Meet the Team — Kasper Workflow Strategies

DM

Founder · Strategy & Sales

David Mosberg

Co-Founder · 30 years operating

Founder of Triumvir Financial — the virtual-CFO firm behind this venture. David currently owns four operating businesses and provides financial oversight on more than 100 small businesses across the United States.

He's the author of Business Growth University (271 reviews, 4.5★) and the free Profit Calculator (262 reviews). A sought-after keynote speaker on small-business financial literacy, his keynote "Master Your Financial Future" has been delivered in-person and virtually to entrepreneur audiences nationwide.

Inside Kasper Workflow Strategies, David runs the operator voice: the audits, the sales conversations, the relationships, and the on-camera host role for The $100K Challenge.

Virtual CFO Cash flow strategy Keynote speaker Author Triumvir Financial

LM

Founder · Build & Growth

Levi Mosberg

Co-Founder · CEO, Kasper Strategies

Software engineer, CEO of Kasper Strategies — a working digital marketing agency in The Woodlands, TX. Levi has shipped SEO, paid media, web, and analytics work for local service businesses and brands since 2022, and has spent the last two years deep inside AI agent design and integration.

He brings both halves of the equation: the technical chops to actually build the systems, and the agency operations to run growth, content, and outbound on this venture without external vendors.

Inside Kasper Workflow Strategies, Levi owns implementation, the production engine for the Challenge series, and the funnel that routes audit applicants from YouTube to the booking calendar.

AI integration Software engineering SEO & paid Production Kasper Strategies

The story

Why a father and son started a consulting firm.

David has spent thirty years inside the kind of small businesses we now serve. He's run them, advised them, financed them, and watched the same pattern play out in every single one: the owner becomes the bottleneck, the work piles up, the cash flow tightens, and the dream they started with gets quieter every year.

Levi grew up watching that pattern from the other side of the dinner table. By the time he was building software for a living, AI had crossed the line from interesting to useful — and he kept thinking about his dad's clients. The systems that would change their lives weren't being built for them. They were being sold to enterprise buyers at six-figure price points, or hacked together by freelancers without the operating experience to know which problem to solve first.

So they teamed up. David brings the chair-time. Levi brings the build. Together they're proving — out loud, in public, on camera — that a small business can have the operating leverage of a Fortune 500 without losing the soul of why it was built.

How we work

Six things we hold to. Even when it's slower.

01 / DOCUMENTED

Document everything — show the work.

If we did it, we filmed it. The $100K Challenge is the proof; everything we sell after is downstream of being willing to show our books.

02 / RESULTS

Cash flow is the scoreboard.

Strategy that doesn't show up in the bank account is theater. Collected revenue, freed hours, faster cycles — that's the only measurement that counts.

03 / AUGMENT

AI augments. Humans decide.

Agents handle the tedious, repeatable, and well-defined. Owners keep judgment, relationships, and taste. We never replace the founder's voice.

04 / EMPATHY

Operator empathy.

We have sat in the chair. We have made payroll on Friday with the deposit clearing Thursday. We don't lecture small business owners — we sit beside them.

05 / TRUST

Compound transparency.

Every number, every loss, every revised plan goes into the series. Trust compounds with disclosure; sales compound with trust.

06 / SPEED

Speed to first cash.

Every engagement is designed so the client sees recovered hours or recovered dollars inside 30 days. We don't sell year-long transformations to people who need wins this quarter.

Supporting cast

The people behind the production.

We started this venture as two founders. Hires are funded by Challenge revenue and added in public — names appear here the day they sign on.

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Hiring · Month 4

AI Implementer

Build · Reports to Levi

Takes Phase 2 builds off Levi's plate as our paid pipeline grows. Hands-on agent design, integrations, dashboards.

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Hiring · Month 4

Content Editor

Production · Series

Cuts Shorts, edits long-form episodes, repurposes to LinkedIn, Reels, TikTok. Frees Levi from the edit bay.

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Hiring · Month 5

Sales Development Rep

Funnel · Reports to David

Qualifies inbound audit applications, books calendars, runs first-touch on outbound at scale.

A 30-year operator and the AI engineer he raised.