Strategic Partner For Small Businesses

Build simple systems that answer the right questions—and scale

I help founders solve financial, operational, and marketing problems with practical automation and AI integration. We start with the questions that matter, then design lightweight systems that deliver clarity and results.

Gross Margin Uplift
+9 pp
12.5%vs. baseline
Reporting Time
-75%
3.2× faster
Budget to High‑ROI
+40%
reallocated
Financial clarity

Unit economics, product & channel profitability, pricing insights.


Operational efficiency

Repeatable processes and lean operating rhythms that scale.


AI-driven decisions

Automations and AI to reduce manual work and surface faster answers.

Consulting Services

Flexible, outcome‑first engagements. Tool‑agnostic by design.

Fractional Ops & Finance

Clarity on margins, cash, capacity and pricing so you can scale with confidence.

  • P&L by product & channel
  • Unit economics & pricing levers
  • Inventory & resource planning
Growth Strategy & Experiments

Translate goals into measurable hypotheses and run lean experiments.

  • Acquisition, retention & AOV playbooks
  • Channel mix & attribution choices
  • Test design, tracking & readouts
Automated Insights & AI

Simple, durable systems that surface the right answers at the right time.

  • Founders’ KPI dashboards
  • Monthly operating review cadence
  • Alerts for anomalies & opportunities

AI & Automation, Only Where It Adds ROI

I integrate automation and AI into your workflows to eliminate repetitive work, improve forecast accuracy, and accelerate decisions. The stack adapts to your business—not the other way around.

Time saved Fewer errors Faster decisions
Automation audit

Identify high‑impact opportunities in finance, ops, and marketing.

AI‑enabled workflows

From data capture to insights, tailored to your questions.

Sustainable systems

Lightweight, documented, and easy for your team to run.

Case Study: Luna & Sol Organics

Shopify • Skincare • USA
Client

Eco‑friendly skincare brand selling via Shopify: facial oils, moisturizers, and soaps.

Problem

High sales volume with limited visibility into profitability by SKU and channel. Manual reporting.

Objective

Establish an operating model with P&L by product/channel and a reinvestment plan tied to ROI.

Key Questions
  • Which products generate the highest and lowest margins?
  • Which channels contribute most to revenue and profit?
  • How do discounts and shipping policies impact margin?
  • Which SKUs should be phased out or doubled down on?
  • What is the optimal allocation of marketing spend?
  • Where can automation/AI reduce manual effort or improve decisions?
Methodology
  1. Scope and align on goals, constraints, and KPIs.
  2. Structure data to consistently answer the key questions.
  3. Build a lightweight P&L by product and by channel.
  4. Design a founders’ dashboard and review cadence.
  5. Recommend actions and a reinvestment plan.
Key Findings
  • Top product: Rosehip Facial Oil – 45% margin.
  • Top channel: Instagram Checkout, +30% AOV vs. others.
  • Underperformer: Aloe & Mint Soap – 8% margin due to high COGS and discounting.
  • Cost leak: Free shipping lowered margin ~12% on low‑ticket orders.
Results
+9 pp
Gross margin (22% → 31%)
-75%
Reporting time (6h → 15m)
+40%
Budget shifted to high‑ROI
Focus
Top SKUs, high‑margin mix
Want this kind of clarity for your business?

Includes assessment, operating model, dashboard, and action plan.

Engagement Approach

1
Discover

Clarify goals, constraints, and the questions that matter.

2
Diagnose

Map systems, metrics, and bottlenecks across finance, ops, and marketing.

3
Design

Create a simple operating model, KPIs, and decision rhythms.

4
Deploy

Implement lightweight automations and AI where they add clear ROI.

5
Iterate

Run reviews, refine, and scale what works.

Contact

Ready to scale with a systems partner? Send a note with a brief description of your business and goals.

Prefer a quick intro? Grab a 15‑min slot.

What to expect
  • 30‑min discovery call
  • Outline of opportunities and quick wins
  • Proposal with scope, timeline, and outcomes
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