— AI-Enabled Operating Consulting · CPA-Backed
Consulting.
AI & Automation.
Transformation.
— We architect operating models that generate durable
competitive advantage.
A consulting firm powered by AI and automation — led by CPAs who bring deep financial expertise to every engagement. We don’t just advise. We redesign how you operate, scale, and compete.
400+
Businesses Served Nationwide
4.2yr
Average Client Tenure
5–10×
Typical Year-One ROI
Trusted by firms using
CLIO
QUICKBOOKS
MYCASE
XERO
LITIFY
— The Problem
Most Businesses Are Operating Below Their Potential
The hidden cost of reactive, unoptimized operations averages $150K per year. Most businesses don’t see it coming.
01
Limited Financial Visibility
Growth decisions get made without the real-time financial clarity they deserve.
02
Untapped Automation
AI remains idle while competitors accelerate.
03
Manual Overhead
Manual processes silently drain margins.
04
Fragile Growth
Scaling without systems creates cost, not leverage.
Where Conscious Strategy Meets Intelligent Automation
Accelerate Execution with AI-Driven Workflows
Eliminate Time-Consuming Bottlenecks
Build Resilient, Data-Backed Operations
Deploy Automation That Scales Seamlessly
— What We Do
Strategy + Systems + Scale.
We go beyond compliance. We redesign how your business operates — through AI, intelligent automation, and financial leadership that creates durable competitive advantage.
01
Growth Acceleration & Scale Advisory
High-impact automation opportunities mapped to an ROI-driven roadmap aligned to your growth objectives.
02
Intelligent Process Automation & System Architecture
Redesign of core workflows and financial systems to eliminate inefficiencies and build scalable operating infrastructure.
03
Workforce Productivity & Digital Leverage
Strategic integration of AI into critical workflows — increase output per employee without adding headcount.
04
Performance Visibility & Decision Intelligence
Strategic integration of AI into critical workflows — increase output per employee without adding headcount.
05
Cash Flow & Operating Model Advisory
Optimization of working capital and liquidity through operating
model redesign, financial systems alignment, and proactive
planning.
06
Cost Optimization & Margin Expansion
Comprehensive margin improvement through automation, cost restructuring, and technology rationalization.
07
Fractional AI & Automation Advisor
Executive-level oversight to guide automation initiatives and ensure measurable business impact — without a full-time hire.
— The Platform
AI That Works While You Run Your Business
While you’re executing, we’re watching your numbers, automating your workflows, and surfacing the decisions that matter.
Business Intelligence Dashboard
- Live
Cash Position
$847,320
Q4 Tax Liability (Projected)
$124,800
Operating Cash Reserve
4.3 months
AR Outstanding 60d+
$89,200 ⚠
Net Profit Margin (MTD)
34.2%
AI Alert: Inflow event expected — +$220K est. Tax liability recalculating automatically.
Proactive
Never get blindsided by a tax bill again.
Real-time liability recalculation with proactive alerts — weeks before a deadline, not the morning it’s due.
Ask Anything
“Can we afford to hire this quarter?” Get a real answer.
Ask in plain language. Get answers grounded in your actual financials — not a generic model built in 2019.
Automated
Critical workflows running without you touching them.
Continuous monitoring and reconciliation. We catch problems before they compound.
Strategy
Executive-level insight. Always on.
Live dashboards and predictive models replace static spreadsheets with intelligence you can act on.
— How It Works
Up and Running in 30 Days
We handle the transition. You keep running your business.
01
Discovery
We assess your business model, workflows, tech stack, and
growth priorities. No commitment required.
Days 1–3 · Free
02
Audit & Baseline
Full financial and operational systems review. We establish
your efficiency baseline and define clear ROI targets before any work begins.
Days 4–15 · No Obligation
03
AI Deployment
Integrations activated. Dashboards launched. High-impact
workflows automated and your team fully enabled.
Days 16–30 · Live
04
Ongoing Partnership
Strategic review cadence, proactive planning, continuous
automation refinement, and measurable performance tracking.
Day 30+ · Year-Round
— Industries
We Speak Your Industry's Language
Specialized expertise across the verticals where operational complexity is highest.
Law Firms
Trust accounting, matter profitability, partner compensation structures, and billable hour intelligence.
Medical Practices & Groups
Insurance reimbursements, provider comp models, HIPAA compliance, and payer mix
complexity.
Specialty Construction
Job costing, WIP tracking, cash flow gap management, change orders, and margin
optimization.
Pharmacy & Pharma Groups
Inventory, regulatory compliance, multi-location P&L, and operational speed at scale.
PE Firms & Portfolio Companies
Job costing, WIP tracking, cash flow gap management, change orders, and margin
optimization.
Professional Services
Utilization rates, project profitability, capacity planning, and partner distribution structures.
— Case Studies
Real Firms. Real Results.
Specialized expertise across the verticals where operational complexity is highest.
Professional Services
Compliance
Compensation Analysis & Pay Equity Alignment
How we delivered a data-driven pay equity audit, defensible adjustment plan, and future-state compensation framework — in 10 business days.
10
Business days to delivery
100%
Employees audited
6
Integrated deliverables
Automotive & Transportation
Automation
Custom Automation, Smarter Reporting & Workforce Optimization
How we built a QuickBooks-integrated automation app, a performance-based scoring system, and mission-aligned job architecture
across two organizations — simultaneously.
3x
Faster invoicing
5
Business days to delivery
3
Business days to delivery
100%
Roles rewritten with mission alignment
— How We Compare
Advisory Without Execution Is Incomplete. We Deliver Both.
Conscious Accounting
Local CPA
Regional & National Firms
Real-time financial intelligence dashboard
Enterprise only
AI workflow automation & integration
Rarely
Operating model redesign
Proactive tax liability monitoring
Fractional CFO-level advisory
Enterprise only
Direct senior CPA access
Sometimes
Industry-specific expertise
Rarely
Sometimes
Accessible for $3M+ businesses
Money-back guarantee
— Client Voices
What Leaders Are Saying
Ready to Transform Your Operations?
Start with a free strategic operating assessment. We’ll show you exactly
where you’re exposed and what it’s costing you — before you pay us a
dollar.