For any business · Money, margins, and bookkeeping
Know what every job or product really costs you, and price so each one earns its keep.
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 up.
One question a week: “What was your gross margin last week or last month: sales minus direct costs, divided by sales?”
Works with: Google Drive · QuickBooks Online
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
Shrink the money customers owe you past 30 days with invoices sent on time and polite, persistent follow-up.
We'd track: Money owed over 30 days
Start with this →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 →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