Thank you for taking the time today. I’d like to give you a clear picture of what we do at AWB Associates and how we help companies like yours run more efficiently, scale more predictably, and gain real visibility into their financial and operational performance.
AWB Associates is a fractional CFO/COO and automation advisory firm. We specialize in helping small and mid-sized businesses—generally between $1 million and $15 million in revenue—operate with the same clarity, structure, automation, and leadership as much larger organizations.
We bring together four disciplines that are normally offered by separate firms:
- Financial Leadership (Fractional CFO)
- Operational Leadership (Fractional COO)
- Modernized Bookkeeping (QuickBooks ProAdvisor)
- Automation & Systems Engineering (Power BI, Power Automate, Power Apps, Dataverse)
Most advisors focus on one area—finance, operations, or systems. We’re different because we integrate all three. We don’t just consult; we fix, build, automate, and manage.
We’re certified and highly experienced in:
- Lean Six Sigma (Master Black Belt)
- QuickBooks ProAdvisor financial optimization
- Agile/Scrum
- Power Platform engineering
- ERP workflow alignment
- Business analysis & requirements engineering
Companies typically reach out to us when they’re hitting one or more ‘breaking points.’
Financial Pain Points:
- Unclear financial performance
- Inaccurate or late reporting
- Lack of forecasting
- No visibility into cash flow
- Pricing or margin uncertainty
Operational Pain Points:
- Processes that depend on people instead of systems
- Rework, errors, and inefficiencies
- No SOPs or inconsistent execution
- Bottlenecks in communication or approvals
Technological Pain Points:
- Everything managed through spreadsheets
- Manual data entry that creates errors
- No dashboards or KPIs
- No automation—too much admin time
Leadership Pain Points:
- No COO or CFO function
- Owner doing too many jobs
- No accountability or performance tracking
Our work follows a simple, proven structure:
- Diagnostic Assessment – Full financial, operational, and automation evaluation.
- Stabilization – Clean-up of books, workflow redesign, accountability structure.
- Systems & Automation Buildout – Power Apps, Power Automate, Power BI, Dataverse, plus AWB’s full application suite.
- Strategic Leadership – Ongoing CFO/COO structure, forecasting, planning.
- Continuous Improvement – KPI reviews, optimization, scaling.
We support any industry, but we have specialized experience in cannabis, wineries, construction, healthcare, nonprofits, and professional services.
We provide clients with our own AWB Application Suite:
- Smart Hire (Recruiting)
- HRIS Lite
- Onboarding Manager
- Fixed Asset Register
- Continuous Improvement App
- PMO & Project Tracker
Clients who work with AWB see significant improvements:
- 40–70% reduction in administrative time
- Accurate, automated financials
- Improved profitability & margin visibility
- Faster decision-making
- Reduced rework and chaos
- Predictable operating rhythms
- Stronger accountability
If what I’m describing resonates with you, the next step is simple—we’ll schedule a deeper assessment conversation. In about 30 minutes, we can show you exactly where inefficiencies, hidden costs, and opportunities for automation are inside your organization.
Would you like to set that up?
Even a 30-minute review can uncover opportunities that dramatically improve efficiency, accuracy, and operational control. When would be a good time for us to explore that together?