Ask Money Marv

AI and Technology Consulting

Practical guidance for entrepreneurs and small-business owners who want to use AI, automation, and better systems without wasting time on shiny tools or disconnected tech decisions.

Overview

Technology that serves the business

Marvin helps business owners evaluate where AI and technology can create real leverage across operations, customer experience, and decision-making. The goal is not to add more software. It is to build workflows that are easier to run, easier to measure, and better aligned with revenue, team capacity, and long-term growth.

AI workflow audits

Software stack reviews

Automation planning

Owner-friendly implementation

Professional consultant working with technology in a modern office
Services

Where Marvin can help

AI readiness reviews

Assess your current processes, data habits, and team workflows to identify where AI can create useful gains.

Workflow automation

Map repetitive tasks and design practical automations that reduce manual work and improve consistency.

Software selection

Compare tools with a business-first lens so you choose platforms that fit your goals, budget, and team.

Process redesign

Rework bottlenecks in operations, communication, and delivery so technology supports a cleaner operating model.

Leadership translation

Turn technical concepts into clear business decisions for founders, operators, and non-technical stakeholders.

Advisory sessions

Use focused consulting sessions to pressure-test ideas, review systems, and plan next steps with confidence.

A clear consulting process

Every engagement is designed to move from questions to clarity to action, with recommendations grounded in business realities rather than hype.

01

Assess the current state

Review your goals, existing tools, workflows, and friction points to understand what is working and what is not.

02

Prioritize the opportunities

Identify the highest-value use cases for AI, automation, or system improvements based on impact and feasibility.

Built on 15 years in software engineering, 5 years operating Titus Tax Pros, and experience serving 100+ small-business owners with practical, cross-functional insight.

03

Design the roadmap

Outline the recommended tools, process changes, and implementation sequence so the next steps are realistic and measurable.

04

Move with confidence

Leave with sharper questions, better decisions, and a plan you can execute internally or with additional support.

Common questions

Answers to a few of the questions business owners often ask before booking AI and technology consulting.

Who is this for?

This service is for entrepreneurs, small-business owners, and operators who want practical help evaluating AI, automation, software, or workflow decisions.

Do I need a technical background?

No. The consulting is designed to help non-technical decision-makers understand options, tradeoffs, and next steps in plain language.

Can you help us choose software?

Yes. Marvin can help compare tools, clarify requirements, and evaluate whether a platform fits your business model and operating needs.

Will you build the systems for us?

Consulting focuses on strategy, audits, recommendations, and planning. Implementation support can be discussed based on scope and fit.

Is this only about AI tools?

No. AI is part of the conversation, but the broader focus is technology decisions that improve operations, visibility, and business performance.

Is this financial or legal advice?

No. Consulting and educational content do not constitute legal, securities, investment, or individualized financial advice. Tax services are provided through Titus Tax Pros where applicable.

Ready to make smarter tech moves?

Book a conversation to review your current systems, pressure-test your AI ideas, and identify the next best move for your business.

Start with practical questions, clear priorities, and a business-first perspective on technology.

Consultant using a laptop in a bright modern office