From the builders of the most advanced crypto tax prep software in the United States
Live, local, in-person AI setup of your businesses.
No webinars, no remote help desk. We come to your office anywhere in Maryland and DC, sit down with you and your team, and set AI up on-site in the systems you already depend on: QuickBooks Online, estimating and quoting, email, and marketing. You see it working before we leave.
All done for you
Most owners have played with AI. A few use it to write an email. But nothing is connected to the books, the estimates, or the inbox, so the real work still lands on you and your office staff.
Quotes, RFP responses and proposals get built from scratch in spreadsheets after hours. Slow bids lose jobs to whoever answers first.
Paperwork piles up, people are unreliable, call out or quit, and attitude problems land in front of your customers. The admin work still ends up on you.
Leads sit in the inbox, quotes never get chased, promised next steps fall through, and past customers never hear from you again. That costs real dollars, not cents.
Receipts, invoices and job costs pile up until month-end. By the time you see the numbers, the job's already over.
Our job is to eliminate all of that. We can save you 10x on your investment through payroll savings, increased revenue, and more time for you as the business owner. No new app to learn: we get the tools you already pay for talking to each other, with AI doing the repetitive work and your people checking the results.
Start with an audit, or go straight to a build. Every engagement starts with a free 30-minute AI Snapshot on Google Meet. Running restaurants on Restaurant365? See restaurant pricing.
Founding-client rate · list $3,500
100% credited toward an implementation
Typically delivered in about two weeks.
Book a free video callSet up on-site with your team, live in 4–6 weeks
Annual agreement, 2-year minimum. The monthly plan covers monitoring, fixes, tuning and new automations as you grow. Add-ons available below.
Book a free video callFor CPA, tax and financial firms
Annual agreement, 2-year minimum. Hardware is purchased by the client and specified by us. Pricing above covers setup and service only.
Talk about your firmOnce your systems are running, layer on the advisory work owners usually can't get from a tech shop. Each add-on is priced per engagement.
One-on-one strategy sessions with Brian
Reporting, cash-flow forecasting and KPI dashboards
Coordinated with your CPA
Where your next dollar of growth should come from
A planning meeting with Brian every quarter
Built for restaurant groups on Restaurant365: we set up and run the AI layer that keeps invoices, sales, labor and costs flowing into R365, so you see your numbers daily instead of at month-end.
One-time setup for your group, plus a monthly fee for each location
Example: a three-restaurant group is $9,950 to set up, then $4,500/mo. Annual agreement, 2-year minimum.
Talk about your restaurantsLive and local, start to finish: every step happens at your place of business in Maryland or DC, with you and your team in the room.
A quick video call to hear how your business runs and where time and money leak. You'll leave with two or three ideas, whether or not we work together.
We sit with your team, look at your actual tools, data and workflows, and hand you a ranked, priced roadmap.
We set up, connect and test each workflow live at your office, side by side with your team, then train them on it in person.
We monitor, fix and keep improving, stop by when you need us, and add new automations as the business grows.
We aren't software vendors. We run real companies in Anne Arundel County, and we run them on AI every day.
From the builders of the most advanced crypto tax prep software in the United States.
Everything we install for clients has been tested first on our own books, payroll, job costs and bank reconciliations.
Small and mid-sized businesses across Maryland and DC, especially ones where the back office is holding the business back.
Remodelers, builders, roofers, HVAC, electrical and plumbing. Job costing, estimating and QuickBooks that keep up with the field.
Firms juggling certified payroll, compliance paperwork and tight margins.
Private on-site AI that keeps client data in your office and your professionals in charge.
Restaurant groups on Restaurant365 that want daily numbers, cleaner AP and tighter prime cost across every location.
Agents, teams, investors and property managers who need faster follow-up and cleaner deal paperwork.
Law offices, agencies and consultancies drowning in intake, scheduling and documents.
Cleaning, landscaping and other service companies that live on quotes, scheduling and reviews.
Before we sell a workflow, we use it ourselves. Here's where it's running today.
AI-assisted estimating, job tracking and bookkeeping across a high-volume pre-listing renovation business.
Job costing, bookkeeping review and cash-flow reporting for a regional construction company.
Document handling and prep workflows for a firm that works with sensitive client financial data.
AI assistants that draft marketing, watch deadlines and flag risks across the businesses.
Client case studies coming soon. We're working with our first founding clients now and will publish results with their permission.
We use business-grade accounts with data-training turned off, give each tool only the access it needs, and document where your data lives. For firms that can't send client data to the cloud at all, our Private On-Site AI runs the models on hardware in your office, with each client's data walled off from the others.
It will sometimes, which is why we build a human check into every workflow that touches money, clients or compliance. AI drafts, sorts and prepares; your people review and approve. In accounting firms, every output is reviewed by your CPAs before it goes anywhere.
You do. Your data, accounts, automations and documentation belong to your business. Software accounts are set up in your company's name, and you get written playbooks so you're never locked in to us.
The audit and the setup are one-time, fixed-price projects. Ongoing support is an annual agreement with a 2-year minimum, billed monthly. Every term is spelled out in your agreement before you sign anything.
Usually not. We start with what you already use, like QuickBooks Online, your email and your estimating tools, and only recommend a change when it clearly pays for itself.
Restaurant groups on Restaurant365 pay a one-time $9,950 setup for the group, then $1,500 per restaurant per month. Add a location and it's added to your reporting, alerts and marketing for the same per-restaurant rate.
Our office is in Annapolis and we come to you, in person, anywhere in Maryland and DC. The first conversation is a free Google Meet call; setup and training happen at your office, live with your team.
Thirty minutes on Google Meet, no pitch deck. We hear how your business runs and show you where AI can save real time and money, even if you never hire us. If it's a fit, the rest happens in person at your office.