📚 THE LIBRARY

Thirty-one jobs, grouped by
what they actually fix.

Organized by outcome rather than department, because nobody wakes up wanting "a finance workflow" — they want the close done and the cash position known. Each one links to a full write-up.

Close the month

Getting the books shut, reconciled, and explained — and staying ready for the accountant all year rather than scrambling in March.

Month-end prepmonth-end-prep
Finance

Reconciles the books against every processor, surfaces missing or mismatched entries, and writes a plain narrative of the month.

QuickBooksPayPalStripe
Close the monthclose-month
Finance

The full close: books reconciled against every processor, mismatches surfaced for review, and the month explained in words.

QuickBooksPayPalSquare
Tax prep packettax-prep
Finance

Tallies income and expenses for the year, identifies every 1099 contractor, and packages the whole thing for your accountant.

QuickBooksPayPalStripe
Tax season organizertax-season-organizer
Finance

Calculates quarterly estimates and 1099 totals through the year, sorts payees, and keeps a clean handoff ready rather than assembled in a panic.

QuickBooksPayPalStripe

Know your cash

What the balance will be in thirty, sixty and ninety days — and which weeks are going to be tight before you get there.

Cash flow snapshotcash-flow-snapshot
Finance

Models cash 30, 60 and 90 days out with confidence bands, and names the weeks where it runs tight.

QuickBooksPayPalSquare
Month heads-upmonth-heads-up
Finance

Maps the next 30 days week by week, flags the dips early, and shows best and worst case rather than a single number.

QuickBooksPayPalTime window
Plan payrollplan-payroll
Finance

Answers whether the wage run can be met, scores what's owed to you, and drafts the chase emails if it's short.

QuickBooksPayPalMail

Get paid

Collecting what you're owed without spending your evening writing awkward emails, and without damaging the relationship.

Invoice chaseinvoice-chase
Finance

Scores each customer good, occasional or repeat-late, matches the tone of the reminder to that score, and drafts everything without sending anything until you approve.

QuickBooksPayPalStripe

Know your numbers

Which work actually made money, whether you're charging enough, and a readable picture of the business on a daily, weekly and quarterly rhythm.

Margin analyzermargin-analyzer
Finance

Works out unit economics for every product or service, benchmarks against your sector, and models three what-if price scenarios.

QuickBooksPayPalCSV upload
Price checkprice-check
Finance

Maps profit per product line, runs three pricing scenarios side by side, and sense-checks them against sector benchmarks.

QuickBooksPayPalScenario inputs
Business pulsebusiness-pulse
Business Intelligence

Pulls cash, sales, pipeline and diary into one morning read, says what changed since last time, and names the single most important move today.

QuickBooksHubSpotGoogle Calendar
Monday briefmonday-brief
Business Intelligence

Reads the week ahead across cash, sales, pipeline and diary, then sets the three things that actually matter.

QuickBooksHubSpotGoogle Calendar
Friday brieffriday-brief
Business Intelligence

Compares revenue against last week, logs the wins, and flags what to watch — posted to Slack automatically if it's connected.

PayPalHubSpotSlack
Quarterly reviewquarterly-review
Business Intelligence

Pulls the full quarter's revenue, margin and customer health, reads the trends, and writes a board-ready narrative.

QuickBooksPayPalHubSpot

Keep the pipeline warm

Knowing who to call today, keeping the CRM honest without manual entry, and getting marketing out the door on a schedule.

Lead triagelead-triage
Sales

Scores every lead by engagement, fit and urgency, surfaces the top five, and prepares a line of context for each call.

HubSpotGmailGoogle Calendar
Call listcall-list
Sales

Weighs engagement and fit, picks today's five hottest, and prepares what to say on each one.

HubSpotGmailGoogle Calendar
Sales briefsales-brief
Sales

Reads top and bottom sellers, picks what to push and what to drop, and lays out a two-week plan.

QuickBooksPayPalHubSpot
CRM maintenancecrm-maintenance
Operations

Keeps contacts and deals current, attaches calls and emails to the right records, and flags deals that have gone quiet.

HubSpotGmailGoogle Calendar
CRM cleanupcrm-cleanup
Operations

Scans for stale records, duplicates and gaps, flags what needs fixing, and only changes what you approve.

HubSpotAge thresholdRules
Content strategycontent-strategy
Marketing

Reads what's actually selling, picks the angle worth promoting now, and plans a prioritized 30 days.

QuickBooksPayPalSquare
Canva creatorcanva-creator
Marketing

Builds the posting calendar, writes captions for every slot, and generates on-brand visuals.

CanvaHubSpotContent brief
Run campaignrun-campaign
Marketing

Reads sales to pick what's worth pushing, writes the brief and the copy, and stages the assets ready to launch.

HubSpotCanvaQuickBooks

Handle the paperwork

Contracts, hiring, customer problems, and the meta-work of deciding what to hand off first.

Contract reviewcontract-review
Operations

Reads a contract clause by clause in plain words, rates every risk by severity, and returns a redline you can negotiate from.

File uploadDocuSignGmail
Review contractreview-contract
Operations

Reads clause by clause, rates risks by severity, and marks the document up for action. Covered by the same write-up as contract review.

File uploadDocuSignGmail
Job post builderjob-post-builder
Operations

Writes the post with role, must-haves and the sell, builds interview questions with a scoring rubric, and drafts the offer letter.

Your briefOld postTeam context
Customer pulsecustomer-pulse
Customer Service

Pulls tickets, disputes, reviews and email together, finds the recurring themes, and names three fixes worth doing now.

PayPalHubSpotGmail
Customer pulse checkcustomer-pulse-check
Customer Service

Gathers tickets, disputes and reviews, themes what's recurring, and drafts a reply template per theme.

PayPalHubSpotGmail
Ticket deflectorticket-deflector
Customer Service

Reads the ticket and pulls the order and status, drafts a tone-matched reply, and gates any refund behind your approval.

PayPalHubSpotThe ticket
Handle complainthandle-complaint
Customer Service

Pulls the order, history and status, drafts a calm on-tone reply, and names the operational root cause behind it.

Pasted textGmailPayPal
Back office onboardsmb-onboard
Business Intelligence

Connects the tools you actually use, runs a demo on your own data, and captures your business context so everything after it knows who you are.

Your businessYour toolsCadence
Routersmb-router
Business Intelligence

Reads what you actually need from plain English, picks the right one of the 31, and walks you through it step by step.

Plain EnglishA worryOr a file
START WITH ONE

One month. Closed properly. $497.

Thirty-one is a lot to look at. Almost everyone starts in the same place — the close — because it is the one that is costing you evenings right now.