The same thing gets typed in twice
A job is booked in one system, invoiced in another, and reported in a spreadsheet. Every re-entry is a chance to get it wrong.
QuickBooks Online & operations consulting
You already know something’s broken.
For small and medium-sized businesses running QuickBooks Online, the hard part is knowing which thing to fix first — and what it’s costing you to leave it alone.
- A free discovery call
We confirm fit, map where the work gets stuck, and tell you which package fits — or that none does.
- A paid audit
A working session per workflow, then a written report ranking every finding by what it costs you now.
- Then your decision
Build it with us or take the report elsewhere. Either way the scope is signed before anyone touches anything.
Audit reportFindings, ranked by cost
- Quote follow-upNothing chases a quote after it’s sent~14 hrs/mo
- Job details re-keyedEntered once in the field, again in the office~9 hrs/mo
- Receipts from the fieldCollected at month-end, some never arrive~6 hrs/mo
Recommended first
Quote follow-up — highest cost, lowest effort, no new software required.
Illustrative. A real audit report runs 8–15 pages, one section per workflow.
Audit, fixed fee$500–$1,000Published, not quoted on a call. Agreed in writing before anything starts, and delivered in 1–2 weeks.The engagement9Steps, each one written down. You can read the whole path before you speak to us.
What protects you commercially
- Fixed fee, agreed up front
- You approve a written scope and price before we start, and the number doesn't move. No hourly billing — a slow week is our problem, not a bigger invoice.
- A written deliverable you own
- The audit report is yours whether or not you build anything with us. Take it to another firm if you'd rather.
- Scope signed before any build
- What gets built, and the criteria it has to meet, are agreed in writing after the audit. Scope never expands quietly.
- Consulting, not software resale
- We take no commission on tools we recommend. Automations run on your accounts and are documented for your team.
The actual problem
Most owners know something’s broken. Almost nobody can tell you which thing to fix first.
There are always a dozen things that could be improved. Picking the wrong one first is how automation projects end up half-finished and quietly abandoned.
So we don’t start by building. We start by measuring — workflow by workflow, with the people who actually run them — and rank what we find by what it costs you now.
What an audit surfaces
Quotes go out and nothing follows upHighest cost
Job details typed in twiceQuick win
Approvals happen by textNo record
The point
A ranked list beats a wish list. You can only act on one thing first.
Illustrative findings, not a real client’s.
The cost of leaving it
How much is the manual work costing you?
Pick the work that actually eats your week. Each one is costed separately, at what that hour really costs you — a rough estimate, never a quote.
Estimated opportunity
2 workflows selected. About 14.2 hours and $938 a month.
14.2 hrsestimated monthly hours going into this work
$938estimated monthly cost of that time, at the rates shown
7.0–9.8 hrstypically recoverable once the work is restructured
$435–$623estimated monthly value of recovered time
That’s about 0.1 of a full-time person, every month.
Biggest single drain: Quote follow-up at 7.5 hrs a month.
These are estimates from your own numbers, not a quote. Which one is actually worst in your business — and what it would take to fix — is what the audit measures.
Book a discovery callWhere it goes wrong
The same five problems, in almost every business.
None of these are unusual. They’re what happens when a business grows faster than the process it started with.
Paperwork comes back late, or not at all
Photos, receipts, signatures, and notes live on phones until someone chases them — usually at the worst moment of the month.
Approvals happen in text messages
Decisions get made in side conversations with no record, so nobody can answer who agreed to what, or when.
It only works because one person remembers
The process lives in someone's head. When they're on holiday, or leave, the business finds out how much was undocumented.
You find out too late to act
Whether a job made money, whether an invoice went out, whether something was missed — all of it surfaces weeks after you could have done anything.
Best fit
Built first for QuickBooks Online businesses.
We work best with small to medium-sized businesses that use QuickBooks Online as the accounting hub, then connect the operational tools around it.
Best fit
Small to medium-sized businesses running QuickBooks Online as their accounting system, especially when the real work also lives in scheduling, CRM, inbox, payment, document, or spreadsheet tools.
Still practical outside QuickBooks
QuickBooks Online is the main early niche, not a wall around the work. If your process depends on other tools, we still trace how information moves through the whole stack before recommending a fix.
Not a fit right now
We are avoiding heavily regulated financial services, government, medical, and legal work. Those environments deserve deeper compliance infrastructure than we want to promise casually.
QuickBooks plus the rest of your stack
QuickBooks Online is usually the accounting hub. The rest still matters.
We lead with QuickBooks Online businesses, then trace the tools around the books: scheduling, CRM, forms, inboxes, payments, payroll, documents, and spreadsheets. Anything we build runs on your accounts — documented, so your team can maintain it without us.
See what we automate →
The tool slider includes QuickBooks Online and other tools we work in, including: QuickBooks, Microsoft Excel, Google Sheets, Xero, Microsoft Outlook, Gmail, Microsoft Teams, Google Drive, Microsoft SharePoint, Google Calendar, Dropbox, BILL, Stripe, Dext, Square, Ramp, Expensify, Melio, Gusto, Shopify, ADP, PayPal, DocuSign, Jobber, Zapier, Housecall Pro, ServiceTitan, Make, HubSpot, n8n, Airtable, Slack, Twilio, Calendly. If a tool you use isn’t listed, we’ll still look at it — the list is what comes up most often, not a limit.
How it goes
Free call, fixed quote, written answer.
The path to the report, condensed. Select any step for detail — or see all nine.
Industries
Built for businesses where the paperwork follows the work.
Start from how the business actually operates, then shape the process around it.
Trades
Plumbing Companies
Parts runs, emergency call-outs, and warranty jobs generate paperwork faster than any office can file it.
Explore use case
Trades
HVAC Companies
Install deposits, maintenance contracts, and seasonal surges all hit the same overloaded admin process.
View workflow
Pet Services
Pet Sitters
Recurring visits, holiday rates, mileage, and sitter payouts change constantly and are tracked manually.
View workflowHow we work
The terms matter as much as the work.
Fixed fee, agreed before we start
You approve a written proposal with a fixed scope and a fixed price. No hourly billing, so a slow week is our problem rather than a bigger invoice for you.
A written deliverable you own
The audit report is yours whether you build anything with us or not. It’s a document you can act on, hand to someone else, or ignore.
Scope signed before any build
What gets built, and the criteria it has to meet, are agreed in writing after the audit and before anyone touches anything. Scope never expands quietly.
No software to buy from us
We take no commission on any tool we recommend. Automations run on your accounts, documented, so your team can maintain them without us.
Start with a conversation
Find out which fix is worth doing first.
A free call to map where the work gets stuck. If an audit would tell you something you don’t already know, we’ll quote it. If it wouldn’t, we’ll say so.
Book a discovery call