#18 - Technology Won’t Save You: Why Broken Processes Always Break AI

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The Owner Seat

Albert Ramos

40 episodes

4 hours ago

The Owner Seat (formerly The Valisights Podcast) is where fitness & wellness owners step out of the whirlwind and into the numbers. Host Albert Ramos, Fractional CFO for fitness & wellness brands, sits down with studio owners, franchisors, and finance leaders to break down cash flow, unit economics, and the messy middle of growth. Book a call with Albert Ramos: https://calendly.com/albertramosjr-strategointel/30min

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#18 - Technology Won’t Save You: Why Broken Processes Always Break AI - with Kristy Barber

The Owner Seat

54 minutes 43 seconds

3 months ago

#18 - Technology Won’t Save You: Why Broken Processes Always Break AI - with Kristy Barber

In this episode of The Valisights Podcast, host Albert Ramos sits down with Kristy Barber — Finance & Operations Consultant, process improvement strategist, and the voice behind Fintigrated, her fast-growing newsletter that tackles the realities of entrepreneurship and finance.

Kristy’s background blends finance leadership with hands-on operational expertise. She’s passionate about helping SMBs cut through red tape, fix broken processes, and build finance operations that scale. From ERP implementations to AI adoption, she’s seen firsthand how bad structures can sink even the best tech investment — and why authenticity and “being in the trenches” with clients matters more than ever.

In this episode, they cover:

Why small businesses need consultants who stay in the trenches
The danger of hiding behind busywork and fake productivity
Why “garbage in, garbage out” applies to both ERPs and AI and how Valisight's ComplyIQ can solve for
How to avoid the most common software selection mistakes
Why project management is the “steering wheel” every business needs
What the accounting industry is finally waking up to about AI and tools like Valisights
How finance pros can turn numbers into powerful narratives

If you’re a founder, consultant, or finance leader who wants straight talk on process, growth, and the future of finance operations — this episode will challenge how you think.

Want to be on the show or learn more about Albert Ramos? Book a call with him ⁠here⁠

→ Book a free Valisights demo at ⁠Valisights.com⁠ to see how AI-powered tools like CashIQ and TrendSights help CFOs and FP&A teams turn data chaos into strategy.→ Follow Albert on LinkedIn and visit ⁠www.StrategoIntel.com⁠

About the Host — Albert RamosAlbert Ramos is the Founder of Stratego Intel Consulting, a boutique Fractional CFO firm built for fitness, wellness, hospitality, and longevity brands. Stratego specializes in fixing broken cash flow, rebuilding financial systems, and delivering AI-powered FP&A solutions for operators scaling from $1M–$50M.

Albert’s experience spans the HALO space (Health, Active Lifestyle, Outdoors) — including Alchemize House, Fitizens Holdings, Plunge House, Relentless Brands, Life Time Athletic, Orangetheory, Planet Fitness, The Well NY, 24 Hour Fitness, and Gold’s Gym International.

Through Stratego, Albert helps founders and finance leaders:

Build investor-ready financials and raise capital confidently
Fix cash flow leaks and optimize working capital
Forecast with AI-powered dashboards for clear decision-making
Support M&A and roll-ups with clean, reliable unit economics

Albert has led $200M+ P&Ls, managed 200+ stores, and guided teams of 3,000+ employees, blending financial precision with AI innovation to help companies scale sustainably.

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