Expert Human Oversight Paired With CFO-AI Technology

Your Virtual CFO For A Third-Of-The-Cost

Automated Financials For Messy Financials

Your financial strategy could probably use some work.

Your reporting may be lackluster.

And you’re most likely dealing with undefined cash flow problems.

It’s time you hire a virtual Chief Financial Officer to assist and manage your forecasting, reporting, and accounting.

Leverage Purpose-Driven AI Technology To Cut A Clear Path For Your Business

Establish actual benchmarks for your business so that you can analyze and measure your financials in real time. It’s no surprise that nearly 95% of businesses fail in the first 10 years of opening their doors to customers. The 5% that do sustain and succeed approach business differently.

And you’re one of the different business owners.

Tap me and my AI bot financial technology to get spot-on reporting and analysis of your business. SMART augmented intelligence does more than “crunch” numbers. The AI tech delivers forecasts usable for important and pressing business decisions.

No more looking at profit & loss statements wondering how you’ll move forward with your business. Know exactly where you’re going and exactly how to get there.

Gain The Highest Level Of Financial Communication For Your Business

Leverage vital analytical data points using cutting-edge proprietary artificial intelligence and machine learning ecosystems that plug in directly to your existing accounting software.


You get the most robust reporting and forecasting in the industry for 66% less than an on-staff CFO.

Avoid giant accounting & bookkeeping software companies that promote mass call centers & customer service nightmares.

Get personally optimized financials, increased YOY profits, and implemented sound financial strategies.

Maximize tax shelters and minimize tax obligations.

Book Your Battle-Tested Virtual CFO

As a business owner, you probably fall into one of two categories:

  1. Cannot grow fast enough,
  2. Concerned with worst case scenarios.

With proprietary AI financial forecasting, you can get reports for “what if” scenarios as you grow at an exponential rate.

No more waiting for your CFO to catch up as you grow.

Let me do that for you. Call Me Now!

Here’s how I help your business as your virtual CFO:

  • Financial forecasting with a purpose-driven Artificial Intelligence and master human oversight
  • Customizing financial reports with business-specific KPIs in real time.
  • Utilizing business intelligence for budgeting, planning, spending, and more.
  • Preparing and filing taxes as needed through in-house CPA
  • Consulting to maximize tax shelters and minimize tax obligations.
  • Managing cash flow for maximum business growth.
  • Managing risk through informed data and information.
  • Analyzing trends to leverage financial change and evolution
  • Detecting fraud before it gets too out of hand.
  • Balancing years’ worth of messy financials

Stop Delaying — Hire The Experienced Virtual CFO Today!

Why pay a fortune for a CFO? Hire 15+ years of CPA and master bookkeeping experience. Let me plot your successful financial course.

Call Me Now!

Core Bookkeeping Competencies

  • 15+ years of Master Bookkeeping experience
  • Using a Forensic Approach and your in-place Accounting Software, I bring months and several years of unreconciled Accounts current-delivering Laser Focused Cash Flow, Balance
  • Sheets, and P&L’s
  • Job Costing
  • Payroll-plugging in the right add-on to your current accounting system. Think, ADP, Gusto-all of the latest technology available
  • Invoicing
  • Accounts Payable/Accounts Receivable
  • Full time or part time, in-house or remote
  • Budgeting/Forecasting-showing you where you should go in the future
  • The latest AI plug-ins right into your accounting software