Services
SMB Business Services #
Monthly Accounting & Automation #
Starting at $850/month
Perfect for business owners who want accurate books without the manual work. Includes AP processing, financial reporting, and AI-powered automations for repetitive tasks.
Outsourced Account Executive #
Starting at $4,000/month + commission
For technical founders and small teams who need sales execution. Get from beta to market validation, 0→5 customers, with a dedicated sales expert.
Lead Generation Automation #
Starting at $100
Stop manual prospecting. Automated systems that find, qualify, and engage your ideal customers 24/7.
Personal & Advisory Services #
Personal Financial Coordination #
Available hourly or retainer
For high-net-worth individuals and business owners who want financial clarity and peace of mind. Coordination with your legal/financial team, cash flow management, and wealth planning.
Tax Returns & Planning #
Starting at $500
Personal and business tax preparation with strategic planning. Licensed and bonded in Marin County, CA.
How I Work Differently #
Bridge Between Worlds #
I understand both the numbers (CPA background) and the people (sales experience). This lets me help with technical implementation and human adoption.
Systems Thinking #
I don’t just fix isolated problems—I optimize how all your financial systems work together: accounting → automation → sales → personal wealth.
Clarity Over Complexity #
My goal is to simplify, not complicate. You’ll understand what’s happening with your finances and why.
Which Service Is Right For You? #
For Business Growth: #
- Just starting automation? → Lead Generation
- Need sales traction? → Outsourced AE
- Want financial operations handled? → Monthly Accounting
For Personal Clarity: #
- Complex financial picture? → Personal Financial Coordination
- Annual tax needs? → Tax Returns
Contract-to-Hire Options #
Available for all services. Perfect if you want to:
- Test a service before making a full-time hire
- Get immediate help while you recruit
- Have flexibility during growth phases
Not sure where to start? Most clients begin with a single service and expand as they see results.
Talk to Raf about your specific situation. Let’s map out the right starting point for your needs.
12 May 2026
Personal Financial Coordination
More Than Numbers: Financial Peace of Mind #
Managing personal wealth isn’t just about investment returns—it’s about confidence, clarity, and having more time for what matters. As someone who understands both the technical details of accounting and the human side of money, I help high-net-worth individuals and business owners simplify their financial lives.
What I Help With #
Financial Organization & Reporting #
- Cash Flow Management: Track income/expenses across multiple accounts and entities
- Net Worth Tracking: Consolidated view of all assets and liabilities
- Custom Reporting: Dashboards that show you what matters most
- Budget Planning: Realistic plans that account for lifestyle goals
Stakeholder Coordination #
- Attorney Liaison: Bridge between you and your legal team for estate planning, trusts, and business entities
- Advisor Alignment: Ensure your CPA, financial planner, and insurance agents are working cohesively
- Family Office Support: Help establish or optimize family office operations
- Succession Planning: Coordinate the financial aspects of business or wealth transition
Business Owner Support #
- Personal/Business Interface: Clean separation and optimal flows between personal and business finances
- Tax Optimization: Coordinated planning across entities and jurisdictions
- Vendor Management: Review and optimize recurring expenses and service providers
- IT Systems: Ensure your financial tools talk to each other effectively
Wealth Management & Discretion #
- Confidentiality First: Understand the need for discretion around personal wealth
- Risk Assessment: Identify and mitigate financial vulnerabilities
- Liquidity Planning: Ensure cash is available when needed for opportunities or obligations
- Philanthropy Coordination: Help structure and track charitable giving
How It Works #
Initial Assessment (1-2 hours) #
We’ll start with a conversation to understand:
12 May 2026
Stop Selling Alone. Start Scaling Together. #
Technical founders and small teams with one AE often struggle to get in front of the right buyers. You have product-market fit but need someone who can translate technical features into business value for enterprise customers.
That’s where I come in. I act as your outsourced sales arm, helping you move from beta to market validation, from 0→5 key customers.
What I Do #
For seed-stage teams with no AE yet:
20 Nov 2023
Stop Searching. Start Selling. #
Is manual lead generation consuming your best hours? Small service businesses often have the highest-value clients, but finding them requires sifting through hundreds of irrelevant contacts. It doesn’t have to be that way.
I build automated lead machines that leverage the power of Apify, Make.com, and Google Maps to deliver a hyper-targeted list of prospects directly to your outreach tool.
Your Automated Lead Scenarios #
Here are just a few high-impact lead generation workflows we can build specifically for your service business: