We free small business owners from the tedious work that caps their growth — using AI-augmented systems built by an operator with 30 years in the chair and a son who builds the tech. Then we prove it on ourselves, in public.
How we work together
Every engagement starts with a free workflow audit. From there, you choose how deep we go — a single fixed-scope build, or ongoing optimization that compounds quarter over quarter.
A 60–90 minute working session in which we map your three biggest time sinks and put a dollar value on each one.
Fixed-scope, fixed-price project to eliminate or accelerate one named workflow in 14–45 days. Built, trained, documented.
Monthly retainer for ongoing optimization once your first system is live. Add one new build per quarter, keep the rest running.
Documented in public
Most consulting firms market with case studies. We market by showing our own books. David and Levi are building this venture from scratch in 180 days, publishing the wins, the misses, the numbers, and the lessons as we go.
Who we serve
We focus where the workflow-pain-to-revenue ratio is highest and the owner is approachable. Three segments. One playbook, adapted.
$500K–$5M revenue. Contractors, agencies, clinics, law firms. High task overhead, clear ROI math, the owner is usually still scheduling the schedulers.
Restaurants, retail, home services. Less tech-savvy, biggest workflow wins on the table, and nobody else is selling this work to them in a language they trust.
Accountants, advisors, real estate teams. High-value clients, admin-heavy operations, and they already understand consulting as a category.
Results · in their words
"We were quoting jobs at 9pm because the day was full of phone tag. Forty hours back a month, and our close rate went up because we're actually responsive."
"David and Levi don't talk in jargon. They sat down, mapped my whole intake process, and inside three weeks the system was running. I wish I'd called them two years ago."
"I thought AI meant something I'd never use. What they built feels like I hired three people who never sleep — and it actually works the way they said it would."
Meet the team
This venture is genuinely a father-and-son partnership. David brings the operating reps; Levi brings the build. Both bring the receipts.
Founder of Triumvir Financial, the virtual-CFO firm behind the venture. Owner of four businesses with oversight on more than 100. Author of Business Growth University and the Profit Calculator (used by 260+ owners).
David runs sales, audits, and the operator voice of the brand.
Software engineer and CEO of Kasper Strategies — a working digital marketing agency in The Woodlands, TX. Hands-on AI integrator who has built workflow systems for service businesses, e-commerce, and trades.
Levi runs implementation, content production, and the growth engine.
From the field
Why every hour you delay first-touch costs you about 8% of the deal — and a small change that recovers most of it.
The pattern we use on every audit to separate the work that becomes an agent from the work that should stay human.
The mid-month retro from inside our own Challenge. Real numbers, real misses, real adjustments.