No. 01 · The Modern Athanor
Claude Implementation & AI Agents
Filed Under — Artificial Intelligence · Automation · Current Focus
We build Claude-powered tools for actual operational work: custom MCP servers, AI agents that interface with your real tech stack, and automated workflows that don't hallucinate the important parts. We built our own — a 46-tool Model Context Protocol server connecting Claude to QuickBooks Online — and have been running our own books through it ever since. It is the calling card. It is also the case study.
Tools — Claude Code · Model Context Protocol · Anthropic SDK · Python · Good Judgment
No. 02 · Prima Materia
Tech Stack Consulting
Filed Under — Systems · Integration · Audit
An audit of what's installed. A plan for what to remove. The integration of what ought to have been connected two years ago. We specialize in the software small-business entrepreneurs inherit and rarely rationalize — CRMs, accounting, payroll, project management, document signing, meeting notes, calendars, email. We assemble the pieces so the stack actually compounds instead of duplicating.
Tools — Monday.com · QuickBooks Online · Gusto · Trainual · PandaDoc · Gong · Granola · Zapier · Claude
No. 03 · Solve et Coagula
Operations, SOPs & Contracts
Filed Under — Workflow · Documentation · Institutional Memory
Every engagement begins with a curated Monday.com workspace dropped into your account on day one — an Ops & Financials board, Tasks & Projects, Accounts Receivable, an Official Documents & Legal register, a Board Meeting Minutes log, and an Admin@ email-inbox triage board. Each arrives pre-configured with the columns, statuses, views, automations, and integrations refined across dozens of prior engagements. You inherit the system. You do not build it.
Alongside the boards: a tailored SOP library — close calendar, onboarding checklist, vendor intake, month-end journal entries, incident response, cash handling, tip-pool distribution, and whatever else your operation requires. Drafted to your specifics, not copied from a template pack. The unglamorous scaffolding that lets a small business feel, at last, like it knows where everything is.
And contracts — the part most firms outsource, we keep in-house. We review your existing agreements with vendors, contractors, landlords, service providers, and clients, then produce hand-crafted replacements using a template library the proprietor has curated and refined across two decades in hospitality, operations, and small-business consulting. Every contract is written to your actual business, not fished out of a generic repository.
Tools — Monday.com · Curated Template Library · Zapier · PandaDoc · A Sharpened Pencil
No. 04 · The Ledger of Sol
Bookkeeping & Close
Filed Under — Finance · Monthly · Quarterly · Year-End
Categorization, reconciliation, accruals, and the monthly close — delivered by the 5th, with variance commentary a non-accountant can read aloud without flinching. The books you want when a banker, a partner, or the IRS asks a question on short notice.
The close itself is now partially automated by an in-house Claude + QuickBooks Online integration — a forty-six-tool Model Context Protocol server the proprietor built and uses on this firm's own books. Document capture, categorization, duplicate-transaction detection, and the preliminary P&L happen overnight; the human work is the review, the judgment calls, and the monthly commentary. The clerical portion, dissolved. The judgment portion, preserved.
Alongside the close: accounts receivable (invoicing, aging, light-touch collections), accounts payable (bills, vendor payments, 1099-NEC prep), fixed-asset scheduling and depreciation, sales-tax filings, and a clean year-end handoff to your CPA. We deliver the tied-out schedules the CPA expects — prepared, paginated, and in the format they already know — so tax season is a formality, not an excavation.
Every month closes with a proprietor's letter: a one-page narrative of what the numbers did, what changed, and what to watch. Quarterly we add a 13-week cash-flow forecast and a budget-vs-actual pack suitable for a bank, a board, or an investor call. No pivot tables required, no finance degree assumed.
Tools — QuickBooks Online · Ramp · Dext · WvH Claude Bot · A Sharpened Pencil
No. 05 · The Crucible
Payroll & People
Filed Under — Human Affairs · Bi-Weekly
Payroll runs, contractor payments, onboarding binders, benefits coordination, and the quiet administration of small human dramas that accompany any staff above three.
Tools — Gusto · Trainual · A Manila Envelope
No. 06 · The Lesser Work
Apple ID Resets
Filed Under — Conversation Starters · Since 2007
We have been quietly resetting Apple IDs for almost two decades. Consider it a standing offer. Consider it a bit. Consider it both. It also remains — statistically — the most-requested service in our history.
Tools — Patience · A Recovery Email · A Better Password
