For adjacent advisors

For referral partners who already have trust with the right businesses.

I do not replace your bookkeeping, CFO, lead-generation, or leadership work. I take the workflow layer when follow-up, handoffs, and owner visibility are the real problem inside a service business.

Best fit: service businesses with workflow drag between office and field Approval-gated by default One workflow at a time, not broad AI consulting

Who this is for

  • Bookkeepers and fractional CFOs whose clients have messy numbers because the office workflow is messy first
  • Growth agencies or call-capture partners whose clients generate demand but still drop the ball after the lead arrives
  • EOS or leadership advisors whose clients have structure but still leak daily follow-through between people and systems

Send a client to me when...

  • The owner is still the routing layer for too much office work
  • Follow-up is slipping between inboxes, callbacks, PM notes, and memory
  • The team gets value from ChatGPT, but nothing is built into the workflow
  • Estimates go out and then quietly die
  • After-hours work creates a messy next morning
  • Recurring reminders still depend on one person remembering everything

What I actually install

Estimate follow-up

Keep quotes from dying quietly after the first send without allowing autonomous external sending on day one.

Inbox triage

Turn overloaded inboxes into a cleaner queue with drafts, reminders, and internal routing notes.

Morning brief

Give the owner or ops lead one useful view of what still matters before the day gets noisy.

After-hours cleanup

Turn yesterday’s emergency or service carryover into one usable next-morning operating view.

I refer out when...

The real problem is finance

Bad books, poor job costing, weak cash-flow forecasting, AR structure, or WIP reporting belong with the bookkeeping or CFO partner first.

The real problem is demand

Not enough inbound demand, weak call capture, poor local visibility, or no estimate pipeline in the first place belongs with the growth partner first.

The real problem is leadership structure

Leadership misalignment, unclear accountability, missing scorecards, and weak meeting rhythm belong with the EOS or leadership partner first.

Best joint-fit scenarios

The cleanest fit is when the numbers, meetings, or lead flow are already under pressure because the workflow behind them is still too manual. That is where I fit without competing with the partner who already owns trust.

Simple partner rule

If the problem is upstream workflow follow-through, send them to me. If the problem is finance, demand generation, or leadership operating system design first, I will send them to the right partner.

Email Blake Audit outline