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I Help Small Business Owners Find Where They're Losing Money

I spent 10+ years running construction crews in Russia — 50-person teams, fighting paperwork, tracking materials, chasing invoices. Same operational pain every small business has, just in different spreadsheets.

The problems I saw there show up everywhere: missed follow-ups, inconsistent pricing, scheduling chaos, office staff drowning in admin, money leaking through tasks nobody has time to look at. Whether you run a restaurant, an e-commerce store, a law practice, or a home services business — the shape of the mess is the same.

That's what I do now. I plug AI into whatever data a small business generates — CRM exports, POS data, spreadsheets, calendar, invoices — and find the patterns that no person has time to see. Then I put it all in a report with specific dollar amounts, so you know exactly what to fix and in what order.

Why I Started This

After a decade running ops in Russia, I noticed a pattern: talented people doing great work, but losing money in places they couldn't see. Missed follow-ups, inconsistent pricing, scheduling gaps, after-hours inquiries going to voicemail, billable time never billed. Every business, every industry.

When AI tools became powerful enough to process thousands of data points in minutes, I realized something: the technology to find these leaks already exists — most small business owners just don't know it's there, or don't have time to figure out how to use it.

So I combined operational experience with AI analysis tools. I understand small business from the inside — I know that your "office manager" is often your spouse doing dispatch and bookkeeping after the kids go to bed. I know your software budget needs to survive the slow season. And I know that a tool your team won't use is worse than no tool at all.

How I Work: The 3-Step Analysis

1

Collect

I pull data from your existing systems — QuickBooks, Stripe, Toast, Shopify, scheduling tools, CRM, spreadsheets. Whatever you have. No new software to install.

2

Analyze

AI processes your data — transaction patterns, customer timelines, scheduling efficiency, financial trends. It finds patterns that humans don't have time to see.

3

Report

You get a detailed PDF with specific dollar amounts, scored opportunities, and a prioritized action plan. We walk through every finding on a 60-minute call.

Why AI Analysis?

Speed

What takes a human analyst 2-3 weeks, AI processes in hours. We analyze patterns across thousands of records — transactions, customers, schedules — simultaneously.

Volume

A person can review maybe 50 records in a day. AI processes your entire year of data — every transaction, every customer interaction, every invoice — and cross-references all of it.

Patterns

AI finds connections that aren't obvious: scheduling gaps on specific days, quotes that consistently run over for certain service types, customers who churn after a specific interaction, inventory that sits too long.

Objectivity

No opinions, no guesses. Every finding in the report comes with a specific dollar amount and the data to back it up.

Background

10+ Years Running Ops Teams

I ran construction crews of 50 in Russia — tracking materials, chasing invoices, managing schedules across dozens of active jobs. That's where I learned small business operational pain is universal: same mess, different spreadsheets, across every industry.

AI & Data Analysis

Specialized in applying AI tools to business operations analysis — turning raw business data (CRM exports, POS data, spreadsheets, financial records) into actionable insights with dollar amounts.

YouTube: Free AI Tips for Small Business

I share free AI implementation tips, tool reviews, and real audit breakdowns for small business owners on my YouTube channel.

Watch on YouTube →

Industries I've Audited or Can Audit

The method is the same across industries: pull your data, find the patterns, cost the leaks. What changes is the data source. Here's where it works well:

Service Trades

HVAC, plumbing, electrical, cleaning, lawn care, handyman. Data sources: ServiceTitan, Housecall Pro, Jobber, call logs, QuickBooks.

Restaurants & Food Service

Full-service, QSR, catering, food trucks. Data sources: Toast, Square for Restaurants, inventory sheets, supplier invoices.

E-commerce & Retail

Online stores, brick-and-mortar, multi-channel. Data sources: Shopify, WooCommerce, Klaviyo, POS, inventory management.

Professional Services

Accounting, legal, consulting, agencies. Data sources: CRMs, billing systems (Clio, QuickBooks, FreshBooks), time-tracking.

Construction & Remodeling

GCs, specialty contractors, home builders. Data sources: Buildertrend, CoConstruct, estimates, job costs.

Home Services (General)

Pest control, appliance repair, moving, security. Data sources: scheduling apps, call logs, customer records.

Fitness & Wellness

Gyms, studios, spas, clinics. Data sources: Mindbody, ClassPass, membership systems, booking data.

Healthcare Clinics

Dental, chiropractic, physical therapy, veterinary. Data sources: practice management software, appointment data, claims.

Don't see yours? If your business generates data and you have 500K+ in annual revenue, the method probably works. Book a free call to find out.

Tools & Platforms I Work With

QuickBooks Stripe Shopify Toast Square Salesforce HubSpot Clio Mindbody ServiceTitan Housecall Pro ChatGPT Claude AI Google Workspace Excel Google Sheets Notion Airtable Calendly Zapier Make

Want to See What AI Finds in Your Business?

Book a free 20-minute call. No pitch — just an honest conversation about whether this makes sense for you.

Show Me Where I'm Losing Money