's coming in vs. going out in the next 30 days until it's already a problem

How it works

No staff training. No tech jargon. No ongoing dependency on me.

Step 1

I review your billing process, tools, and day-to-day workflows to find exactly where time and money are escaping.

Step 2

I build and connect AI tools to close the gaps — invoicing automation, cash flow visibility, process cleanup.

Step 3

You get a clean system and simple dashboard that runs without me. No retainer. No ongoing fees.

Who it's for

If you have 1–20 employees and billing is still mostly manual, this is for you.

Contractors & trades (plumbing, HVAC, electrical)

Real estate agents & small brokerages

Insurance agencies

Dental & medical practices

Marketing & creative agencies

Accountants & bookkeepers

Pricing

No retainer. No surprise charges. You know exactly what you're paying before we start.

Starter audit

$497

Full operations and billing review. Written report showing exactly where you're losing money and what to fix first.

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