Investment Range
$12,000 – $65,000
Timeline
5 – 14 weeks
One-time build. You own it forever. No monthly SaaS fees.
What I Build For You
Executive Reporting Dashboard
P&L, cash flow, KPIs, and board metrics — pulled live from QuickBooks/NetSuite/Xero and surfaced in one clean view. No more Excel exports.
FP&A Modeling Tool
Budget vs. actual with variance analysis. Scenario modeling. Headcount planning. Built around your chart of accounts, not a generic template.
Client Reporting Portal
For RIAs and wealth managers: clients log in and see their portfolio, performance, allocations, and documents. White-labeled to your firm.
Data Integration Pipeline
Connect your CRM, accounting system, payroll, and banking data into one warehouse. One source of truth instead of six conflicting spreadsheets.
Compliance Tracking
Regulatory deadlines, audit trails, document retention schedules, and workflow approvals — built for your regulatory environment.
AP/AR Automation
Invoice matching, approval routing, payment scheduling, and vendor management. Reduce manual processing time by 70%+.
When to text PJ about Your financial data is in six systems. None of them talk to
Yes — text now
- You've read 2-3 articles, still don't know what to do
- About to spend $500+ on a tool / contractor / build
- Want a 30-second sanity check from someone not selling you
- Local to North County San Diego (faster routing depth)
No — figure it out
- You haven't tried the obvious built-in fix yet
- Looking for a free template you can DIY in 10 min
- Just casually browsing, no real decision pending
- Need a service we don't actually route (we'll say so)
Who this is for
CFOs and finance teams at $5M–$500M companies, RIAs managing $50M–$2B AUM, and private equity portfolio companies that need consolidated reporting across entities.
Not a fit: Early-stage startups that haven't yet closed their books or established financial processes.
From PJ · Solana Beach, CA
Financial ops software is the highest-leverage thing I build — when the numbers are right and accessible, every other decision gets easier. I've connected messy multi-system environments into clean reporting layers for operators in San Diego and beyond.
208K
Pages live
$100
First hour
0
Team members
