Each service stands on its own. But they can be designed to build on each other.
Clean Books. Clear Picture. Every Month.
Your books shouldn't be something you avoid opening. I take over the day-to-day financial back-end — organizing transactions, delivering clean monthly reports, and documenting your financial processes so nothing lives only in your head.
→ Monthly financial organization & reconciliation
→ Structured monthly reporting on a set schedule
→ SOPs for your financial processes
→ CPA-ready books, always
$300-$500/month
$500-$850/month
$850-$1,500/month
A CRM That Works for the Way You Sell.
Your pipeline shouldn't live in your head. I build HubSpot systems for small businesses tired of losing deals to follow-up gaps and sales processes that only make sense to one person.
→ CRM audit & written action plan
→ Full pipeline, contact management & automation setup
→ Documentation so it runs without me
★ Optional: monthly maintenance retainer (limited availability)
$500-$800
$1,500-$4,000
$400-$800/month
Start with the Audit: it's lowest commitment.
See Your Whole Business at Once. Finally.
In 2–3 weeks, I'll build you a monday.com workspace that shows exactly what's happening in your business — who owns what, what's moving, what's stuck — then hand it off with real training so it actually sticks.
→ Custom monday.com workspace built around your workflows
→ Written SOPs so the system runs without me
★ Structured Handoff add-on available
★ Optional: Ongoing Operator retainer (limited availabiity)
$1,200-$3,500
$300-$500
$400-$800/month
We discuss what's going on in your business. and solution a starting point — even if that means starting somewhere else entirely.
30 minutes. No pressure. No fluff.
