Business consulting, Oklahoma City
Books, finance and operations for small businesses
Business plans and accounting projects, and every framework I bring you gets tested on one of my own companies first.
I keep the books for my own companies. I'll bring the same clear numbers to your Oklahoma business, plus the systems to plan and grow from them.
- Key partners
- Key activities
- Key resources
- Value propositions
- Customer relationships
- Channels
- Customer segments
- Cost structure
- Revenue streams
- Consultant
- Patrick Wilson
- Region
- Oklahoma City · remote-OK
- Cadence
- Weekly check-ins · monthly close
- Discovery
- Free · 30 minutes
Credentials
Two degrees from the University of Oklahoma's Price College of Business, accounting first and then the MBA. Before, during and since the MBA, I've kept the books and worked the bar and the back office.
2018
Where it started
OU Accounting at the Price College of Business. Audit, tax and cost accounting still shape every client engagement, and the numbers tie out before anything goes out.
8 years
Working years
Bartending, banking, management, hospitality and accounting jobs across Oklahoma. I handled the receipts, the payroll and the close inside working businesses.
2023
Learning to build
Price College MBA with the Entrepreneurship certificate. I launched Bar-Key in 2024, Pipe It Up in 2025, and CreDub and WilsonWorks in 2026. The advice here comes from pursuing them, and from using AI to speed up finding the direction each business needed to take.
The practice
Every engagement starts with a free discovery call. If I can help, I quote the work before I touch your books, and if I can't, I'll point you to someone who can.
Bookkeeping & Books Cleanup
$150/hr
QuickBooks setup, monthly reconciliation and untangling years of side-hustle receipts, until your decisions rest on the numbers.
- QuickBooks Online setup or rescue
- Monthly reconciliation and close
- Catch-up bookkeeping for the back-tax season
Business Planning & Investor Materials
$500workshop · $1,500 plan · $75/hr materials
Business Model Canvas workshops, full business plan creation and the investor materials that come with them. I'm an OU MBA Entrepreneurship grad, and I run my own ventures.
- BMC workshop: the canvas's nine blocks in one afternoon
- Full written business plan, financials included
- Investor decks and supporting materials
Operations & AI Consulting
$250/hrplus a free hour of AI training
Workflow mapping, automation scoping and AI integration for businesses that are already running. Every engagement at this tier comes with one extra hour of WilsonWorks AI training, free, on top of your consulting hours.
- Process maps for the workflows that bring in your revenue
- Vendor and software selection
- A free extra hour of AI training for your team, on top of your consulting hours
Standard rate
$250/ hour
Discovery calls are free. Engagement minimums vary by service. Custom packages are available for retainer clients, and I'm happy to scope around a fixed budget.
How an engagement runs, from first call to handoff
Discovery
A free 30-minute call. You bring the mess, and I ask the right questions.
Scope
A written proposal with hours, rate and a deliverable list, quoted before I touch the books.
Build
I do the work: reconciliations, models and playbooks. You see progress every week.
Handoff
You leave with the system, the documentation and a Loom video of how to run it next month.
Inquire for early access
Build your business plan with me
The business plan builder isn't open yet, and you don't have to wait for it. I'm taking inquiries now and will help you build your plan myself, and early clients are first in line when the builder opens.
The plan
We work through your business together, and I help you put it on paper: who you serve, how you make money, what it costs and where you're headed.
Inquire for rates.
The plan with deep research
Everything in the plan, plus an overnight research run. My AI research agents spend a long session gathering market and industry sources for your plan and organize them so you can see where each one came from.
Inquire for rates.
About the research
The research agents gather sources for you to check. I don't review, audit or give any assurance on those sources, and neither does WilsonWorks. Please verify every source and figure yourself before you share the plan with an investor, a bank or anyone else who will rely on it.
The plan builder, when it opens
WilsonWorks AI Business Planning walks you through the nine blocks of the Business Model Canvas, which you can scope in an afternoon, and tests your plan against what Oklahoma small businesses run into.
