About SweetBOS
Built by someonewho has sat on manysides of the table.
SweetBOS was created by Liz Dykes to help practices turn judgment, relationships, knowledge, and operating insight into practical systems people can actually use.
Why SweetBOS exists
In high-trust businesses, the most valuable work often lives in conversations, instincts, patterns, client history, and the judgment of capable people. That work is real. But if it stays invisible, it becomes hard to teach, hard to transfer, hard to improve, and hard to scale.
SweetBOS exists to help reveal that knowledge and turn it into structure without stripping away the human judgment that made it valuable in the first place.
Meet Liz
“I know your reality — compliance that conflicts with innovation, growth mandates that outpace your capacity, and expertise trapped in your head.”
Elizabeth “Liz” Dykes, CIM®, has spent 20+ years across the investment advisory world — from financial planning and wholesale to corporate governance and coaching. That range is the point: she reads patterns across psychology, markets, and technology, and turns tacit know-how into systems a team can actually use — without crossing the regulatory lines advisors live inside.
20+ years across the table
Each role added a different vantage point — and together they became the lens behind SweetBOS.
The belief underneath the work
AI can act like leverage. It can help organize, draft, synthesize, and accelerate. But the real value comes from the human who knows what matters, what good looks like, what risk feels like, and what should happen next.
SweetBOS helps make that judgment clearer, more usable, and more supported.
How it all connects
Each offering builds on the last — diagnostic, to strategy, to build, to ongoing support, to firm-wide scale.
The Mirror
See what you're sitting on
A diagnostic that reveals the practice's current state and what matters most.
The Map
Design the strategy
Turn insight into documented logic, blueprints, and a practical roadmap.
The Machine
Build it together
Co-create the working assets — workflows, prompts, SOPs, and operating pieces.
SweetSync
Keep it compounding
An ongoing membership that keeps the system current as the practice evolves.
SweetConnect
Scale across the firm
Bring the same capability to teams, branches, and partner networks.
How SweetBOS works with clients
Reveal before building
We start by seeing the practice clearly before prescribing the solution.
Structure before scale
We turn insight into assets that make the work easier to repeat.
Judgment before automation
We use tools to support human decisions, not replace them.
Momentum without overwhelm
We build in practical stages so the work can move without becoming chaotic.