Financial teams — tired of busywork? I’m building my AI Automation portfolio and I’m offering 100% free setup of practical automations for banks, fintechs, wealth managers, insurance teams, and accounting firms. What I build (examples):• -Client onboarding & KYC flows — auto-capture data, reduce manual entry, speed up approvals. - Reconciliations & investor reporting — nightly match + auto PDF reports ready for audits. • Lead follow-ups & appointment scheduling — personalised outreach and reminders that cut no-shows. • Billing, invoicing & collections — automated invoices, retries, and status updates. • Internal task routing & compliance logs — fewer missed steps, better traceability. These are the same systems firms pay $3K–$10K+ for, but right now I’m focused on results, not revenue — in exchange for a genuine testimonial. No inflated promises. Just streamlined systems that: -Cut manual workload by 40–60%💰 -Free up 10–20 hours/week per advisor or accountant -📈 Improve response speed, accuracy, and client satisfaction If you run or work with a financial advisory, accounting firm, insurance company, fintech, wealth management firm or you know someone who operates such firms— and you’re tired of being buried under admin — let’s fix that. Comment “Interested” or DM me, and I’ll walk you through how we can automate your bottlenecks — end to end. Let’s turn boring processes into predictable profit.

Let me know what you think.

Take a look at the CFO Skillsets course inside the classroom.

I am training for a marathon right now and my alarm went off at 3:30am to go for a 4 mile run the other day. I didn’t want to go run. I didn’t want to get out of my warm bed. I started coming up with all the excuses. I could do it later, or tomorrow, I thought to myself. Why am I doing a marathon anyways? All of these thoughts and more came to me in an instant as the alarm was still buzzing. It’s the voice in our head telling us to take it easy and it is a POWERFUL voice. But you know what stopped all of that and got me out of bed? The clear understanding that, “the miles are not going to run themselves”. If you don’t read the material, if you don’t do the work, how do you expect to get better? How do you expect to get the promotion at work or the new client if you’re not doing the work? If you’re not adding more value? How you do one thing is how you do everything. Yes, the run is uncomfortable and at times even painful. Good. Yes, the course material is boring and may not make sense at first. Good. Because its hard and most people give up on accounting and finance - that provides you an opportunity to add value to your organization. Because you know what to do. You know what advice to give to the decision makers. Because you understand the business from a perspective most business owners and managers don’t. Soon enough 2025 is going to be over and we will be in 2026. Do you want 2026 to be your break out year or just another year? Do the thing you know you need to do, but have been putting off. This is your sign. Do the hard thing.