Run your business. We run the numbers.
Your books run themselves on live bank data, with a controller behind every number. Our AI Financial Implementation builds the whole system in 60 to 90 days, then runs it for you — for home service and professional service owners.
You outgrew the spreadsheet. The systems never caught up.
You run real complexity on bookkeeping built for a business a tenth your size.
The owner is still the bookkeeper
You closed six-figure deals this year. You are still keying in transactions on Sunday night.
Many entities, no single view
A holding co, an operating co, an asset LLC. No one number ties them together.
Reports arrive weeks too late
Last month's numbers land weeks late. You steer by the rear-view mirror.
That is real money walking out the door, one job at a time.
In our Founders Maintenance and Restoration assessment, we pinpointed $50 of recoverable cost on every job. Our AI Financial Implementation puts it back in the owner's pocket.
Identified in a live assessmentThree steps to books that run themselves.
A defined build, not an open ended engagement. You know what happens, when, and what it costs.
AI Financial Assessment
We map your entities, accounts, and data. Then we show you the system, with the fee credited toward implementation.
Implementation
We stand up live feeds, your chart of accounts, the AI engine, and reporting. You watch it come online.
Monthly Controller Operations
Your books run on autopilot against live data. Every month a controller reviews, signs off, and sends them to your inbox.
The parallel close guarantee
For your first month-end close, the new system runs beside your current books. If it does not reconcile, you do not pay the final milestone.
The money-back guarantee
If we can't show you at least as much in savings as your implementation will cost, we refund your assessment fee — no questions asked.
Founders Maintenance and Restoration is building the system they own.
We are proud to build a custom AI Financial section for their ERP, with an AI Bookkeeper, AI audit alert thresholds, and 3-D reporting to track cost per truck, per employee, and more.
- Flags any job missing required paperwork, by your custom rules.
- Pulls randomized employee receipts for review each cycle.
- Watches thresholds and escalates exceptions before close.
One platform, priced by entity.
Two parts: a one-time implementation builds your system, then a flat monthly fee runs it — for less than a controller's salary.
AI Financial Platform
Begins once your implementation is live. Books run on live data, reconciled and signed off every month.
- Live bank feeds via Plaid
- Automated statement retrieval
- AI transaction categorization with reconciliation gates
- Custom AI agents built for your workflows
- Custom chart of accounts
- Reporting layer: P&L, cash position, budget vs actuals
- Monthly recorded controller review
- Quarterly live deep dive
Implementation
A defined 60 to 90 day build with a fixed scope and milestones. Your AI Financial Assessment fee is credited toward it. The monthly fee starts only after this is live.
- Assessment first, then a fixed quote
- Milestone based, not hourly
- Parallel close guarantee on the final milestone
No status meetings. A recorded controller review in your inbox every month.
- A recorded review every month
A controller walks your numbers on screen and sends it to your inbox. Watch it at 7am or 7pm, on your schedule.
- No status meetings
No standing call to defend a number you already understand. The review comes to you, already done.
- Quarterly live deep dive
Four times a year we go deep and live. Strategy, budget vs actuals, and the quarter ahead.
Just need clean books, not the full platform? Start here.
An operator who has done the work, building the system I wished existed.
Georgia roots, a UGA finance degree, and a college baseball career. A full career across bookkeeping, tax, fractional CFO work, and M&A.
A Plaid Developer Partner and twice-published author. I pair real accounting logic with direct bank data — the part owners cannot build themselves.
Start with the assessment. See your system before you commit.
One to two weeks to see your full financial operating system. The fee is credited toward implementation, and we carry the cutover risk.