For any business · Money, margins, and bookkeeping
Shrink the money customers owe you past 30 days with invoices sent on time and polite, persistent follow-up.
Make this one of your first two priorities. Start with a free 20-minute consultation.
Not ready to talk? See what it looks like: a sample dashboard for a made-up business.
We set up Claude for your business, connect it to the tools you already use, and it works on this every week. You approve what goes out; anything it can't handle comes to us.
Checked every week and shown on your dashboard against where you started. We work to move it down.
Straight from the system you already use (accounting) once it's connected (what we connect to). Until then, one question a week: “How much do customers owe you that is more than 30 days past due?”
Works with: Gmail · QuickBooks Online · Xero · FreshBooks
No targets to hit. The number is there to show whether the work is paying off, and once a month we get on the phone and decide what to change. How it works · Pricing
Find the costs creeping up and the work that doesn't pay, and fix them before they show up at tax time.
We'd track: Net profit per week
Start with this →Books current every week, so you always know where you stand and tax time is painless.
We'd track: Uncategorized transactions
Start with this →Know what every job or product really costs you, and price so each one earns its keep.
We'd track: Gross margin
Start with this →More for any business: Build a cash cushion · Cut wasted spending · Grow weekly revenue · Never miss a lead · Get more referrals · Get your evenings back · Show up on social media · Turn social media into customers · Get found on Google · Stay in touch with past customers · Grow your customer list · Get more from your ad spend · Win more five-star reviews · Answer every review · Raise your star rating · Turn website visits into customers · Get more website visitors · Get payroll in line