The plan is built from your data and your research, and I provide the system and the AI. You set the pace and keep full ownership of the finished plan, and revision rounds are included in every tier.
How the planning tool works
Choose your tier
Pick the plan that matches your business, from side hustle to loan-ready.
Complete 10 guided stages
I tell you where to find the data. You do the research and enter your findings at each stage.
Pay as you go
Each stage unlocks after payment. There's no commitment to finish, so go at your own pace.
AI assembles your plan
The AI compiles your data into professional documents: business plan, financials, pitch deck and more.
Review & download
Review your deliverables, request revisions and download your final documents.
The ten stages
- Business Identity
- Customer Segments
- Value Proposition
- Channels & Relationships
- Revenue Streams
- Key Resources & Activities
- Cost Structure
- Market Research
- Financial Projections
- Plan Assembly & Review
Plan tiers
Every plan includes all 10 stages, AI-assembled deliverables and your choice of communication style. You pay stage by stage.
Side Hustle
Includes: 10 guided stages, basic financial projections, 2 revision rounds, a business plan document, a pitch slide deck and a talking points guide.
Standard
Includes: 10 guided stages, detailed financial projections, 5 revision rounds, a business plan document, a financial model (P&L, cash flow), a pitch slide deck, a talking points guide and a reference source file.
Complex / Loan-Ready
Includes: 10 guided stages, loan-ready document formatting, 10 revision rounds, a business plan document, a full financial model with bank formatting, a pitch slide deck and investor materials, a talking points guide, a reference source file and an optional human review add-on.
Casual or Professional
You choose how your plan is written and how I guide you, and you can change it at any time. Casual mode uses conversational, jargon-free language. Professional mode uses MBA-level terminology and structured formatting for banks and investors.
Nonprofit fee waiver
I support organizations that serve their communities. Qualifying 501(c)(3) nonprofits may receive a complete fee waiver for The Business Plan.
Eligibility requirements
- Valid 501(c)(3) or equivalent tax-exempt status
- Active EIN (Employer Identification Number)
- Organization must be operational or in active formation
- Must agree to anti-piracy and non-distribution terms
Apply for the nonprofit fee waiver
Questions about the planning tool
Why do I have to do my own research?
That's by design. When you research and verify your own data, you own the accuracy of your plan, and you can answer for every number because you found it yourself. I tell you exactly where to find the data, and you confirm what it says.
What do I get at the end?
Five professional deliverables: a complete business plan document, financial projections (P&L, cash flow, break-even), a pitch slide deck, a talking points study guide and a reference source file linking every data point to its source.
Can I stop and come back later?
Yes. Your progress is saved at every stage, and you only pay for stages as you complete them. Take a week between stages or finish in a day.
What is the difference between Casual and Professional mode?
Casual mode uses conversational, jargon-free language, which helps if business terminology feels intimidating. Professional mode uses MBA-level terminology and structured formatting, which suits a plan you're presenting to banks or investors.
Is my business plan a template or custom?
Completely custom. The AI assembles your plan from your data, your research and your decisions, so no two plans are alike. The structure follows proven business plan frameworks, and every word of content comes from your inputs.
Can I use this for a bank loan?
The Complex tier includes bank-ready formatting that meets commercial lender requirements. The Side Hustle and Standard tiers produce professional documents suitable for personal planning, grants and investor pitches.
What about nonprofits?
Qualifying 501(c)(3) organizations can apply for a complete fee waiver. You'll need to provide your EIN and proof of tax-exempt status, and sign an anti-piracy agreement.
How does the AI work?
Claude AI validates your inputs at each stage and compiles your final deliverables. The AI works with your data and does not invent information. An accuracy disclaimer comes with every deliverable, and you review everything before approval.
To start a plan in person, the 3-hour Build Your Business Plan class is in the list of ways to work with me on the AI consulting page.
Start with a free discovery call
In 30 minutes I'll tell you whether I can help, and what the work would look like if I can.
Tell me what you're working on
Quick intake form. I reply within 1 business day.