All the business support you need,

None of the overwhelm.

AI-Powered Optimization for Trades & Field Businesses

You don’t need more apps. You need the right ones working together.

We build:

  • Receipt automation (no more chasing paper)

  • Job cost + materials tracking

  • Client update automations

  • Time-saving workflows proven to cut admin hours

Perfect for:
Contractors, electricians, plumbers, HVAC, landscapers, welders, fabrication shops, and any hands-on business that wants less paperwork and more profit.

AI System Setup & Workflow Build-Out

We design and install the systems that run your business — so you don’t have to.

What’s Included:

  • QuickBooks Online setup or correction (built for job costing & clarity)

  • AI tool selection + integration (ChatGPT, Claude, Gemini, Zapier, etc.)

  • Workflows for estimates → invoices → receipts → payment tracking

  • SOPs for your team (written in plain English)

  • Dashboard or reporting setup so you always know where your money is

Result:
Your business runs smarter, faster, and with fewer mistakes — without you having to babysit software.

Quarterly Systems Maintenance Plans

Once your systems are built, we keep them running.

We handle:

  • Quarterly review of tools, books, automations, and workflows

  • Fixing mistakes before they cost you

  • Updates when your business changes

  • Summary report you can actually understand

You get:
✔ Clean books
✔ Working automations
✔ No more “I’ll deal with it later” piles

Tax Preparation & Filing Support

Yes — we help get your business tax-ready and properly filed, without the last-minute panic.

Tax Services Include:

  • Business tax return preparation (Schedule C, LLC, S-Corp, 1099 workers, etc.)

  • Year-end books cleanup and reconciliation

  • Estimated tax planning & reminders

  • Contractor-friendly deduction review

  • Digital tax filing + e-signature support

  • IRS correspondence support (if needed)

What Makes Us Different:
We set up your books and systems first — so tax time is EASY and accurate.

Optional Add-Ons:
📦 Historical cleanup if past years are messy
📦 Quarterly estimated tax calculations
📦 1099 contractor issuing & filing

Claims & Compliance Support  

  • Claims & Dispute Resolution
    We review and reconcile denied claims, billing discrepancies, or service disputes, helping businesses recover revenue and maintain smooth operations.

  • Appeals & Escalation Support
    From drafting appeals to handling client grievances, we provide clear, timely support to resolve issues and protect your bottom line.

  • Revenue Recovery & Compliance
    We identify missed payments, ensure compliance with contracts and policies, and streamline processes to reduce costly errors.

  • Client & Vendor Relations
    We serve as a point of contact for your partners, vendors, or clients, improving communication and strengthening relationships.

Add-On Support Services

Available when you need them — at flat rates, not surprise invoices.

🔸 Receipt Rescue (we chase missing docs so you don’t have to)
🔸 Team Training (live or video SOPs)
🔸 Tool Migration & Upgrade Support
🔸 Monthly Help Line Access (simple retainer)