Services
Running your business shouldn't cost you your future.
Most owners are exceptional at their craft — and stretched thin everywhere else. Somewhere between vendors, payroll, compliance, and planning, the strategic work slips, and the gap between where you are and where you could be quietly compounds. Fortune AI closes that gap with one retained relationship covering both sides of your ledger.
Business operations
a fraction of a COO
- A monthly operating picture, from your actual books. Revenue, margins, trailing momentum, cash runway, and customer concentration — computed from your accounting data, not estimated from memory.
- Cash-flow visibility. Know what the next quarter looks like before it arrives, and what a slow month actually does to your position.
- Vendor and expense review. A systematic look at where money leaves the company, and which of those decisions are on autopilot.
- An operating cadence. A standing monthly review that turns "we should really look at that" into a date on the calendar.
Finance & compliance
a fraction of a CFO
- Lender-ready financials. Clean statements and a coherent narrative before you need credit, not the week you apply.
- A tax calendar with no surprises. Obligations and filing dates monitored continuously, coordinated with your CPA.
- Entity and compensation structure. How you pay yourself changes what you keep. We model the options and bring the analysis to your CPA for design.
- Retirement plan design, at your real numbers. Solo 401(k), SEP, and SIMPLE contribution capacity computed side by side at your actual income and age — so the plan is a decision, not a payroll-company default.
Wealth management
& concierge
- The owner-wealth bridge. The signature analysis: your company's surplus, your draw, and how much of the difference can move into tax-advantaged savings each year.
- A portfolio second opinion. Fees, fund expenses, concentration, and overlap — measured. Most owners have never seen their all-in cost of investing as a single number.
- Risk, quantified. Stress tests across rate and market shocks, tail-risk measures, and drift monitoring — in percentiles, never "best case" stories.
- Tax-aware moves. Wash-sale screening before you trade, capital-gain budgeting, Roth conversion scenarios, and required-minimum-distribution planning.
- Concierge, in the honest sense. The number you text when something ambiguous lands on your desk and you want a clear-eyed first read and the right specialist.
When your business cuts a cost, we model what it means for your retirement the same week. When your compliance picture clears up, we identify the dollars it frees for tax-advantaged investing. That integration is the product.
Our process
Fast, verified answers — without the billing surprises.
Discovery
A structured call on your business model, financial position, obligations, and goals. No preparation required beyond showing up.
Your profile is built
Your numbers, entity structure, and objectives become a living profile — the context behind every future answer.
Ask anything, any time
Text, email, or the client portal. Operational, financial, or personal — if it touches your business or your wealth, it's in scope.
Answers with receipts
Every response arrives with context, a recommended next step, and its figures verified against a computed source.