844-379-3327

AI Workflows, ERP Systems, and Finance Ops - Built for Real-World Teams

We help services firms automate the boring stuff, simplify the messy stuff, and scale the systems that actually work.

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What We Help With

AI SYstems & Workflows

Automate client onboarding & time tracking
Streamline proposal → WIP → billing
Partnered with Simple.AI for real-world adoption

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ERP & IES solutions

Clean up reporting and rev rec
Replace spreadsheet chaos
Built on Intuit's modern ERP

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fractional cfo services

Strategic cash, staffing, and system ops
Team-ready dashboards & financial clarity
Operator-first, not spreadsheet-only

explore cfo

Does this sound familiar?

You’ve duct-taped five tools together — and no one uses half of them.

You’re growing, but still chasing down timesheets and approvals.

You’ve tried automation, but spreadsheets keep creeping back.

MEET THE FOUNDER

I’m Bryan Wakefield — fractional CFO and systems strategist for service firms

I help founders and lean teams bring structure, clarity, and momentum to their operations — especially during transitions like new ownership, rapid growth, or financial cleanup. My work blends hands-on financial leadership with the kind of systems thinking that actually gets adopted — not just documented.

I’ve led FP&A, finance ops, and strategic projects across a wide range of teams, and now focus on serving professional service firms where finance, delivery, and operations intersect.

Specializing in financial clarity, smarter systems, and real-world workflow design.

Certified Intuit Enterprise Suite (IES) partner with deep experience in QBO/QBD ecosystems

Led full implementations — from QuickBooks and IES to NetSuite and Intacct

Built operator-grade AI workflows adopted by real teams (not just demos)

Trusted by PE-backed teams, venture-funded startups, and founder-led businesses

Always operator-first — Former SVP Finance and VP Ops