A father-and-son consulting firm built on 30 years of operating reps and modern AI engineering. We map the workflows quietly eating your week, then build the systems that give them back.
Built by David Mosberg — founder of Triumvir Financial, keynote speaker, author of Business Growth University — and Levi Mosberg, CEO of Kasper Strategies. We advise owners of service businesses, trades, medical practices, law firms, and professional services across the U.S.
How we work together
Every engagement starts with a free workflow audit. From there, you choose how deep we go — a single fixed-scope build, or ongoing optimization that compounds quarter over quarter.
A 30–45 minute working session in which we map your three biggest time sinks and put a dollar value on each one.
Fixed-scope, fixed-price project to eliminate or accelerate one named workflow in 14–45 days. Built, trained, documented.
Monthly retainer for ongoing optimization once your first system is live. Add one new build per quarter, keep the rest running.
Our approach
We're operators first. Every engagement follows the same sequence, whether you run a five-person clinic or a $50M service company.
We sit down with the owner and the people doing the work. Map the workflows, measure the hours, price the drag.
Choose the one system with the highest hours-recovered-per-dollar. Scope it tightly. Agree on what "done" looks like.
Build, integrate, and train — in 14 to 45 days. Your team owns the SOPs, dashboards, and login. Nothing is a black box.
Optional monthly retainer to tune what's live and add the next workflow. Owner time keeps coming back, quarter over quarter.
Who we serve
We focus where the workflow-pain-to-revenue ratio is highest and the owner is approachable. Three segments. One playbook, adapted.
$500K–$500M revenue. Contractors, agencies, clinics, law firms. High task overhead, clear ROI math, the owner is usually still scheduling the schedulers.
Restaurants, retail, home services. Less tech-savvy, biggest workflow wins on the table, and nobody else is selling this work to them in a language they trust.
Accountants, advisors, real estate teams. High-value clients, admin-heavy operations, and they already understand consulting as a category.
Results · in their words
"We were quoting jobs at 9pm because the day was full of phone tag. Forty hours back a month, and our close rate went up because we're actually responsive."
"David and Levi don't talk in jargon. They sat down, mapped my whole intake process, and inside three weeks the system was running. I wish I'd called them two years ago."
"I thought AI meant something I'd never use. What they built feels like I hired three people who never sleep — and it actually works the way they said it would."
Meet the team
This venture is genuinely a father-and-son partnership. David brings the operating reps; Levi brings the build. Both bring the receipts.
Founder of Triumvir Financial, the virtual-CFO firm behind the venture. Owner of four businesses with oversight on more than 100. Author of Business Growth University and the Profit Calculator (used by 260+ owners).
David runs sales, audits, and the operator voice of the brand.
He is also the founder of Christian Business Leaders and Christian Business Leaders & Entrepreneur's Forum.
Software engineer and CEO of Kasper Strategies — a working digital marketing agency in The Woodlands, TX. Hands-on AI integrator who has built workflow systems for service businesses, e-commerce, and trades.
Levi runs implementation, content production, and the growth engine.
From the field
The texting feature takes an afternoon to build. Getting permission to actually send it takes about a week. Here's how not to get caught by that.
It sounds like the obvious first question for a dispatch line. It's also the fastest way to make your priority queue meaningless.
An eighteen-minute call once produced nothing, because the agent tried to hand off the whole job at once. Fixing that changed how we build every agent that has to write something down.
Do the math
Pick your industry, adjust the sliders, and see what you'd get back every month.