The processes behind your numbers, set up so your business can grow without the chaos.
Growth gets messy when the systems behind your numbers are improvised. A quote lives in someone’s inbox, an invoice goes out late, a purchase gets made without anyone signing off, and a commission gets worked out on the back of an envelope. Every one of those gaps eventually shows up in your books as a correction, a write-off, or a question nobody can answer.
Clean books depend on what happens before a transaction ever reaches them. I set up the processes that feed your books, so the right information shows up at the right time, in the right place, every time.
A clear path from the first quote to the money in your bank account. I set up how quotes become invoices, when invoices go out, how deposits and progress billing are handled, and how overdue balances get followed up, so nothing gets lost between the job and the payment.
Simple rules for who can spend what, and how a purchase gets approved, recorded, and matched to a bill. You keep control of spending without becoming the bottleneck for every receipt.
Payroll set up correctly from the start, with a clear process for bringing on new employees and contractors. I help you collect W-9s, track 1099 payments, and spot workers who may be classified the wrong way. California’s rules here are strict, so anything questionable gets flagged for you to review with your CPA or employment attorney.
Commission plans that are written down, calculated the same way every time, and tied to the sales numbers in your books. Your sales team trusts the payout, and you can see what commissions actually cost you.
A short, repeatable checklist for what needs to happen at the end of each month and who does it: receipts submitted, bills entered, time and mileage turned in, sales closed out. When everyone hands off on time, your books close on time.
Systems and operations setup is about designing the process. Business operations support is about running it. Some clients have me set up the systems and then their own team runs them. Others have me set them up and keep them running as part of their monthly bookkeeping.
We start with a look at how money moves through your business today, find where things break down, and fix the pieces that matter most first. I do not sell packages. I scope the work based on what your business actually needs.
If your business is growing faster than your systems, let’s talk about where things are breaking down. Book a free 15-minute call.
Book a Free 15-Minute Call