Estimates & getting paid
Professional estimates and invoices, with easy ways for customers to pay you.
For anyone ready to work for themselves
You bring the skill. We take the busywork off your plate.
The paperwork, the setup, and the annoying, cumbersome parts of running a business are what we take off your plate, working through them with you. We build the system, and it carries the load. You get to focus on the work you're good at.
Book a free call Get the free checklistIt's the back office: the forms, the invoices, the phone calls, the books. That's the part we build a system for, so it carries the load and starting out feels lighter, not heavier.
All of it set up in your name and your accounts.
Professional estimates and invoices, with easy ways for customers to pay you.
Your income and expenses kept tidy as you go, ready for your CPA.
A business number and email address of your own, apart from your personal ones.
A calendar for jobs and visits, with reminders for you and your customers.
Friendly follow-ups on quotes and an easy way for happy customers to leave a review.
A profile that helps local customers find you and get in touch.
We build the system, walk you through it, and hand it off. It runs itself, it's yours to keep, and you don't depend on us. If you ever want a hand with it, we're here to support you, but you're the one in charge.
We help you find a CPA, an attorney, and a licensed insurance agent, and we walk through the other scary parts with you, like licensing, where we help you reach the right state board and they make the final call. That way you have the right team on your side from the start, so you're not facing it alone or left in a bind.
We don't give legal, tax, or licensing advice. We'll help you connect with an attorney, CPA, or your state licensing board for those.
No pressure. Grab the free starter checklist for a quick look at what goes into it and what we set up with you, or book a free call to talk it over.
Get the free checklist Book a free callTell us a little about your trade and your plans, and Rob will get back to you.
20-minute phone call, weekdays.
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