FAQS
Answer: A bookkeeper records the past. We provide Strategic Oversight—using clean data to forecast the future, design systems, and guide major decisions (COO/CFO function)
Answer: The $1,500 setup fee is an investment designed to permanently plug revenue leaks (GHL automation) and prevent costly operational mistakes. It pays for itself by capturing just one missed job.
Answer: High-growth local service businesses (Plumbing, HVAC, Remodeling, etc.) that are doing over $500K in revenue and are struggling with chaos, scaling, and cash flow predictability.
Answer: We build resilient Operational Systems. We manage the QBO foundation to ensure data is clean for strategy, and we maintain the Lead-to-Cash automation to ensure continuous revenue capture.
Answer: The fee covers the executive time to audit your finances, clean the QBO structure for job costing, and deploy your personalized Lead-to-Cash Automation System.
Answer: My primary qualification is 30 years of business ownership (scaling a brand to over $1M in the first year) plus 20 years of Strategic Stewardship counsel. This is executive wisdom, not just certification.