AI-Powered Automation

The freedom every solopreneur deserves.

25 years as a CFO and COO, now built into every automation.

I automate your bookkeeping, financial pipelines, and back-office noise so you can scale safely. No coding gimmicks—just compliant, airtight systems that protect your cash flow and give you 5–10 hours back every week.

Ask about custom marketing and web automations to keep your client pipeline full.

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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.

Financial & Operations Automation

Bookkeeping and reconciliation
Cash flow forecasting
Payroll administration
Financial reporting and dashboards
Operations advisory

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.

Hours spent on repetitive admin tasks per week 20 hours / week

5 hrs 80 hrs

You could get back 832 hours per year

Assumes automation removes 80% of that manual work annually.

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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

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.

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.