Face-to-face AI consulting for the Central Coast.

Beyond Advisory sits across the table from you, learns your business firsthand, and builds solutions that actually work — right here on the Central Coast.

BREAK THE BARRIER. GO BEYOND.

Most small businesses think they're using AI. They're not.

85%
of businesses using AI are only using it to ask business questions and write and edit text — missing the workflows that actually save time and money.

Source: U.S. Census Bureau, Business Trends & Outlook Survey (2026)

Writing emails with ChatGPT isn't a strategy.

Most small businesses stop at content generation. Meanwhile, 55% of large enterprises are using AI to automate workflows, cut costs, and run leaner operations. That's the real advantage — and you're not getting it from a chatbot.

Writing emails isn't a strategy
Sitting on a goldmine of data

You're sitting on a goldmine of data.

Every small business has emails, sales records, customer interactions, and operational data that could drive real decisions. But without the right systems, it just sits in inboxes and spreadsheets — invisible and unused.

You don't need a tech team. You need a guide.

Micro-businesses with 1–4 employees are now adopting AI faster than mid-sized companies. The tools are ready. The barrier isn't technology — it's knowing where to start. That's what we do.

You need a guide

"We show up, roll up our sleeves, and build alongside you."

  • On-site discovery — we see how your business actually runs
  • Custom builds, not off-the-shelf templates
  • Local support from someone in your community
  • Enterprise-grade expertise at small-business scale
01

Identify

We audit your workflows and find where AI saves you the most time and money.

02

Build

We design and deploy custom automations, dashboards, and integrations — no generic templates.

03

Support

We train your team and stay available as your business evolves.

What we offer

Free Consultation

A 30-minute call to understand your business, identify quick wins, and see if we're a fit. No pitch, no pressure.

Schedule a Call

AI Strategy Audit

We sit down with you in person, walk through your operations, data, and workflows, and deliver a prioritized roadmap of AI opportunities ranked by ROI.

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Workflow Automation

We come to your workplace and build custom automations that eliminate repetitive tasks — data entry, reporting, client follow-ups, scheduling, and more.

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Data Dashboards

We build live dashboards on-site, pulling from your existing tools to give you a single view of what matters — revenue, pipeline, operations, marketing.

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Built for businesses like yours. Proven at scale.

50+

hours per week saved — automated manual reporting workflows for startups and a Menlo Park venture capital firm

200%

faster decisions — consolidated data sources into a single real-time dashboard

$75k

average annual savings — identified and deployed automation systems for startups

20+

portfolio companies supported — scalable data pipelines from a single platform

Before Beyond Advisory, Jeremy interviewed and audited startups at Doon Insights, a venture capital firm in Menlo Park — and built the firm's data and automation backbone.

Jeremy Villeneuve — Founder of Beyond Advisory

Meet Jeremy

I started my career building data infrastructure and automation systems at Doon Insights, a venture capital firm in Menlo Park. I saw firsthand how the right technology transforms a business — and how most small companies never get access to that expertise.

Beyond Advisory exists to change that. I bring the same tools and strategies used by nine-figure companies to local businesses on the Central Coast.

"Every business has untapped potential hiding in its data. I help you find it."

— JEREMY VILLENEUVE, FOUNDER

Serving the Central Coast

Santa Cruz Capitola Watsonville Gilroy Morgan Hill Hollister Salinas Monterey

Ready to go beyond?

Book a free 30-minute consultation. No pitch, no pressure — just a conversation about what AI can do for your business.

Prefer email? jeremy@beyondadvisory.ai