AI Automation and Operations Help for Small Businesses in Bergen County

Wall Street Expertise.
Main Street Impact.

I spend time inside your business, find the work that eats the most hours, and build the tools that take it off your team's plate. I work with professional services firms and trade businesses across Northern New Jersey.

Book a 30-minute fit call See how an engagement works
Former investment banker
CFA charterholder
Based in Upper Saddle River

For professional services firms

CPA firms, law firms and similar practices. Get more work through the people you already have. I automate the manual steps in workpaper prep, document review and client intake.

For trades and owner-run businesses

Cleaner invoicing and written procedures first. Then a dashboard that shows every job and whether it made money.

Thinking about a sale a few years out? Exit readiness is a separate offer.

How an Engagement Works

Every engagement starts small.

You see a working result before you commit to anything larger.

If you are asking any of these questions, the first call is worth your time:

  • "Where are my people losing hours every week?"
  • "Can this run without me checking every invoice?"
  • "Which of these tasks are worth automating, and what will that cost?"
  1. 01

    Fit call

    Thirty minutes, free, to find out whether there is a match.

  2. 02

    Working session

    Two hours on your biggest operational problem, credited toward the assessment if you go ahead within 30 days.

  3. 03

    Assessment and roadmap

    I interview your team and trace how work moves through the business. You get a prioritized list of what to fix and build.

  4. 04

    Proof build

    A short, fixed-scope build that delivers a visible win, such as automated invoicing and a dashboard of every job.

  5. 05

    Fractional Chief AI Officer

    A monthly retainer where I stay on as your lead on AI and systems.

Read how each step works

Alex Vlamis, CFA, Founder of Kriton Advisors
About the Founder

Wall Street Discipline.
Small Business Heart.

Nearly 17 years across finance, advisory and technology, including seven years as a municipal advisor to state housing agencies and seven years in investment banking.

I left banking in early 2026 to help owner-run businesses put AI to practical use.

My grandfather ran a diner on Manhattan's Upper East Side, and my father went from Wall Street to running his own thing. I grew up around people who bet on themselves.

Read the full story.

Banking
Seven years in investment banking
Experience
Nearly 17 years across finance, advisory and technology
Designation
CFA charterholder
Education
MBA, NYU Stern
BA Mathematics, Northeastern
Why Kriton Advisors

How I Work

Get In Touch

Let's Talk About Your Business

Tell me where your team loses the most time. In 30 minutes we'll know whether I can help. If you're nearby, I'm glad to come to your office instead.

Email
alex.vlamis@kritonadvisors.com
Location
Upper Saddle River, NJ · Bergen County and Northern New Jersey
Phone
(201) 785-7733
Follow Along
Free fit call

Book a 30-Minute Call

Pick a time that works for you. We'll talk about your business and where the hours go.

View the Calendar & Book a Time

Free · 30 minutes · No commitment