Hoang T.

Financial Systems Architect + AI Automation | Cash Flow & Profit

Profit is a theory. Cash is a fact. Most $5M-$20M business owners are making major decisions based on gut feel and bank balance anxiety. That is not a cash flow problem. That is an infrastructure problem. I build the infrastructure that fixes it. I am a financial systems architect who also builds AI automation. I find the financial problem first, then engineer the system that solves it. While doing financial work for a home services company, I noticed their after-hours close rate had dropped from 40% to 25%. With a $6,500 average job, that was a measurable revenue leak. I built an AI voice agent that restored their close rate above 40% of human callers. It paid for itself within 2 to 3 bookings. That is the lens I bring to every engagement: CFO-level diagnosis, then an automated fix. WHO I WORK WITH Service, construction, and home services companies in the $5M-$20M range. Too complex for basic bookkeeping. Not structured enough for predictable growth. Revenue is there. Visibility is not. FINANCIAL ARCHITECTURE 13-Week Cash Flow Forecasting pulling live from QuickBooks Online Scenario modeling for hiring, pricing, and expansion decisions Unit economics and margin diagnostics by job, client, or service line KPI reporting tied directly to bottom-line profitability AI SYSTEMS & AUTOMATION AI voice agents (Retell AI + Claude + Twilio) for after-hours lead capture and booking Automated financial pipelines connecting QBO, CRM, and field service platforms AI-powered overhead analysis integrated into your team's existing tools Automated weekly reports from multiple sources — zero manual compilation Stack: Retell AI, n8n, Zapier, Make, OpenAI, Claude, AppScript, Looker Studio, Power BI, QBO CASE STUDY: Electrical Contractor ($14M Revenue) QuickBooks was showing losses. Leadership was considering cuts. The problem was not profitability it was how job costs and revenue were being recognized across long-cycle projects. I built a custom reconciliation report that revealed the business was actually profitable. Then I deployed AI-powered overhead analysis and automated weekly reporting pulling from multiple data sources. A $14M company that thought it was failing discovered it was not. CASE STUDY: Home Services - AI Voice Agent After-hours leads were closing at 25% vs. the sales team's 40%. Average job size: $6,500. I built an AI voice agent on Retell AI integrated with the company's field service platform via Make. Close rate returned above 40%. Full ROI within 2 to 3 bookings. Zero additional headcount. HOW WE START Every engagement begins with a Financial Systems Diagnostic: a forensic review of your P&L, balance sheet, AR/AP aging, and cash position. You receive a written findings report and a 90-day roadmap with each initiative tied to a specific financial outcome. You know exactly what you are getting before committing to anything ongoing. Ongoing retainers are project-anchored with direct phone and email access. You are not buying hours. You are buying defined outcomes. BBA in Finance and Accounting. 5-10 years across home services, electrical contracting, construction, medical facilities, and startups. I build systems. I do not write reports that sit in folders. If your business is making real money but cash still feels tight and decisions are still based on what the bank balance says this morning, let's talk.