Financial & Operations Automation
- Bookkeeping and reconciliation
- Cash flow forecasting
- Payroll administration
- Financial reporting and dashboards
- Operations advisory
AI-Powered Automation
The freedom every solopreneur deserves.
25 years as a CFO and COO, now built into every automation.
I automate your bookkeeping, marketing, and admin so you can get back to the work you love. You started your business to create, not to get buried in repetitive daily tasks. I handle the operational noise so you can focus on what actually matters.
Services
What I take off your plate
Every automation is built on real operating experience, not a template. These are the jobs I handle most often.
Business & Marketing Automation
- Website build and maintenance
- Review generation and management
- Social media content and posting calendars
Full Automation Menu
The list of tasks worth automating keeps growing: finance, marketing, sales, admin, and compliance. If it is repetitive, it is probably on the menu.
Every new client gets a custom menu built around the specific hats they wear.
Calculator
Calculate Your Time Back
Move the slider to the number of hours you and your team spend each week on repetitive administrative tasks. See what a year of that time looks like.
You could get back
832
hours per year
Assumes automation removes 80% of that manual work annually.
About Me
I ran the back office for 25 years. Now, I automate it.
I spent 25 years as a CFO and COO. As COO: Managing manufacturing, quality, purchasing, inventory management. As CFO: Closing the books, forecasting cash, running payroll, building the reports that kept the business honest. I know this work from the inside because it was my job, not something I read about.
That matters, because most automation vendors are selling software they have never had to live with. I am not an AI vendor or a reseller. I build automations around the same work I used to do by hand, and I know where the shortcuts break because I have hit every one of them myself.
I am semi-retired by choice. I work directly with a small number of solopreneur clients because I want to stay engaged and give back, not chase growth for its own sake.
If you run a business and you are the one wearing all the hats, we should talk. You will work with me, not a team of juniors, and I will only recommend automations that actually pay for themselves in time.
What Clients Say
“We had close to 9,500 customer records sitting in a system we were leaving behind. I expected this to take weeks, it took about an hour. Leonard mapped every field and moved us into QuickBooks Online without losing a single customer's history. That's the kind of work you can only trust to someone who's actually done this before.”
Russ Montal, Partner, FMC Partners
Contact
Tell me what is eating your week
Send a few lines about your business and the work you want off your plate. I read every message and reply personally.
Thanks, your message is on its way.
I will read it and get back to you personally, usually within one business day.