Do I need to change from Xero?
No. I work inside the Xero you already have. If you're on a different system, mention it when you book your Leak Check and we'll talk it through.
How is this different from my accountant or bookkeeper?
Your bookkeeper records what happened and your accountant looks after tax and compliance. I look at what your numbers are telling you, find where money and time are leaking, and build the systems that fix it. I work alongside them, not instead of them. I don't do bookkeeping or lodge BAS.
What if I'm not ready for $2,500 a month?
Start with the Monthly Numbers Review at $990 a month, or the Deep Audit + Build as a once-off with no retainer. Plenty of owners start small and move up once they see what's leaking.
How much of my time will it take?
The Monthly Numbers Review needs no calls. You watch a short video when it suits you. The Ops Co-pilot is one 60-minute call a month, plus email when you need it. The Deep Audit + Build is a kick-off chat and a 60-minute handover call. I do the heavy lifting.
Do you need access to my Xero?
Yes, read-only access, so I can see your reports without changing anything. You stay in control and can remove it any time.
Can I cancel?
The Ops Co-pilot has a 3-month minimum, then it's month to month. The Deep Audit + Build is a once-off, so there's nothing to cancel.
Who is this for?
Founder-led service businesses doing $500K to $3M on Xero: trades, clinics, agencies and other service businesses where everything still runs through the owner.