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 Margin Note
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
No. 07 · The Corpus
Entity Formation & Restructuring
Filed Under — Formation · Restructuring · Dissolution
End-to-end support for forming, restructuring, and dissolving business entities — the full alchemical cycle of the corpus, from coagulatio through transmutatio to nigredo — each phase worked with the same care. Whether you're starting from scratch, electing new tax treatment, buying out a partner, or winding down, we handle the financial, operational, and structural work so you can focus on the business. Solve et coagula: dissolve what no longer serves; recompose what does.
LLC Formation · Coagulatio — Operating agreement drafting, capital contribution structuring, member roles and responsibilities, registered agent setup, and state filing coordination. The paperwork that determines who owns what, who decides what, and who gets what when things go sideways.
S-Corp Election · Forma Mutanda — Eligibility analysis, IRS Form 2553 preparation, reasonable compensation structuring, payroll setup coordination, and tax-impact modeling. Done correctly the first time; retroactive elections are possible but unnecessary.
Nonprofit Support · Opus Publicum — Formation and 501(c)(3) application support, board governance structuring, donor and grant accounting, compliance tracking, and annual reporting.
Partnerships · Coniunctio — Partnership agreement drafting, profit-and-loss allocation structuring, capital-account tracking, and partner buyout-and-admission frameworks.
Member Buyouts · Separatio — Multi-method business valuation, purchase-agreement drafting with alternative deal structures, GAAP-compliant financial statement preparation, inventory reconciliation, IP and design-rights frameworks, negotiation strategy, and a complete deliverable package.
Entity Restructuring · Transmutatio — Conversions between entity types, mergers and consolidations, ownership restructuring, operating-agreement amendments, and state compliance filings.
Dissolution & Wind-Down · Nigredo — Final tax-return coordination, asset-distribution planning, creditor notification, state dissolution filings, and account closures. The work of the end: dissolving what remains with the same care it took to form it. In finem, principium — in the ending, a beginning.
Tools — State Filing Portals · IRS Form 2553 · QuickBooks Online · Gusto · PandaDoc · Monday.com Legal Register · A Bound Ledger
