Owner Independence practice
Map the work, fix it, then automate what is left.
We start with how the work actually moves through your business, fix what is broken, and automate the manual steps that remain, with a person always in the loop. Start with the 90-Day Test: fifteen questions, about ten minutes, and it shows where the business still runs through you.
How the work goes
Map
We sit with the people who do the work and write down how it actually moves: who touches it, where it waits, and what breaks.
Fix
Most of the slowdown turns out to be process, not technology. We straighten the process first, so nothing broken gets automated.
Automate
Then we automate the manual steps that remain, inside the systems you already run.
What we automate
Monthly close
We automate the data pulls, matching, and reconciliation prep that consume most of a close.
AR and collections
We automate invoicing, aging, and collections outreach so nothing slips through.
AP and vendor management
We automate bill entry, coding, and approval routing across your vendor base.
Reconciliation and reporting
We automate bank and account reconciliation and assemble the reports your team reviews.
Beyond the back office
Quoting and estimating
We automate the RFQ-to-quote loop: intake, costing inputs, and quote assembly, with every quote reviewed before it goes out.
Customer order entry
Customer POs read, checked, and entered into your ERP without rekeying, flagged for a person when something does not match.
CRM upkeep
Customer and pipeline records created, enriched, and kept current in your CRM, without anyone retyping.
Marketing content and outreach
Drafts, follow-ups, and the manual steps of outreach automated. Nothing leaves the building unapproved.
Market research and target lists
New-market research distilled into a briefing your sales team can act on, plus qualified target lists for products you already make but undersell.
The list is not fixed. Every engagement starts the same way: we sit with your team, find where the manual work hurts most, and automate that.
Reviewed by a human
Nothing automated goes out the door unreviewed. Quotes, invoices, reports, and outreach all pass a person before they matter.
That is the point of the design. People are too important to spend on data entry and file gathering. We want them reacting to a good output and making it better.
Why it works
We run these systems in our own practice and in client engagements, not just as a pitch.
Automation is the reason a lean senior team can deliver the throughput of a much larger firm.
The proof: our most recent build cut the close from the most painful week of the month to a button and a few bank recs, with the books closed in five days.
Automation absorbed the necessary work that adds little value. That time went back into the work that does: a management pack that moves with the month.
Owner independence
The largest version of this problem is not a process. It is a person.
In most owner-run businesses the quoting, the key relationships, and the judgment calls all run through one desk. That is the single largest discount applied to a business at sale, and it is the one an owner can actually fix. This page is the method. The practice has its own.
Selected builds
We work inside whatever you already run: QuickBooks, your dispatch or job software, your ERP. Recent builds have been in JobBoss2, QuickBooks Online, ProShop, MieTrak, and HubSpot.
Receiving for JobBoss2
Deliveries checked against open POs and received into the ERP without rekeying.
ERP-to-QuickBooks sync
Invoices, POs, and department tags flow to QuickBooks Online without double entry.
Customer PO entry
Order PDFs read, validated, and entered automatically, flagged for review when something does not match.
Factoring submission and reconciliation
Daily invoice submission to the lender’s portal, with collections matched back to the books automatically.
Running-inventory projection
Demand and supply by part and week, built straight from ERP data.
Payroll journal automation
Payroll GL files posted to the books without a hand touching them.
Collections follow-up
The aging read, the next notice drafted into the inbox for review, and a log that keeps itself.
Quote intake pipeline
RFQs filed, costed, and staged for estimator review.
Every build is bespoke to the client and the systems they run.
Three ways to engage
The method is one process. The engagement is how much of it you want us to run.
Assessment
The Map step on its own. You get a written plan: what to fix, what to automate, in what order.
Build
Fix and Automate. We straighten the process and build the automation inside the systems you already run.
Operate
After the build. We keep it running for you, or hand it to your team fully trained.
Discuss your situation in confidence.
A 30-minute conversation with our principal, no preparation required. If we are not the right fit, we will say so and point you to someone who is.