HOW WE WORK TOGETHER
The Work Starts Here.
Most service businesses need two things: a foundation built right, and someone to help maintain it. That's the two-tier model. You don't need to commit to both upfront — but most clients end up doing both.
Book a Free CallTIER 1
Backend Rebuild
Starting at $2,500
This is where we start. Before you can hire, delegate, or grow, your business needs a backend that actually works. We go in, clean up the mess, build the systems, and document everything 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:
- QuickBooks setup or full cleanup from scratch
- Job costing structure built and documented
- Workflow documentation for every repeatable process
- SOPs your team can actually follow
- Invoicing system or CRM setup
- Vendor and subcontractor tracking
- Financial visibility within 30 days
What you have at the end of Tier 1
Clean QuickBooks with categories you can actually trust
Job costing that shows you what each job actually made
A documented workflow for every repeatable process
SOPs your team can follow without calling you
A CRM or job tracking system set up and running
Vendor and sub structure that scales
Timeline: 30–60 days, depending on scope.
Start HereTIER 2
Ops Retainer
$1,500 – $3,000 / mo
Once the foundation is built, someone has to keep it running. The retainer is how we stay in your corner — handling the ongoing ops work so things don't slide back into chaos.
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:
- Monthly books reconciled and categorized
- One new SOP or workflow built per month
- VA hiring, training, and day-to-day oversight
- Monthly 30-minute ops check-in call
- Team accountability structure maintained
- Payroll support and admin management
- You focus on the work — we run the backend
Three Retainer Options
Foundation
$1,500 / mo
Monthly books + one SOP + ops check-in call
Standard
$2,000 / mo
Foundation plus VA oversight and admin management
Full Partner
$3,000 / mo
Complete backend management and dedicated ops support
THE TRANSITION
How You Go From Tier 1 to Tier 2
Around day 25 of the Backend Rebuild, we do a State of the Union call. We review everything we've built, what's working, and what's still outstanding. At that point, you have three choices:
Continue independently
You take everything we've built and run it yourself. You leave with documentation, systems, and clarity.
One-time extension
If there's more to build, we extend the project engagement to finish it properly before you go on your own.
Move to the retainer
You want someone to keep running it. We transition directly into ongoing ops support with a scope built for your business.
FAQ
Common Questions
Do I have to do Tier 2 after Tier 1?
No. Tier 1 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.