Most owners run on memory, spreadsheets, and gut feel — and quietly lose money to the things they can't see. We build simple systems that show you which clients are profitable, which are about to leave, and where your time is actually going.
Most owners can't answer them quickly — and the longer they stay unanswered, the more they cost.
Revenue isn't profit. Some of your biggest clients are eating your margin in support time, scope creep, or refunds — and your P&L can't see it. Without client-level profitability, you're guessing about who deserves more attention and who deserves a price increase.
Cancellations don't happen suddenly. They show up weeks earlier as drops in visit frequency, engagement, or spending — but only if someone's watching. Most businesses find out a client is gone when the renewal doesn't come through.
Your booking software, CRM, payroll, and marketing tools each hold a piece of the truth. Nobody connects them. So you don't know which work earns you money and which work just keeps people busy.
A client cancels and you didn't see it coming. A service line is unprofitable and you didn't know. Your team is working late and you can't tell if it's earning anything. Every month this goes on, the gap between what you think is happening and what's actually happening gets wider — and the decisions you're making get more expensive.
Get a Business Visibility SnapshotYou're not flying blind because you're a bad operator. You're flying blind because the tools you bought never connected to each other in the first place. Your booking software lives in one silo. Your payments live in another. Your email and your spreadsheets and your accountant's QuickBooks each hold a different piece of the same truth.
Nobody hands you the connected picture — because nobody is paid to. Off-the-shelf tools weren't built for your specific business, and an enterprise dashboard would cost six figures. So owners do what they have to do: they guess.
The good news is that custom systems used to take six months and $80,000. They don't anymore.
We build custom dashboards and small systems that pull from your existing tools and surface the numbers you actually need to run the business. Custom-built — for your business — at a price that makes sense for a $1M to $10M operation.
A focused 20-minute call. You describe the business. We identify the three blind spots costing you the most.
We pick the highest-leverage blind spot to solve first — the one that buys you the most clarity, fastest.
We build a working system that connects the relevant tools and surfaces the answer. Not a report. A live, always-on view.
You stop guessing. You start deciding from real numbers. We're available to extend the system to the next blind spot when you're ready.
Traditional development shops quote $40,000–$80,000 and three to six months for a custom system. We use AI-directed development to compress that into days and weeks at a fraction of the cost — without compromising on what gets built. That's the only reason this kind of work makes sense for a Sonoma County business at all.
Know which clients drive your margin and which ones quietly drain it. See revenue, hours, and net contribution per client — automatically, every month.
See how this works →Catch at-risk clients weeks before they cancel. Visit frequency, engagement, and spending changes flagged automatically — so your team can intervene while it still matters.
See how this works →One screen. The five to ten numbers that actually run your business. Updated automatically from your existing tools. So Monday morning, you know where you stand.
See how this works →Thirty years working with small and medium businesses, including running a 55-person IT consulting firm. Embedded in Sonoma County, available in person when it matters. The strategic sense to ask the right questions before writing any code.
Most agencies sell you software. We solve the visibility problem first — and only build what's needed to solve it.
About Ken Nangle