Sophisticated Infrastructure for the Autonomous Founder

Consulting, Strategy & Services

Business & Personal Finance

In Partnership with and Powered by Yari Solutions and Thisis Media

Sophisticated Infrastructure for the Autonomous Founder

  • The Lead Financial Architect (Strategic Oversight)

    The "Command Center" for the $1M–$5M+ Agency. Stop being the bottleneck in your own growth. Our Lead Architectural service provides the high-level strategic guardrails you need to scale without the stress. We act as your second-in-command, ensuring every dollar spent is an investment in your freedom.

    Monthly War Room Sessions: Strategic decision-making based on data, not intuition.

    Structural Risk Mitigation: Identifying "leaks" in your project margins before they become crises.

    Legacy Design: Aligning your business profit with your personal wealth goals.

  • Financial Blueprint (Data Architecture & Intelligence)

    Moving from Hindsight to Foresight. Traditional accounting tells you where your money went. Financial Architecture tells you where it is going. We build the real-time data blueprints that give you 20/20 vision into your firm’s health.

    The Agency Profit Dashboard: Real-time visibility into Utilization Rates and Effective Hourly Rates (EHR) per client.

    Cash Flow Forensic Forecasting: 90-day predictive modeling so you never have a "payroll panic" again.

    Integrity-Based Reporting: Clean, multi-entity financial files built for scale and audit-readiness.

  • Operational Infrastructure (AI & Systems Automation)

    Architecting Time Freedom. A business that requires your constant presence is a job, not an asset. We utilize AI-native workflows and advanced automation to digitize your back office, removing the human bottleneck and increasing your Net Profit per Employee.

    Automated Finance Stacks: Seamless integration between your project management (ClickUp/Asana) and your treasury.

    AI-Driven Efficiency Audits: Identifying manual tasks that can be eliminated to reclaim 10+ hours of your week.

    SOP Design: Building the "Operations Manual" for your finance department so it runs without you.

  • Wealth Fortification (Strategic Tax Architecture)

    Protecting the Fortress. It’s not about what you make; it’s about what you keep. We design tax-efficient structures that protect your assets and fund your lifestyle.

    Entity Optimization: Ensuring your entities are structured for maximum protection and minimum liability.

    Proactive Tax Planning: Year-round strategies to reinvest profit into growth rather than sending it to the IRS.

    Lifestyle Distribution Design: Architecting the flow of funds from your business to your personal "Freedom Fund."

  • Strategic Market Architecture (Growth & Visibility)

    Consultancy led by This Is Media. Once your foundation is solid, we architect your impact. We help you define your sophisticated audience, craft compelling messaging, and build the market presence required to attract high-ticket clients.

    Audience Persona Design: Targeting the right audience brings focus.

    Content Ecosystem Strategy: Aligning your marketing channels to drive high-intent leads.

    Impact Mapping: Ensuring your growth serves your community and your family legacy.

  • Other Services

    Website Design & Creation (like this one)

    Small business accounting services (no business is too small- we’ll help you grow)

    Anything you need help with it’s just an consultation away

“Simplicity is the Ultimate Sophistication” Leonardo Da Vinci