Automation & process improvement

Start with the workflow. Improve the work that repeats.

Automation and process improvement lead the work for solo bookkeepers and small ops teams. Start with a conversation about your business and the workflow you want to improve; if there is a fit, agree on the scope before an engagement begins.

Request a conversationView published packages

Have questions about the automation offer? Read the FAQ.

How to explore fit

A clear path from conversation to scope.

The intake starts the conversation. Any engagement and its price are agreed in writing before work begins.

  1. 01

    Request a conversation

    Use the intake form to request a free 15–20 minute exploratory conversation. It is a chance to understand your business and assess fit; there is no obligation. Submitting the form does not book a call.

  2. 02

    Talk through the workflow

    Discuss the work you want to improve, such as repetitive administration, recurring reports, follow-ups, or handoffs between people.

  3. 03

    Agree on scope first

    If there is a fit, agree on the written scope and price before work begins. The pricing page describes the published packages and quote-based ad hoc automation.

Automation and published packages

Questions before you choose a workflow.

Review what the automation support and published scopes include before starting an intake conversation.

What does automation-first support cover?

The homepage describes support for repetitive work with Google Workspace, spreadsheet templates, and workflow automations tested in your environment. Process improvement can map the current workflow, clear bottlenecks, and build repeatable operations.

Who are the published packages for?

The pricing page is for solo bookkeepers and small operators who need a clearer workflow, reliable handoffs, and senior decision support. The homepage also lists small ops teams among the service fits.

What is included in the Workflow Diagnostic + Automation Starter Kit?

It is a $4,500 monthly retainer for solo bookkeepers and small ops teams needing a focused first workflow improvement. Its published scope includes a senior-led 90-minute Workflow Diagnostic in Month 1, one starter automation delivered by the senior, and a Loom walkthrough handoff.

What are the other published monthly packages?

The Books + Pipeline Integration Sprint is $7,500 per month and includes bank-feed, Stripe, and invoicing tool wiring, one end-to-end reconciliation flow, a lead-to-cash pipeline, and a fixed-scope monthly cadence. The Fractional CFO Foundation Package is $12,000 per month and includes monthly close automation, a KPI dashboard, a senior-led monthly review, and handoff documentation.

How is Ad Hoc Automations priced?

Ad Hoc Automations is quote-only and handled separately from the published monthly retainers. The pricing page says a written scope is confirmed before additional work begins.

Are ongoing bookkeeping and tax filing included?

The pricing page states that ongoing bookkeeping and tax filing are outside the published packages unless expressly included in a written scope.

What should I explore next?

The homepage invites you to request a free 15–20 minute exploratory conversation to understand your business and assess fit. There is no obligation, and submitting the intake does not book a call. The pricing page describes the diagnostic-led starter as the entry point and says fit, written scope, and cadence are agreed before work begins.

Explore a fit

Bring the workflow you want to improve.

Request the exploratory conversation through intake. It is free and carries no obligation; submitting the form does not itself book a call.

Start the intake