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Modern Business Systems powered by AI.

We identify gaps in your operations and build systems that keep your business organized and efficient so you can focus on higher-value work.

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Selected Industries

We've worked with businesses like yours.

Industry-agnostic on purpose. The operational mess looks similar across verticals. The systems we build for each, less so.

Industry

Gaming & Casino Operators

POS-rewards reconciliation. Regulated cash. Multi-location compliance.

Industry

Talent Agencies & Creators

Contractor payroll. Royalty tracking. State tax credit qualification.

Industry

Real-Estate Investors

Multi-property accounting. Depreciation tracking. Syndicate reporting.

Industry

Crypto & Distributed Assets

Wallet reconciliation. Cost-basis tracking. Cross-chain compliance.

Industry

Custom Apparel & Print

Inventory + COGS by SKU. Wholesale vs retail margins. Production runs.

Industry

Marketing Agencies

Project profitability. Contractor payroll. Retainer vs project rev rec.

Industry

D2C Brands

Shopify + accounting reconciliation. Sales tax across states. Returns and chargebacks.

Industry

Construction

Job-by-job profitability. Subcontractor 1099s. Progress billing and WIP.

Industry

Maintenance & Remodeling

Service-call routing. Material costs by job. Recurring-contract billing.

Clients

We've worked with people like you.

From gaming operators and Series A SaaS to talent agencies and D2C brands, the operational mess looks the same across verticals. The systems we build for them don't.

The Stack

We've worked with tools like yours.

Your accounting, CRM, billing, automation, and AI in one engagement. We bring the tools you already use, rebuild what's broken, and connect what isn't talking yet.

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  1. 01

    30-minute discovery call.

    We ask the questions most consultants skip. Where you're the bottleneck, what tasks you hate but can't delegate, what you wish you could automate. Plain language, recorded with your permission.

  2. 02

    Written audit report.

    Delivered in five business days. Every recommendation includes the specific tool, the implementation effort, the expected hours saved per week, and the priority. Yours to keep either way.

  3. 03

    30-minute review session.

    We screen-share through every recommendation, answer every question, and gauge whether you want to run the playbook in-house or have us build it.

  4. 04

    We build it.

    Optional. If you want JSBC to implement the playbook, we scope, price, and ship it in phases. From a single custom GPT to a full agent quietly running your back office. See the build ladder below.

Our Process

From first call to live system.

A 30-minute call, a written audit report, a review session, and if you want it, the build. No 60-page proposals, no surprises.

By the Numbers

A small firm that's done a lot.

Thirty years of operator instinct, a hundred-plus systems built, ten-plus industries deep, still family-owned, still picking up the phone.

Jeff Bongiovanni, founder Paul Rausch, co-founder James Bongiovanni, partner
Jeff Bongiovanni, Paul Rausch & James Bongiovanni Founders & partner. Still picking up the phone.
  1. 30+ Years Combined founder experience across accounting, ops, and systems.
  2. 100+ Systems Unique stacks set up, connected, and handed off to client teams.
  3. 10+ Industries From gaming operators to D2C brands, the operational mess rhymes.
  4. 100% Family-owned Same hands on the work since day one. No private-equity reshuffle.
Inside the Audit

What the audit actually measures.

Three of the dimensions we score in the $497 audit. Every number ships with the source data behind it.

Close Velocity

Moderate
out of 100

Days from month-end to clean books in leadership's hands. We pull your last six closes, count reopens and reclassifications, and flag every account that didn't reconcile on the first pass. Five days is excellent. Most SMBs we audit live near twenty.

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Stack Integration

Strong
out of 100

Of every handoff between accounting, CRM, billing, AR/AP, payroll, and expense, how many move themselves. We map every system, every connection, and every human standing in the middle. The gaps are where rework lives.

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Automation Readiness

Weak
out of 100

Hours per week your finance and ops team spends on work an automation could do, paired with whether your data is clean enough to deploy AI against. Most teams overestimate the second one. We measure both before recommending a tool.

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The Audit

Find out what's broken before you fix it.

A 30-minute call, a written report in five business days, and a 30-minute review session walking you through every recommendation. Yours to keep, whether or not you engage us further.

  1. 01

    30-minute discovery call.

    We ask the questions most consultants skip. Where you're the bottleneck, what tasks you hate but can't delegate, what you wish you could automate. Plain language, recorded with your permission.

  2. 02

    Written audit report.

    Delivered in five business days. Every recommendation includes the specific tool, the implementation effort, the expected hours saved per week, and the priority. Yours to keep either way.

    5 business days
  3. 03

    30-minute review session.

    We screen-share through every recommendation, answer every question, and gauge whether you want to run the playbook in-house or have us build it.

The guarantee

Minimum five hours of weekly time savings identified in your report, or we refund the $497.

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After the audit

What we can build next.

The audit ends with a written playbook. If you want help executing it, here's what we build, what it costs, and a recent example of what it looks like in the wild.

Real story

Custom GPT for a business brokerage.

He gets 400 emails every time he lists a business for sale. The same four or five questions, every single listing. We built him a custom GPT trained on each listing's marketing package. He now sends one link to potential buyers and it answers their questions in his voice, with his data. Cut 95% of his email workload per listing.

Build Custom GPT
Investment $3,000
Outcome 95% less email

The build ladder

  1. Process optimization

    We rewire how work actually moves through your business. Same people, fewer handoffs, less rework.

  2. No-code automation

    We stitch your existing tools so data moves itself, not through a spreadsheet or a human in the middle.

  3. Custom GPTs

    A purpose-built GPT trained on your data, answering in your voice. The brokerage build, replicated for your use case.

  4. Custom AI skills

    Repeatable Claude workflows your whole team can run on demand. The same job, done the same way, every time.

  5. Full agent implementation

    A production agent quietly running pieces of your back office. Monitored, maintained, and upgraded as your needs change.

FAQ

Questions worth answering.

What size businesses do you work with?
Established U.S. SMBs roughly $2M–$25M in revenue with operational complexity and a back office that's outgrown its tools. We're not a fit for solo operators or pre-revenue startups.
Do we have to switch accounting tools?
No. We work with what you have. If we recommend a change, it's because the current tool is actually holding you back, and we'll make the case in writing.
Can we keep our current accountant or bookkeeper?
Yes. We work alongside them or hand the roadmap back to them to execute. Plenty of our engagements end with the in-house team running the system we built.
How long does an engagement take?
The systems audit is a 30-minute consultation call followed by a written report turned around in days, not weeks. Advisory engagements typically run 3–12 months, with a clear milestone plan. Long enough to do the work, not so long that we become furniture.
What does the audit cost, and what does it include?
$497, fixed. You get a 30-minute consultation call and a written audit report telling you exactly what to fix and which tools to use. The report is yours to keep, whether or not you engage us further.
What if we need cross-border tax help?
That's our sister practice at jsbc.it. Same partners, dedicated to U.S.–Italy cross-border tax for Americans in Italy, Italians in America, and dual citizens.

Ready when you are.

Get a paid audit with a real deliverable, or book a free 20-minute call to talk through whether we're a fit. Either way, no pitch deck.

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