Services
Systems set up, cleaned up and actually used.
I do systems and implementation work for contractors and growing service businesses. Every project is fixed-scope: we agree the work and the price up front, I build it in the tools you already use, and we verify it on real work before I step back.
Seven paths, three areas
Pick the problem. I will set up the system.
Money and job costing
Know what each job made, bill it on time, and give customers a way to say yes.
- 01 Flagship for contractors
Job Cost Ready
Trust what each job actually cost. A fixed-scope project that connects estimating, accounting, labor, expenses and subs, verified on a real job before signoff.
Projects start around $4,000 depending on what we find. Try the free scorecard.
- 02
Get Paid Faster
Tighten invoicing and progress billing, pick the right AR and AP tools, and set up vendor and sub onboarding with W-9s, so money comes in on time and bills go out clean.
- 03
Customer Financing and Sales Setup
Research and set up third-party customer financing options, and build them into a clean quote-to-close process so more estimates become signed jobs.
Systems and automation
Make the tools you pay for work together, then automate what is worth automating.
- 04
Systems Setup and Cleanup
Set up, clean up and connect QuickBooks Online, your CRM, project and field tools so the work moves without double entry or chasing.
- 05
AI and Automation Implementation
Find where AI and automation actually help, then set them up with clear inputs, review checkpoints and guardrails, inside the tools you already use.
People and back office
Hiring, payroll and HR systems, and the back-office support that keeps it all current.
- 06
People and Hiring Systems
Set up the hiring process, role definitions, payroll and HR systems, review process and bonus structure, so growing the team does not mean more chaos.
- 07
Bookkeeping and Back-Office Support
Bookkeeping support and back-office help to keep records, bills, invoices and vendor files current, from me or a team I bring in and coordinate.
Not sure where to start?
Bring the problem, not the answer.
In 15 minutes we work out which path fits, or whether something else does.
Every project, same five steps
Diagnose, design, implement, verify, stabilize.
- DiagnoseI learn how the work really moves today: the people, tools, handoffs and where it breaks.
- DesignWe agree on how it should work, who owns each step, and what the tools need to do. That becomes a fixed scope.
- ImplementI set it up in the systems you already use where they can support it, and connect what needs connecting.
- VerifyWe test it on real work, not a demo, and fix what does not hold up.
- StabilizeYour team gets the SOPs, training and a short follow-up period so the new way sticks after I step back.
Fixed scope, one price, written down before work starts. Ongoing support is available after a project if you want it.
Also scoped as projects
Other work I take on
These usually come up inside one of the seven paths, and can also be scoped on their own.
- SOPs, process documentation and operations playbooks
- KPI dashboards and weekly owner reporting
- Client onboarding operations
- Real estate and property operations workflows
- Business systems reviews when you are not sure what to fix first
15-Minute Systems Fit Call
Not sure where to start? Start with a 15-minute call.
You do not need to know which service you need. Bring the problem. On a free 15-minute call:
- I learn what you need and what is getting in the way.
- You tell me how you want to solve it: your timing, your tools, how hands-on you want to be.
- I tell you straight whether and how I can help, or who might be a better fit.
- If it is a fit, you get a fixed-scope proposal with the work, the deliverables and one price. No obligation.
Free · 15 minutes · No pitch deck
It is a conversation about fit, not a sales script and not free consulting. If I am not the right person, I will say so.
Book a 15-Minute Systems Fit Call
Contractor with a job costing question? Try the free Job Cost Readiness Scorecard first.
Before we talk
How do I start?
Book the free 15-Minute Systems Fit Call. I learn what you need and how you want to solve it, tell you whether and how I can help, and if it is a fit you get a fixed-scope proposal.
What does a project cost?
Every project is fixed-scope with one price in a written proposal after the call, so you know the cost before work starts. Job Cost Ready projects start around $4,000 depending on what we find.
Do you only advise, or do you do the work?
I do the work. Every path includes implementation in your tools, testing on real work, SOPs and training. Where a specialist is needed, such as a CPA, attorney or developer, I coordinate with them.
Is ongoing support available?
Yes, after a project, for businesses that want help keeping systems current or taking on the next priority. We talk about it once the first project is done.
Do you only work with contractors?
Contractors and job-based service businesses are the strongest fit. Other growing service businesses, including professional services and property operations, can be a fit when the work matches.
Do you provide legal, tax, accounting or financing advice?
No. Kelly is not a CPA, attorney, lender or financial advisor. She sets up the operations and systems and coordinates with your own professionals.