ENTREPRENEURS & SMALL BUSINESSES

Stop letting back-office friction hold your growth hostage.

When a startup or small business begins scaling, systems break. Outdated tracking tools, messy cash flow tracking, and informal employee policies start creating operational drag.

We partner with growing entrepreneurs, e-commerce brands, agencies, and local storefronts to clean up historical accounting messes, build custom digital infrastructure, and manage day-to-day operations so you can focus on strategy, sales, and expansion.

detailed services breakdown

    • Chart of Accounts Restructuring: Rebuilding your accounting setup so expenses align directly with your operational goals.

    • Cash Flow Modeling & Forecasting: Interactive tracking tools that display runway, upcoming liabilities, and revenue trends in real time.

    • Reconciliations & Vendor Management: Managing accounts payable/receivable, tracking merchant processor fees, and balancing multi-account finances.

    • Org-Wide Automated Dashboards: Custom Excel and Google Sheets builds connecting sales, fulfillment, inventory, and labor metrics into single-view dashboards.

    • Process Automation: Linking spreadsheets with external tools (QuickBooks, Stripe, CRM, Google Workspace) to reduce manual data entry.

    • Financial & Pro-Forma Models: Building dynamic financial models for business planning, expansion scenarios, or pitching partners.

    • Custom Employee Handbooks: Legally sound, clear handbooks tailored to your company culture and state employment guidelines.

    • Structured Onboarding & Offboarding: Standardized checklists, job descriptions, equipment tracking, and exit procedures.

    • Performance Evaluation Frameworks: Setting up clear review cadences, goal-tracking tools, and compensation review structures.

    • Routine Payroll Processing: Timely, compliant payroll execution across salaried, hourly, and bonus-structured team members.

    • Administrative Oversight: Managing software subscriptions, vendor communications, and operational documentation.

More details and things to know

  • Discovery Call: We talk through your current headaches and what services or structure may best suite your current needs.

  • Discovery & Operational Audit: We review your current spreadsheets, accounting setup, and HR documents to identify bottlenecks and legal gaps.

  • The Infrastructure Build: We clean up historical books, construct your custom tracking spreadsheets, and draft your core policy documents.

  • Ongoing Operational Partner: We step into an ongoing support role, managing your routine finances, payroll, and systems maintenance every month.

how we work together

1

  • Standard Hours: We are open when you need us and can fit us into your week.

  • Flexible Services: If it’s in your business office or operations, it’s likely we’ve done it and have a solution just for you.

flexibility and scheduling

2

  • Targeted Project Fee: $1,500 – $3,500 (Custom spreadsheet builds, historical cleanups, or handbook creation)

  • Ongoing Monthly Retainer: $1,200 – $2,500/month (Comprehensive day-to-day bookkeeping, payroll, and spreadsheet upkeep)

  • Strategic Hourly Rate: $75 – $125/hour

Pricing

3

How we turn chaos into order (fast)

Discovery Call

A brief, focused conversation to pin down your operational friction points, accounting bottlenecks, and immediate priorities.

The Operational Deep Dive

We review your current accounting setup, spreadsheet architecture, and HR processes to diagnose root causes and gaps.

The Proposal & Scope

We deliver a clear, fixed-scope proposal or monthly retainer plan outlining specific deliverables, tools, and timelines.

Launch & Implementation

We execute the cleanup, build your custom tools, train your team, and set up an ongoing operational schedule.

Ready to build a back office that actually scales?

Stop letting operational drag slow down your business growth. Fill out the quick form below, and we’ll set up a time to audit your setup and get your backend running smoothly.