This is a one-time, high-impact engagement designed to provide your business with the professional documents and streamlined workflows needed to operate efficiently and get paid faster. We build the foundation so you can build your business.

Who It’s For: New small businesses, solo tradespeople, and established companies that know their current paperwork process is inefficient and unprofessional.

What Problem It Solves: “My quotes and invoices are inconsistent and look amateurish, and I’m wasting too much time on administrative tasks instead of billable work.”

What’s Included (The Deliverables):

• • Customized Professional Templates: We will create a suite of branded, professional templates for your business, including:
    • Quote / Bid Sheet
    • Formal Proposal Document
    • Work Order / Service Agreement
    • Professional Invoice
  • Streamlined Workflow Design: We will map out a simple, repeatable process for your entire client lifecycle, from initial inquiry to final payment, to ensure no steps are missed.
  • Software Recommendation & Setup: Guidance on selecting and configuring the right, low-cost software (like QuickBooks Online) to manage your new templates and workflow.
  • One-on-One Training Session: A dedicated session to walk you and your team through the new process and how to use the templates effectively.

Pricing Model: Project-Based (Flat Fee)

For those critical moments when you need an expert in your corner. This service provides hands-on, as-needed support for your most pressing administrative challenges, from getting caught up on invoicing to preparing a must-win bid.

Who It’s For: Businesses facing a specific, time-sensitive administrative project or those who need to produce a high-stakes proposal that is beyond their current capabilities.

What Problem It Solves: “I have a massive, must-win bid due next week and I don’t have the time or expertise to put it together properly,” or “I’m months behind on my invoicing and my cash flow is suffering.”

What’s Included (The Deliverables):

• • Professional Bid & Proposal Preparation: We handle the entire process of preparing a comprehensive, competitive, and professionally formatted bid or proposal package.
  • Invoice & Accounts Receivable Catch-Up: We will organize your records, create and send all outstanding invoices, and help you get your cash flow back on track.
  • Purchase Order & Vendor Management: Assistance with creating and managing purchase orders and communicating with vendors for specific projects.
  • Document & Workflow Cleanup: A short-term engagement to help you organize your digital and physical files and clean up your existing administrative processes.

Pricing Model: Hourly

This service provides your business with the consistent, professional support of an experienced purchasing and billing manager without the cost and commitment of a full-time employee. We become your trusted, part-time back office, handling your administrative workload so you can focus on your core business.

Who It’s For: Established small businesses that are growing and need consistent administrative support but are not yet ready to hire a full-time office manager or purchasing agent.

What Problem It Solves: “I need consistent, professional help with my back-office operations, but I don’t have 40 hours of work a week or the budget for another employee.”

What’s Included (The Deliverables):

• • A set number of dedicated support hours per month.
  • Ongoing Invoice Management: We handle the creation and sending of all your client invoices on a consistent schedule.
  • Purchase Order Management: We manage the creation of purchase orders and act as a point of contact for your key vendors.
  • Bid & Proposal Management: We prepare all your standard bids and proposals, ensuring they are professional and submitted on time.
  • Monthly Operations Report: A summary report detailing all invoices sent, purchase orders managed, and bids submitted on your behalf.

Pricing Model: Monthly Retainer