You know you should be using AI.
You're not sure where to start.
Find out where AI and a few simple fixes will save your business time and money. One phone call. A written, step-by-step plan delivered to you in two business days.
$997 fixed price.
No subscription. No tech knowledge required.
One month-end job at my own company took 3 days/month by hand. We got it down to 10 min/month.
Meanwhile, the work keeps getting done by hand.
Your team types the same numbers into two or three places.
Reports show up late, and nobody's sure what anyone does with them.
Every "AI expert" wants to sell you a tool before they understand your business.
None of that is on you. You've been busy running the company. But every month the work stays the same, you pay for the same hours again.
Here's what you get back.
Hours. Find the 5+ hours a week your business spends on work that software could do.
Dollars. See what each fix is worth, in dollars, using your own numbers.
Peace of mind. Stop hoping the business is fine. Know it.
I've sat in your chair.
I'm Jake Gray. I've been a CFO and I've owned small businesses, so I know what it's like to be too busy running the company to stop and look at how the work gets done.
At commZoom, a broadband company I co-founded, our accounting manager spent 3 days every month-end close typing a 3,000-line journal entry from a 150-page PDF. I built a custom data conversion and import tool and got it down to 10 min/month. I just had to ask why and find a better way.
My partners and I sold commZoom to Charter Communications (Spectrum) in 2022. I also spent 16 years teaching the entrepreneurship capstone course at Trinity University.
Now I help other business owners find the hours and dollars hiding in their own routines. Sometimes the answer is AI. Often it's software you already own.
3 Steps To Your Plan
1. Buy your assessment.
Checkout takes 2 minutes.
2. Make one phone call.
Talk with DMYS' AI interviewer, Sam, for 20 to 30 minutes about how your business runs. Call day or night, whenever you have a quiet half hour. No scheduling. No prep.
3. Get your written plan.
In two business days you get your report and a step-by-step guide to set up each fix yourself. Then you and Jake spend 60 minutes getting your first fix running.
What you get for $997
See a sample Assessment Report and a sample Implementation Guide before you decide.
(Fictional company, real format.)
Your Process and AI
Assessment Report
Six areas of your business scored for how ready they are for AI. Low-effort, high-payoff fixes to start with. Tools matched to your specific problems (many tools are free or inexpensive).
A 4-day plan to put the top fixes in place. And what it's worth: projected hours and dollars, based on your own numbers.
Your Step-By-Step Implementation Guide
Numbered, step-by-step setup instructions for each fix, so you can do them all yourself.
It's yours to keep.
Your 60-minute
working session with Jake
We correct anything the Assessment Report got wrong and get your first fix running on your own screen.
Nobody pitches you anything unless you ask.
What changed for other businesses
3 days/month became 10 min/month.
One month-end accounting job, at a company I co-founded.
A 50-page printed report became one screen.
Filter by date, department or product and get the answer in seconds.
A hotel client paid less for workers' comp.
I cleaned up payroll records from two payroll companies so the insurance audit used the right numbers.
An engineering firm put each project's messages and files in one place.
Same Microsoft license they already paid for. $0 in new software.
See all the results
"The software that provided the raw data did not help us USE that data...I like how this new data model aggregated thousands of data points and cut our analysis time to virtually zero."
~ Jack Gorman, former CTO of commZoom,
the broadband company I co-founded
"The tool that Jake built ... allowed me to drill into the various service tiers and individual cable channels to see which were driving most of the cost increases."
~ Bob Cohen, former CEO of commZoom,
the broadband company I co-founded
Is this for you?
Yes, if you own a business with 5 to 50 people and you still have your hands in everything.
Professional firms (dental, vet, law, engineering, accounting), retail and online stores, agencies, trades and service businesses.
Probably not, if you have your own IT department, or you've already picked the AI tool you want and only need someone to install it.
If $997 to get back 5+ hours a week - every week - sounds like a trade you'd make, this is for you.
Not ready for that? Start with something free.
What small businesses are doing with AI right now. The top 20, ranked from 102 owners' answers. One page. Free.
Articles
Could someone take $1.6 million from your company without you knowing?
Could someone take $1.6 million from your company without you knowing?
A bookkeeper in San Antonio (allegedly) took $1.6 million from her employer over 4 years before anyone caught it.
The same article lists 5 more cases, also in San Antonio, where another $1.3 million was (allegedly) taken.
Here's the sentence that stopped me. The bookkeeper "was responsible for managing the firm's financials, including paying bills and handling payroll, and had access to at least one of its bank accounts and a company debit card."
One person. Bills, payroll, the bank account and the debit card.
That setup is common in small businesses, and there's an honest reason for it. You have a small office staff and you trust them. Most of the time that trust is earned.
The risk isn't that your bookkeeper is dishonest. It's that nobody should be the only one looking.
3 things you can do this week
1. Open last month's bank statement yourself. It takes 5 minutes. Look for payees you don't recognize.
2. Ask one question. "What's the most recent month where every bank account has been reconciled?" (Reconciled means your books have been matched to the bank statement.) Last month: fine. 2 months ago: fix it this week. 3 or more: that's a bigger problem than bookkeeping.
3. Make sure someone besides the bookkeeper can see the bank account. The person who records deposits shouldn't be the person who takes checks to the bank.
What to look for when you open the statement
Payees you don't recognize. In the San Antonio case, it was Venmo charges on a company debit card.
Payroll checks that posted twice.
Vendors you've never heard of.
Subscriptions you meant to cancel.
None of this takes software. It takes 5 minutes a month and the habit of looking.
If you'd like a second set of eyes on how cash moves through your business, that's a 20-minute call.
Book a free 20-minute call here.
P.S. Know another owner who should read this? Send it to them.
About the name
Say "That'll make you smile!" out loud. It sounds like Data Make You Smile.
That's what good numbers do when they show up on time.
Questions Owners Ask
Q:
Do I need to know anything about AI?
No. You talk about how your business runs. Jake does the rest.
Q:
What if the answer isn't AI?
Often it isn't. A lot of what I find can be fixed with software you already own. When I see that, I'll tell you.
Q:
Who is Sam?
Sam is DMYS' AI interviewer. You call Sam from your phone and have a conversation for 20 to 30 minutes about how your business runs. Day or night, a quiet half-hour, no set appointment, when it's convenient for you.
Q:
Do I need new software, like an ERP?
Probably not yet. Most businesses with 5 to 50 people can get what they need from the software they already own. Read this before you hire an ERP consultant.
Q:
What does TIMELY DECISION DATA™ mean?
The numbers you need, in time to act on them.
Q:
How long does it take?
The call is 20 to 30 minutes. Your written plan arrives within two business days. The working session with Jake is 60 minutes.
Q:
What does it cost?
$997, one time. No subscription.
Q:
Can I do the fixes myself?
Yes. The Implementation Guide has numbered steps for each fix. If you'd rather have it done for you, ask me in the working session.
Q:
Can I see an example first?
Absolutely! Here's a sample Assessment Report and a sample Implementation Guide.
(Fictional company, real format.)
Find out where your hours are going.
One phone call. A written plan in two business days. $997, fixed price.
Have a question first? Ask me.
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