HOW WE WORK TOGETHER
The Work Starts Here.
Every business is at a different stage. Some need a focused project to get unstuck. Others want a consistent partner who stays involved as things grow. And some have specific work that sits outside the scope of a retainer. All three are available.
Book a Free CallOPTION ONE
Operational Foundation Build
A focused engagement to get your operations built from the ground up. We identify the highest-priority gap and address it first — then build out the systems, document everything, and hand it off clean so it runs without you holding it together.
Most clients have financial clarity — knowing what jobs made money, what went out, and what's coming in — within the first 30 days. The rest of the engagement is about making it repeatable.
What's included:
- We identify the highest-priority gap and address it first
- CRM setup, vendor tracking, SOP documentation, financial organization — whatever the business needs most
- Everything handed off clean with full documentation and a walkthrough
- Thirty days of follow-up support included after delivery
What you have at the end
A clear picture of what is actually going on in your business
Systems built around how you actually operate — not a generic template
Documented workflows your team can follow without calling you
Financial organization and visibility for the first time
Infrastructure that can support real growth
Engagements may be project-based or ongoing depending on the level of support needed. Most projects range from $1,500–$5,000+ depending on complexity, systems involved, and implementation scope. Investment is customized to the specific needs of each business.
OPTION TWO
Ops Retainer
Ongoing monthly support for businesses that want to keep building. Once the foundation is in place, someone has to keep it running and keep improving it as the business grows.
This isn't just bookkeeping. It's ongoing ops management — the books, the systems, the team, and the backend — handled so you can focus on the work you're actually good at.
What's included monthly:
- Dedicated hours each week scoped to what the business actually needs
- New systems built month by month as the business grows
- Ongoing CRM management, workflow optimization, and reporting
- Coordination of outsourced specialists including bookkeeping and VA support
- Weekly updates so you always know what is getting done
How the retainer works
Scoped to your business
Hours and scope are set to what you actually need — not a fixed package that may or may not fit.
Builds month by month
We don't just maintain — we keep building new systems as the business grows and priorities shift.
Cancel anytime
No long-term contracts. The engagement continues as long as it's delivering value.
Engagements may be project-based or ongoing depending on the level of support needed. Most projects range from $1,500–$5,000+ depending on complexity, systems involved, and implementation scope. Investment is customized to the specific needs of each business.
PROJECT-BASED
Targeted Add-Ons
Specific one-time projects outside the scope of a retainer. If you have a defined piece of work that needs to get done — and done right — this is how we handle it.
Examples of project work:
- Hiring process buildout and new hire onboarding systems
- Marketing workflow setup and lead tracking infrastructure
- Proposal and contract templates built for your business
- Operations manual creation
- One-time financial organization or reporting setup
Investment
Most projects range from $1,500–$5,000+ depending on complexity, systems involved, and implementation scope. Investment is customized to the specific needs of each business.
Every engagement starts with a Business Diagnostic Call — a focused conversation about where the business is, what is getting in the way, and what makes the most sense to build first.
Book a Diagnostic CallEngagements may be project-based or ongoing depending on the level of support needed. Most projects range from $1,500–$5,000+ depending on complexity, systems involved, and implementation scope. Investment is customized to the specific needs of each business.
THE REAL COST
The Cost of Staying Disorganized
Doesn't Show Up as a Line Item.
It shows up in the leads that were never followed up on. In the jobs you couldn't price confidently because you had no visibility into your costs. In the hours spent doing things that should not require the owner at all. In the decisions sitting on your plate because no one else had the context to make them.
Most owners feel the weight of it long before they can put a number on it.
THE COMPARISON
Why Not Just Hire
Someone Full-Time?
It's a fair question. But for most businesses that haven't yet built the systems that would make a hire successful, bringing someone on before the foundation is ready tends to add cost without adding the clarity they were hoping for.
| Full-Time Employee | Working With Kelly | |
|---|---|---|
| Monthly Investment | $5,000 or more | Flexible to your needs |
| Payroll Taxes | Yes, ~15% | None |
| Benefits | Required | None |
| Ramp-Up Time | 60–90 days | Ready on day one |
| Employment Risk | Yes | None |
| Flexibility | Fixed 40 hrs/week | Scales with your needs |
| Cancel Anytime | No | Yes |
Working with me, you get experienced operational support without any of that overhead — and with the flexibility to scale up or down as your business changes.
Engagements may be project-based or ongoing depending on the level of support needed. Most projects range from $1,500–$5,000+ depending on complexity, systems involved, and implementation scope. Investment is customized to the specific needs of each business.
NEXT STEPS
How We Figure Out Where to Start
Every engagement starts the same way — a Business Diagnostic Call. We spend 45 minutes looking at where the business actually is, what is getting in the way, and what the right place to start is. After that call, you will have three choices:
Move forward with the Foundation Build
We scope the engagement, agree on priorities, and get started within one to two weeks.
Start with a targeted project
If you have a specific piece of work that needs to happen first, we scope that and build from there.
Continue independently
You walk away with a clearer picture of what your business actually needs, whether we work together or not.
FAQ
Common Questions
Do I have to move to the retainer after the Foundation Build?
No. The Operational Foundation Build is a standalone engagement. You'll leave with a fully built backend regardless of what you decide next. That said, most clients choose to continue because the retainer is what keeps everything running.
What if I have no bookkeeping system at all?
That's actually the most common starting point. We build it from scratch. You don't need to have anything in place before we start.
How involved do I need to be?
More at the start, less over time. The first 30 days require your input to build things correctly. After that, the systems run with minimal involvement from you.
Do you work with businesses outside of construction and trades?
Yes. The core work applies to any service business — cleaning, landscaping, HVAC, staffing, consulting, and more. If you have a team, recurring jobs, and a messy backend, we can help.
What's the difference between you and a bookkeeper?
A bookkeeper records transactions. We build the entire operational and financial infrastructure — and then manage it. Bookkeeping is one piece of what we do, not the whole thing.
How quickly can we start?
Typically within one to two weeks of the initial call, depending on availability.
READY TO START
Stop Running Your Business on Memory.
The first call is free. We'll spend 45 minutes looking at your business honestly — no pitch, no pressure. You'll leave with clarity either way.