From Audit to Executive Oversight: Your Predictable Profit Roadmap
The CEO's Next Step.
After the foundation is set in the Operational Audit, our partnerships move you into a systematic growth cadence. We provide the operational oversight necessary to scale your business ethically and sustainably, ensuring Stewardship is at the Core of every major decision.
Our Model: Executive Strategy, Not Just Administration.
We manage the full operational system: We oversee the QBO financial integrity for strategic reporting, and we maintain the Lead-to-Cash Automation (GHL). You are hiring a Chief Operational Strategist to direct the process and analyze the data, not a bookkeeper to enter transactions.
1. THE FOUNDATION
Compliance & Integrity. For stable businesses under $500K focused on clean data.
$850 – $1,200 / Month
QBO Management: Full monthly reconciliation and compliance. System Integrity: Full GHL automation maintenance. Reporting: Monthly Financial Statements.
2. THE ACCELERATOR
Growth & Forecasting. For scaling businesses ($500K - $1.5M) needing strategic vision.
$1,200 – $1,800 / Month
All of The Foundation, PLUS: Quarterly Cash Flow Forecasting, Monthly Key Performance Indicator (KPI) Dashboards, and Job Costing Analysis to ensure profitability.
3. THE STRATEGIC PARTNER
Executive Oversight. For established businesses over $1.5M needing high-level strategic access.
$2,000+ / Month
All of The Accelerator, PLUS: Monthly 60-Minute Strategy Session with your Chief Operational Strategist, Annual Operational Budgeting, and Guidance on Capital Expenditures/Financing.
Ready to Move from Chaos to Executive Control?
Every successful partnership begins with a clear plan.
We must install your systems before beginning a monthly retainer.
FAQS
What is the difference between a Bookkeeper and a Strategic Partner?
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)
What is the ROI on your Operational Strategy Audit?
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.
Who is the ideal client for Strategic Stewardship?
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.
How do you guarantee financial integrity and system stability?
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.
What exactly is included in the one-time Setup Fee?
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.
What Executive Experience do you bring to my business?
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.
