Prism Business Solutions · A Division of Convergence Path LLC

Your business is running you.

Let's change that..

Turning chaos into clarity — and clarity into coordinated action.

You built something real. But the operation is running you instead of the other way around. Prism brings a senior operational advisor and a CPA to the same table — so your business gets both disciplines thinking together from the very first session.

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PRISM

The Prism — Business Diagnostic

Position · Resources · Income · Strategy · Momentum

FIRE

The Forge — Collective Advisory

Focus · Interference · Reveal · Execute

STAR

True North — Individual Advisory

State · Terrain · Azimuth · Route

— WHO THIS IS FOR

Sound familiar?

You're high functioning. And something in the business still isn't working the way it should.

  • Things are falling through the cracks — no one owns the follow-through

  • You're growing fast and the wheels are coming off

  • You started a project and it stalled or went sideways

  • You're doing everything yourself and can't scale like this

  • You've tried fixing it — yourself, a friend, a junior hire. None of it held.

  • You see your CPA at tax time and have no one thinking about your financial structure the rest of the year

It's not a capability problem. It's a bandwidth problem. Every hour you spend on operational chaos is an hour you're not billing, not with your family, not doing the work you built this business to do.

And most small business owners are making financial decisions without operational context — and operational decisions without financial visibility. That gap is costing them more than they know.

Prism Business Solutions · Small to mid-size businesses · Any industry · DFW & Austin, TX · Nationwide

— THE ENTRY POINT

P

Position

Financial foundation, entity structure, tax positioning, pricing model — is the business built correctly?

CPA Advisor leads

R

Resources

People, processes, systems — who does what, where work stalls, where the owner is doing work that isn't theirs

Operations Advisor leads

I

Income

Revenue, clients, market position, growth decisions — what's working and what's being left on the table

Both advisors

S

Strategy

Leadership, bandwidth, vision — where the owner spends their time and what the next 12 months requires

Both advisors

M

Momentum

What moves first — operational, financial, or both. The routing decision is made here.

Both advisors

The conversation is always first.

Investment is discussed there.

Start with a Conversation

The Prism Discovery Diagnostic

A prism reveals everything hidden inside what looks simple. That's what we do with your business. Two senior advisors — operational and financial — in the same session, using the PRISM framework to look at your business from every angle and tell you exactly what we see.

This is not a sales call. It is a complete business diagnostic with a written deliverable you keep regardless of what comes next.