Meet The Team
Have questions about automation, or just want to get in touch? Schedule A Strategy Session below!
I've been building automations and data analytics for years and as time goes on it just gets more rewarding and more fun! I have picked up so many new ideas and techniques from working with all different kinds of businesses, and I love learning new ways to solve problems. But the best part of all... has to be the excitement of my clients and the "Aha!" look on their faces when they realize that automation can do more for their business than they even imagined.
I'm grateful to have had the opportunity to work with so many wonderful people from so many incredible businesses, and I would love to work with you too!
Data Analytics
Process Automation
Project Management
Property Management
E-Commerce & Inventory
Since 2010, I’ve advised dozens of multinational corporations, led teams in accounting, manufacturing + tech, and launched a fully virtual CPA firm.
In September 2021, I sold my CPA firm for a 1.5x valuation multiple of projected revenue.
Now, I work with firm leaders to build connected and scalable firms. I help firms leverage technology to innovate and engage their teams, with the end goal to create highly profitable and valuable businesses.
When I am not advising and building products, I invest in tech and real estate as well as work with non for profit organizations as a board member and advisor.
Fractional CFO
Financial & Accounting Firms
Sales Funnels
Content Marketing
Email Marketing
I specialize in delivering AI chatbot solutions tailored towards company websites. AI chatbots can expedite customer support processes, reduce errors, and provide problem-solving capabilities.
By analyzing customer interactions, AI enhances personalization, tailoring shopping experiences to individual preferences and elevating customer satisfaction. These powerful AI chatbot applications not only streamline operations but also offer a competitive edge, making them an essential asset for companies aiming to excel in the world of retail and e-commerce.
Customer Service
AI Assistant (Internal & Customer-Facing)
Lead Generation
Spreadsheets & Formulas
AI Prompt Engineering & Content Generation
Have you ever asked yourself...
“How can I get more customers?”
“How can I stop trading time for money and work less?”
“How can I stand out in my market and rise above the noise?”
“How do I adapt my current business to the online world?”
“How can I price my products profitably and entice people to buy them?”
Well you’re in the right place. We have single goal - Make Your Business Better than before you met us.
I have helped professionals, services businesses, media companies, property managers and startups from around the world - to build systems that impact sales, reduce costs, and boost revenue for more than 6 years at the time of writing.
I've used the same tools and processes that I create for my clients in my personal life and to grow my own businesses.
This experience has helped me build a few wildly popular products, and build a network of loyal and enthusiastic clients and customers.
After building several successful businesses in various niches I’ve refocused on what I love most:
Building high-performing businesses. Performance is achieved by building scalable and sustainable solutions to core business challenges, and by responding to the needs of your customers.
It’s also achieved by freeing up the key person in the business to be the entrepreneur they were born to be.
To get out of the grind and leverage your skills and talents to not only get better results for you and your clients, but work less while making more.
In a fast-moving digital world, I show businesses how to translate their impact and their talent from the old model of work into the new model of work, and take their business to a whole new level.
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