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Business Buddy

Program

Needs Based Approach
Flexible Pricing
All prices are project-based.
We can bundle with discounts!

Core Business Services:

  • Branded Business Email Setup

  • One-Page Website Build

  • Google Business Profile Setup

  • Client Update System Setup

  • Job Estimate & Bid Sheet Setup​

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Protection & Risk Management:

  • Risk Management Analysis

  • Business Insurance Guidance

  • Digital Presence Audit​​​

Financial & Bookkeeping Services:

  • Bookkeeping System Setup

  • Basic Monthly Bookkeeping

  • Job Cost Tracking Templates

  • Chart of Accounts Customization

  • Income & Expense Reports

​Operations Support:

  • Digital File & Folder System

  • Sub Tracker & Onboarding Setup

  • Lead & Job Tracking System Setup

  • Professional Estimate / Quote Formatting​

Additional Services, but not limited to:

  • Logo Design Assistance

  • Monthly Website & Email Support

  • Business Setup Guidance

Every Service Is Designed To:

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  1. Save you time

  2. Make you look more professional

  3. Protect what you are building

  4. Grow with confidence

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Why I Started This Business

One of the reasons I started this business is because I lived in your shoes at one time.​ 

 

It was only for a few projects as a side gig and that was 20+ years ago!

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I went on to become a Financial Planner for 13+ years with Edward Jones, Merrill Lynch, and then partnering in AVID Planning.

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During my later days in planning, I built some systems to help run the business., which led me to go work for the largest ClickUp Partner in the world, ZenPilot.

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I enjoy the BS that most contractors and small business owners do not enjoy.

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My goal is to help you have more time to focus on what you'd like. I've gotten pretty good at this over the years.

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Let's work together and make something happen!

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-Kevin

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Other Services
No Call
Client Update System
Stop managing clients, start managing projects
Who is this for?

Anyone who provides

client updates on a regular basis

 âœ…  Clients stop calling. You stop stressing. Everyone wins.

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 âœ…  Look more professional without lifting a finger.

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 âœ…  Finally have time to focus on the project — not just the inbox.

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 âœ…  Confidence to grow your business.

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 âœ…  Sleep better knowing your clients are taken care of.

Professional Email
Don't use personal email!
We must change that
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