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Our Services

  • Strategic finance and operations leadership for growing companies. We help owners gain clarity, improve cash flow, and scale efficiently — without the full-time executive cost.

    Look at some of SOLUTIONS.

  • Insights on modern finance, automation, and leadership — shared through videos, keynotes, and workshops that make complex topics simple and actionable.

    Look at some of SOLUTIONS.

  • Clarity before cost. ROI before tools.

    Most businesses don’t fail at AI because the technology doesn’t work.

    They fail because they start in the wrong place, automate the wrong things, or buy tools before they have the data, processes, or leadership alignment to support them.

    The LiNQ AI Readiness Assessment gives owners and executives a clear, grounded answer to one question:

    “Where should we actually use AI to improve cash flow, margins, and decision-making right now?”

  • Revolutionize your revenue workflows with AskElephant.ai, the AI-powered platform that automates CRM updates, delivers real-time coaching, and integrates seamlessly with HubSpot, ClickUp, and Google Workspace for effortless efficiency.

    As LiNQs' partner, we recommend it to complement our AI advisory services—DISCOVER how it can transform your operations.

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Empowering Leaders

AI-Infused Strategy, Intelligent Automation, and Seamless Organizational Evolution

Our Solutions Defined

Turning Cost Centers into Growth Engines.

We LiNQ the gap between finance, operations, and technology — helping small and mid-sized companies scale smarter.

We help ambitious leaders connect the dots between finance, operations, and AI — transforming how businesses scale.

  • In today's dynamic business environment, companies often face periods of transition, whether scaling operations, navigating mergers, or LiNQing leadership gaps, without the need for a full time executive commitment. LiNQs' Interim and Fractional CFO/COO Services provide executive-level clarity and financial strategy on a flexible basis, delivering high-impact results at a fraction of the cost.

    Our seasoned advisors step in as interim CFOs or COOs to offer strategic oversight during critical phases, such as financial restructuring, operational optimization, or crisis management. With a focus on forward-thinking solutions, we integrate AI-driven tools for precise forecasting and budgeting, ensuring your organization maintains momentum and achieves sustainable growth. Key benefits include:

    • Cost-Effective Expertise: Access C-suite talent without the overhead of salaries, benefits, or long-term contracts, ideal for startups, mid-sized firms, or enterprises in flux.

    • Strategic Clarity: Gain actionable insights into cash flow management, risk assessment, and performance metrics, empowering data-informed decisions that align with your long-term vision.

    • Seamless Transitions: Whether filling a temporary vacancy or supporting organizational change, our advisors facilitate smooth handovers, cultural shifts, and process improvements to minimize disruptions.

    At LiNQ, we tailor these fractional CFO/COO services to your unique needs, drawing on our expertise in AI implementation and strategic planning.

    Ready to elevate your financial strategy?

    Contact us today for a complimentary consultation and discover how we can future-proof your operations.

    #Interim CFO #FractionalCFO #BusinessTransitions #FinancialStrategy

  • Unlock practical insights on finance, automation, and leadership with LiNQs' Advising, Consulting & Speaking services. Tailored for B2B audiences in tech, finance, and consulting, we deliver results-oriented guidance that bridges the gap between strategy and execution, driving tangible outcomes like increased profitability and organizational resilience.

    Our advisory and consulting engagements offer bespoke solutions, from one-on-one coaching to full-scale project implementations, focusing on AI integration, advanced forecasting models, and change management frameworks. As sought-after speakers, our experts captivate audiences at conferences, webinars, and corporate events with keynote talks on topics like "AI-Enhanced Financial Leadership" or "Navigating Organizational Change in a Digital Era." What sets us apart:

    • Actionable Expertise: Evidence-based recommendations grounded in real-world success stories, ensuring strategies are implementable and impactful.

    • Holistic Approach: Combine finance automation with leadership development to address challenges like talent retention, process optimization, and market adaptation.

    • Thought Leadership: Engage with dynamic content that positions your brand as an innovator, while building networks and partnerships.

    LiNQ is committed to client-centric excellence, providing these services as fractional advisors to amplify your growth. Interested in booking a consultation, workshop, or speaking engagement?

    Reach out today—let's collaborate on driving results that matter.

    #BusinessConsulting #LeadershipInsights #FinanceAutomation

  • Empower your team to automate and modernize your operations with LiNQs’ AI Assessments, Implementations & Courses. Designed for finance professionals, executives, and business leaders, these resources provide real-world systems and hands-on training to harness AI for enhanced efficiency, accuracy, and innovation—follow @AIFinanceExec for ongoing tips and updates.

    Our comprehensive solutions include customizable AI-powered templates, workflows, and software integrations. Paired with interactive courses. This isn't just theory; it's practical, scalable solutions that transform outdated processes into agile, data-driven operations. Highlights include:

    • Automation Mastery: Streamline routine tasks like invoice processing and forecasting, reducing errors and freeing up time for strategic initiatives.

    • Modernization Roadmap: Step-by-step guidance on integrating AI into your existing systems, with case studies from tech, finance, and consulting sectors.

    • Skill-Building for Teams: Self-paced modules, live webinars, and certification options to upskill your workforce, fostering a culture of continuous improvement.

    As pioneers in AI-driven business transformation, LiNQ ensures these toolkits and courses deliver measurable ROI, helping you stay ahead in competitive markets. Try out interactive AI Readiness Assessment

    Let's automate your success!

    #AIFinance #FinanceAutomation #BusinessInnovation

  • Revolutionize Your Revenue Workflows with AI-Powered Automation

    AskElephant.ai is the ultimate Revenue AI platform designed for fast-paced GTM and revenue teams, transforming everyday conversations into actionable insights and automated CRM updates. Say goodbye to manual data entry and messy CRM silos— this tool captures, transcribes, and analyzes sales calls, meetings, and interactions to deliver real-time AI coaching, deal recovery alerts, churn prevention, seamless sales-to-CS handoffs, and customized workflows.

    A Few Key Features and Benefits:

    • Automated CRM Integration: Seamlessly syncs with HubSpot, Salesforce, and more, while supporting tools like Asana for task automation and Google Workspace for streamlined collaboration—ensuring your data flows effortlessly across platforms.

    • AI Coaching & Insights: Provides personalized coaching to enhance client interactions, highlight key meeting moments, and identify trends, helping you coach clients more effectively and boost performance by up to 40% in areas like fraud detection or sales conversions.

    • Efficiency Gains: Reduces coding time, accelerates product launches, improves fraud detection, predicts values, and enhances guest services across sectors like tech, finance, real estate, hospitality, and consulting.

    • Security & Scalability: Unlimited users, data storage, custom workflows, HIPAA compliance, and priority support for teams of any size.

    Whether you're optimizing workflows, coaching teams, or driving revenue growth, AskElephant.ai empowers businesses to focus on what matters most: innovation and results. As a trusted partner of LiNQ, we recommend it for AI-driven efficiency that aligns perfectly with our fractional advisory services.

    Ready to elevate your operations?

    Book a personalized demo call.

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AND……Business Brokerage. Real Estate.

Ben is a licensed Real Estate Agent with LPT Realty, a RELATOR with the REALTOR Association of Sarasota/Manatee, and a Member of the National Association of Realtors.

Official Real Estate License with LPT Realty - Licensed Agent Empowering Home Buyers and Sellers