For owner-run businesses and teams
Runs without you.
For owners who want a business that works when they step away, and a team that can run the day without routing everything through them.
Most small businesses already have an operating system. It's the owner. Every price, every process, every "here's how we handle that" lives in one head. That works right up until you want a real vacation, a second location, a bigger team, or a buyer.
I move the operating system out of your head and into things your team can run: one source of truth for clients, jobs, and billing, invoicing that sends itself, a binder for every job that repeats, an onboarding kit so the next hire is productive in days instead of months, and a dashboard that tells you how the business is doing without anyone having to ask you. You own all of it. Nothing sits in my account, nothing needs a new subscription, and the binder means the next hire can run it without calling me.
Same way I work with schools: in the tools you already pay for, with the people who'll use it, documented so it outlasts me.
One source of truth
Clients, jobs, and billing in one place everything else reads from. A one-page dashboard of the numbers you check anyway, so nobody has to ask you how the business is doing.
Invoicing & money that moves itself
Invoices that generate and send themselves from the source of truth, with a log of every send and a "needs attention" list so nothing is missed.
Calendar, inbox & delegation
Your calendar and inbox restructured so a second-in-command can hold them. Filters, labels, and routing rules so the right things reach the right people without passing through you.
Onboarding & the binder
A binder for every recurring operation, written for the person who'll do it next. A new-hire onboarding kit so the next agent, technician, or front-desk hire is productive in days instead of months.
Compliance & contracts
The records and privacy practices your license, regulator, or industry board expects. Repeatable client agreements, vendor agreements, and the records that make an audit, a sale, or a new hire uneventful.
Practical automation & AI
Lightweight tools, reporting, and automations that save real hours, plus a plain-language AI policy for your team, focused on reducing risk rather than adding another subscription.
Whatever you already pay for. I'm not going to hand you a new subscription.
Records & the dashboard
- Google Sheets or Excel
- Apps Script
- Google Workspace or Microsoft 365
- Google Drive or SharePoint
Money
- Your invoicing tool
- Your point-of-sale
- QuickBooks or your bookkeeper's system
- Gmail or Outlook
Team & delegation
- Google Calendar or Outlook
- Shared inboxes, filters & labels
- Google Docs
- Your CRM, if you have one
Onboarding & the binder
- Docs & checklists
- Video walkthroughs
- Live sessions with your team
- Your website and intake forms
Three ways in, depending on where you are. Every build is fixed price, quoted after the first day or an intro call, so you know the number before you say yes.
Could It Run Without You?
The honest answer, in a day.
- A day on site (or two half-days on video) watching how the work actually moves
- A sit-down with you and whoever's second-in-command
- A memo naming every process that lives only in your head, ranked by how much it would hurt if you weren't there
- A 90-day plan for moving the top five out
one day · credited toward the build
Get the honest answerRuns Without You
The business, out of your head and into systems your team can run.
- One source of truth for clients, jobs, and billing
- Invoicing that generates and sends itself, with a log of every send
- A binder for every recurring operation, written for the person who'll do it next
- An onboarding kit for the next hire
- Your calendar and inbox restructured so a second-in-command can hold them
- A one-page dashboard of the numbers you check anyway
- A final test: your team runs a week without you in the loop
4 to 6 weeks
Build the operating systemThe Handoff Sprint
For the person taking over.
- For a new owner, general manager, or successor
- A guided walkthrough of every system
- The binder updated to the new team
- A 30-day check-in and a 60-day check-in
- A short list of what to change now and what to leave alone
30 days, plus two check-ins
Plan the handoffEverything I build is yours. No licensing fees, no per-seat fees, no friction, no risk.
A buyer pays for what runs without you, and discounts what doesn't. Clean customer data, documented processes, and a team that can operate on day one make diligence faster and the handoff smoother. If you're already working with an exit or transition advisor, I slot in as the operations workstream: I build and document, they run the process. Nothing here is a valuation promise; it's the part of the sale you can control before the first conversation.
As a small business owner, nothing is more valuable than time and Jared keeps finding ways to buy time back so I can focus on what I do best.
Jen Silver · Founder & Executive Director, Tiny Giants Schools
Three sites, one founder, and everything routing through her.
A three-site business in San Francisco where invoices went out one at a time, records lived in three documents from two eras, and mornings started with ninety minutes of inbox. We moved it into one source of truth, invoicing that sends itself, calendars that delegate, and a binder the team runs without me.
What kinds of businesses?
Service businesses where the owner is still the operating system: practices, studios, shops, agencies, brokerages, trades. If your customers are families and your team still leans on you for how things get done, you're squarely who this is for.
We're not selling. Is this still for us?
Yes. Most owners I work with aren't. They want a vacation that's actually a vacation, or a manager who can run the place without a hundred texts.
My team isn't that small. Is this still for us?
Yes. Size isn't the test; routing is. If a team of five or fifty still comes to you for pricing, process, and "how do we handle this," the work is the same: move it out of your head and into systems the team can run.
What tools do you build in?
Whatever you already pay for: Google Workspace or Microsoft 365, your existing invoicing or point-of-sale, your website. I'm not going to hand you a new subscription.
How does pricing work?
Every build is fixed price and quoted before we start, usually after the first day on site or an intro call. The first day is credited toward the build that follows. There are no per-seat or per-location fees.
Who owns what you build?
You do. Everything lives in your Google account, your Sheets, your tools. I don't hold logins, host anything, or charge a monthly fee to keep it running. At handoff you get the binder, a walkthrough with whoever runs it day to day, and 30 days of fixes if something breaks.