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Your Finances on Autopilot.
I build AI-powered accounting systems, financial dashboards, and automated workflows — so your numbers work for you without the manual grind.
Garrett McDaniel
Financial Automation Consultant
Services
What I Build
Purpose-built financial systems for small businesses that are tired of doing everything manually.
13-Week Cash Flow Forecast
A rolling forecast model that shows your exact cash position week by week — with best-case, base-case, and worst-case scenarios you can toggle in seconds. Built in Google Sheets. No accounting degree required to read it.
Budget vs. Actual Tracker
You set the budget once. Every month, drop in your actuals and the model does the rest — variance calculations, percentage tracking, and a color-coded summary that tells you instantly where you're over, under, and why it matters.
Financial KPI Dashboard
One screen that shows revenue, margin, burn rate, and runway — updated from your existing data source in minutes, not hours. Built for business owners who want to know their number without opening a spreadsheet.
Process
How It Works
Three steps from problem to running system — typically under two weeks.
Free Audit
We talk about your biggest financial pain point — the thing eating your time or costing you visibility. No pressure, no pitch.
I Build It
I deliver a working system, dashboard, or automation in 1–2 weeks. Fixed scope, fixed price. You see the result before you pay the balance.
You Run It
You get full documentation and a handoff call. The system runs without me — no subscriptions, no lock-in.
Most projects delivered in under 2 weeks. Fixed-price. No surprises.
Who This Is For
Perfect For
I work exclusively with small businesses — 1 to 20 employees — who need professional financial infrastructure without the cost of a full-time CFO.
- Small business owners tired of spreadsheet chaos
- Startups that need real financial infrastructure fast
- Service businesses (contractors, agencies, MSPs) who want better reporting
- QBO users who know their setup is broken but don't know how to fix it
Work
Portfolio & Results
Real projects for real businesses. Case studies coming soon.
Project Coming Soon
Real-time cash flow & AR/AP dashboard built for a 12-person MSP. Replaced weekly manual reports with live data.
Project Coming Soon
Month-end close workflow automation for a marketing agency — reduced close time from 5 days to 1.
Project Coming Soon
Full QBO rebuild for a 7-person contractor. New chart of accounts, job costing, and profitability tracking.
Get Started
Stop Guessing.
Start Knowing.
Most projects delivered in under 2 weeks. Fixed-price. No surprises.
No commitment. Just clarity.