Starter
Free
Best for: Trades companies just starting out and wanting to get their office organized without heavy investment.
Back Office in a Box™ Playbook (DIY version)
Free Masterclass: Cut Overhead & Get Paid Faster
Templates for invoicing, scheduling, and job costing
Community access for support
Strategic
$4,500/mo
Best for: Owners under $1M revenue who want a co-pilot to implement core back office systems and free up time.
Advisory + weekly workshops
Strategic implementation of core Back Office in a Box™ systems
Hands-on guidance for invoicing, collections, and scheduling
Templates, dashboards, and enablement
Access to Great to Elite community
Accelerated
$7,500/mo
Best for: Companies ready to grow but drowning in office chaos.
Advisory + lite implementation
Collaborative execution: I personally handle 1–2 key back office functions per month (e.g. invoicing + collections, scheduling setup, marketing follow-up system)
Systems customized for your business
Direct access + ongoing support
Strategic
$10,000/mo
Best for: Owners who want deep support without hiring a CFO, COO, or office manager.
Advisory + implementation roadmap
Weekly partnership calls
Full Back Office in a Box™ rollout customized to your business
Clear targets: <15% overhead, 15%+ margins
Access to peer network + tools
Accelerated
$15,000/mo
Best for: Companies that need to fix cash flow, scheduling, and marketing all at once.
Advisory + lite implementation
I step in to directly manage 2–3 back office functions per month
Focus areas: finance, scheduling, customer comms, marketing
Custom reporting dashboard + accountability
Integrated
$20,000/mo
Best for: Contractors who want a fractional operator (CFO/COO/CMO in a box) leading back office execution end-to-end.
Advisory + full implementation
Dedicated operator (me) running your back office
Invoicing, collections, scheduling, marketing, admin — all managed
Targets tied to overhead + margin benchmarks
Full access to community + benchmark reporting
Strategic
$15,000/mo
Best for: Owners needing clarity, benchmarks, and top-level strategy to scale without adding headcount.
Advisory + strategic implementation roadmap
Weekly check-ins + quarterly planning
Benchmarks tied to top 1% performance
Access to Great to Elite network + industry reports
Accelerated
$20,000/mo
Best for: Teams who want done-with-you execution for complex back office functions.
Advisory + lite implementation
Advisory + lite implementation
Direct execution of 2–3 critical systems per month
Deep work on financial forecasting, AR automation, or marketing ROI tracking
Management reporting + oversight
Integrated
$25,000/mo
Best for: Companies ready for a fractional executive partner embedded in their business.
Advisory + full implementation
I operate as your fractional CFO/COO/CMO in one
Back office fully managed: finance, ops, admin, scheduling, marketing
Guaranteed results: overhead <15%, margins 15%+
Board-level reporting + strategic alignment