Workflow Automation with a CPA Foundation

Most developers don't understand a chart of accounts, and most accountants don't touch automation. Telos Business Transformation does both. Led by a licensed CPA, we build workflows that eliminate manual bottlenecks without breaking your financial controls.

Your team spends hours every week manually stitching together reports that are already stale by the time they're done.

You've invested in the right tools, but they don't talk to each other, so someone still re-keys the data by hand.

Your close cycle takes days. The business decisions can't wait that long.

AI & Automation Strategy

Find the fixes worth making and pick the right tools before anything gets built.

Custom Automation Development

Production-ready workflows and integrations that run without anyone babysitting them.

Self-Hosted Business Systems

Own your stack: self-hosted tools with the automations built in, on infrastructure your business controls.

System Adoption & Training

Configure the software you already bought and train your team to actually use it.

How We Work

01

Ideate

Map how work moves today: where time is lost, where errors enter, and what's worth automating.

02

Implement

Design, build, and test it, then hand it off with the documentation your team needs to own it.

03

Iterate

After launch, we refine what we built based on real-world use and extend it as your business changes.