BUSINESS OPERATIONS ADVISOR
You know how to do the work, serve your customers, and keep the company moving.
But now you are also supposed to figure out QuickBooks, job costing, pricing, CRMs, estimating, scheduling, hiring, budgets, and every other system behind the business.
I help growing contractors and service-business owners figure out what the business actually needs, what it does not, and what we should fix first.
You do not have to know the solution before you call. That is part of what you are hiring me to help figure out.
BRING ME THE PROBLEM
You run the business.
I help you figure out how the business should run.
THE BUSINESS BEHIND THE WORK
Maybe you think you need new software. Maybe you do. Or maybe the process is broken, or the team is not using the tool you already have.
Before we start buying things, hiring people, or rebuilding systems, I want to understand what is actually happening. Then we decide what makes sense.
BRING ME THE PROBLEM
I do not know if we are actually making money on these jobs.
We need a CRM and I have no idea which one.
QuickBooks is not telling me anything useful.
Our estimates take way too long to get out.
The schedule changes every five minutes.
I think we are underpricing.
We need another employee, but I do not know what we can afford.
We bought software nobody uses.
Our systems do not talk to each other.
I keep hearing about AI, but I do not know what would actually help.
I want to grow, but I am worried the way we run now will not support it.
Everything still comes back to me.
That is part of what you are hiring me to help figure out. I look at the situation before recommending another tool, hire, or process.
A STRAIGHT ANSWER
I will tell you what I actually see. If you are buying software you do not need, we will talk about it. If the numbers say you are not ready for a hire, I will not tell you to make it anyway.
Sometimes you need software. Sometimes you need another person. Sometimes the process needs work, or someone needs to own the thing. We find out before we reach for a fix.
WHO I WORK BEST WITH
Owners of growing contractor, home-improvement, field-service, and other job-based service businesses. Your business has real work and steady activity, and you are ready to make changes.
You value a second set of eyes, can handle direct feedback, and would rather fix the real problem than put another Band-Aid on it.
HOW I WORK
We start with what you are trying to accomplish and how you want the business to run.
We look at what is happening now, including the numbers, people, systems, processes, and tools involved.
We decide what matters most, what can wait, and what is likely to make the biggest difference.
We design a solution around the business you actually have, not a generic checklist.
Depending on the work, I may help directly, coordinate the work, or bring in the right specialist.
We see what changed, adjust where needed, and move to the next priority.
Businesses change. Advisory is ongoing by design. We are not tearing apart every part of the company at once. We improve one important thing, see how it works, then choose the next priority.
WAYS TO WORK TOGETHER
START WITH CLARITY
$750
A paid, specific-business review: a pre-session questionnaire, review of relevant information, a 90-minute working session, and a clear 30-day action roadmap.
If you join Owner’s Operations Advisory within 7 days, the full $750 is credited toward your first month.
Ask About a Business ReviewONGOING ADVISORY
Starting at $1,500/month
Current founding-client engagements start at $1,500/month, with an initial three-month commitment. Two substantive sessions each month, ongoing appropriate access, and a living priorities roadmap.
One major priority at a time. The goal is to improve what matters most, then choose what comes next.
Talk About AdvisoryDEFINED SCOPE
Custom scope
For larger builds such as CRM selection and setup, job costing, estimating workflows, scheduling systems, dashboards, automation, onboarding, or process documentation.
I lead the thinking and design. Delivery may involve me, your team, or the right outside specialist.
Explore the Ways to Work TogetherA Business Review is a paid engagement, not a checkout on this site. Advisory pricing is the current founding-client rate. Larger implementation work is scoped to the specific project.
START WITH WHAT IS ON YOUR MIND
Know which jobs, services, or project types are putting money in your pocket.
Find out what is slowing estimates down, from the field-to-office handoff to pricing information.
Make the tools you already have work together before buying something else.
Build the staffing, numbers, capacity, and processes to support the next stage.
A GOOD FIT
I can help you think through financial visibility, pricing, job costing, people, systems, scheduling, and processes. For tax, legal, insurance, or other licensed matters, I help organize the business questions and coordinate with the appropriate professional.
HOW IMPLEMENTATION WORKS
I lead the thinking and design. Depending on the work, implementation may be done by me, your team, or a qualified outside specialist. Larger builds are scoped separately, so advisory does not mean unlimited implementation.
More about KellyBRING ME THE PROBLEM
Tell me what is going on in the business. We can figure out whether a Business Review, ongoing advisory, a scoped project, or another next step makes sense. The first conversation is about fit, not a free consulting session.