Projects I can take on
Each card is a piece of back-office work you could hand me, based on something I've already built. Click through them, or jump to the kind of problem you have.
-
Books and month-end
Books you can read your margin from
- A good fit if
- Your profit numbers don't feel right, or purchases end up wherever the bank feed put them.
- What I'd do
- Set clear rules for where each regular purchase belongs, and keep the cost of what you sell separate from what it costs to run the company.
-
Books and month-end
A month-end close you'll keep doing
- A good fit if
- You have no regular close, and you find out how a month went long after it ended.
- What I'd do
- Set a fixed date, a standing agenda and a report packet that's quick to prepare, covering reconciliations, profit and loss, the balance sheet and who owes what.
-
Quotes, POs and invoices
One catalog of what you sell
- A good fit if
- Prices live in old quotes and spreadsheets, and two people can quote the same item differently.
- What I'd do
- Build one product list with prices and costs, remove duplicates, and set up a repeatable way to update it from supplier price lists.
-
Quotes, POs and invoices
Quotes, purchase orders and invoices that match
- A good fit if
- Invoices don't match what was quoted, or nobody can trace an order from start to finish.
- What I'd do
- Standardize how each document is created, tie its lines to your catalog, and carry one reference number from the quote through to the invoice.
-
Quotes, POs and invoices
Monthly invoices that build themselves
- A good fit if
- You bill customers every month, and working out rates and mid-month changes takes hours each time.
- What I'd do
- Write down your billing rules, then build a tested process that drafts each invoice and checks it. You still review and send every one.
-
Quotes, POs and invoices
A check on what you bill against what you pay
- A good fit if
- You have recurring contracts and supplier costs that change, and you're not sure every line still makes money.
- What I'd do
- Compare what you charge with what you pay, line by line, and flag what's thin or heading below cost.
-
Customer data
A contact list worth calling
- A good fit if
- Your CRM is full of imported contacts, and your team wastes time on people who will never buy.
- What I'd do
- Agree on who you want to reach, sort every contact into keep, remove or needs a decision, and protect your customers. Nothing goes until you approve it.
-
Customer data
Company records your team can filter
- A good fit if
- You have a long list of companies, but no good way to tell which ones to call first.
- What I'd do
- Work out what makes a company a good target, fill in that information from available sources, and add it to your records as fields your team can filter on.
-
Sales tracking
One tracker for every rep
- A good fit if
- Each rep tracks meetings and sales differently, and working out what they're owed is a monthly argument.
- What I'd do
- Build one tracker with your pay rules written in plain English, then check its totals against your existing records before anyone relies on it.
-
Sales tracking
Dead leads that stay dead
- A good fit if
- Reps keep calling companies that already said no, or the reasons are buried in someone's notes.
- What I'd do
- Add simple fields for fit, the reason a company was ruled out, and do-not-contact, so you keep the record and can report on it.
Don't see your problem here?
Send a few lines about where things are getting stuck. I'll reply with whether I can help and what I'd do first.
This is operational help, not tax, legal or audit advice. For those, please work with a licensed professional.
