CapCityBiz · Financial Clarity, Smart Automation

Financial clarity.
Smart automation.
Real results.

Fractional financial leadership, real estate advisory, and business automation — tailored for founders, operators, and investors who want a strategic edge.

Certified Construction Industry Finance Professional Platinum QuickBooks ProAdvisor Licensed TX Realtor IRS EA Candidate Nonprofit Finance Expert

Your AI. Configured for Profit.

I set up Claude AI for business owners who don’t have time to fumble through tutorials. One focused session, one follow-up call, and you’re running. Not a course — a configuration built around your actual business.

GOOD
The Jumpstart
$497
1-hour session + 30-minute follow-up call within 2 weeks
Claude Pro account setup & configuration
Custom Instructions for your role & industry
Projects organized by business function
Memory & preferences optimized for your workflow
Live demo using your actual business tasks
Quick-Start Guide emailed after session
30-min follow-up call to troubleshoot & refine
Ideal for: Solo operators who need to get started smart.
BEST
The Saturday Session
$1,997
4-hour intensive + 7 days of support + follow-up call
Everything in The Deep Dive
Complete AI operating system — every major workflow automated
Advanced integrations configured (Gmail, Drive, Slack, CRM)
Custom Claude Projects for each department or function
Prompt playbook — 20+ tested prompts for your business
Financial analysis workflow setup (reports, forecasting, dashboards)
Team onboarding guide — train your people after the session
Content & marketing AI workflow (social, newsletters, copy)
7 days of post-session email support — 24-hour guaranteed response
30-min follow-up call to fine-tune everything
Ideal for: Leaders who want the complete transformation in one day.

All sessions in-person (Austin, TX) or virtual. Saturday & evening availability.

Custom Integration Packages

Need deeper technical work? I also build custom workflow automations, API integrations, and multi-platform data pipelines — connecting your tools into systems that run themselves. Every integration project is different, so these are scoped and quoted individually after a consultation.

Workflow Automation

Connect your business systems — QuickBooks, Gmail, Monday.com, CRM — with automated data flows, alerts, and reporting.

AI System Build

Full Claude workspace architecture for your team — Projects, prompt libraries, integrations, training documentation, and onboarding.

Enterprise Integration

Custom API development, data pipeline design, multi-system automation, and ongoing technical support.

What I Do

Financial Leadership & Consulting

Fractional financial leadership, cash flow strategy, financial modeling, and tax planning — from construction firms to nonprofits.

Business Automation

API integrations, workflow automation, and AI-powered tools that eliminate bottlenecks, reduce manual work, and scale operations.

Project Management & Systems

End-to-end project leadership, systems design, and implementation — turning complex operational challenges into structured, repeatable processes.

Real Estate Advisory

Licensed Texas agent with financial fluency — helping clients make data-driven buy, sell, and investment decisions.

Construction & Property Development

Industry-specific financial leadership for construction firms and property developers — job costing, draw schedules, owner’s rep financial oversight, and development pro formas.

Creative & Content

Storytelling, content strategy, and media projects at the intersection of business, music, and culture.

About Us

We’re a team led by a CCIFP (Certified Construction Industry Finance Professional) and licensed Texas REALTOR® — with a background spanning landscape construction, nonprofit leadership, real estate, and music. We bridge the gap between high-level financial strategy and the practical, hands-on work of building systems that actually run. Whether it’s automating a reporting workflow, advising on a real estate transaction, or helping a founder understand their numbers for the first time, we bring the same thing: clarity and follow-through.