You built a great business. The back office is starting to crack.
We help $2M–$20M service businesses find and fix the operating gaps that slow cash, hide margin leakage, create manual work, and keep too many decisions running through the founder.
The Cash & Capacity Assessment
For $2M–$20M service businesses that are growing but losing time, margin, and visibility to manual workflows.
Find where cash is delayed, margins leak, work gets duplicated, and systems stop supporting the business.
The systems that got you here aren't built for where you're going.
Revenue is steady. The team is good. But cash is delayed, margins leak, work gets duplicated, and systems stop supporting the business. Sound familiar?
Invoices crawl out the door.
Print, mark up, retype, send. Completed work does not become cash fast enough.
The office is drowning in admin.
Job notes, receipts, approvals, status updates, and follow-ups live across too many places.
Margins are hard to see.
Labor, rework, scope changes, and non-billable drag show up too late to fix.
If one person is gone, it stalls.
The business depends too much on memory, escalation, and founder involvement.
Earn the next step. Every time.
No long contracts before we understand the problem. Each step is earned by clarity, fit, and useful work.
Intro Call
We talk through what is broken and whether this is the right fit. If it is not, I will say so.
Assessment
Working sessions with the people who run the business. We map how work moves from sales to billing to cash, then identify the gaps slowing the business down.
Proposal & Plan
If the assessment surfaces work worth doing, you get a phased proposal. Scope, timeline, price, and priorities are clear.
Build & Operate
We build the systems, train the team, and make sure the process works in the business, not just on paper.
Software only helps after the workflow is clear. The assessment determines what should be fixed, automated, integrated, or left alone.
A $5M Boston-area electrical contractor. Eight weeks. Phase 1.
Family-run electrical contractor. Strong reputation, steady demand, and real operating complexity. The assessment found that the biggest opportunity was not more selling. It was compressing the path from completed work to invoice, reducing manual admin, and giving ownership visibility into what was stuck, aging, or at risk.
See what your back office is costing you.
Estimate how delayed invoicing, manual admin, and scattered handoffs may be affecting cash, margin, and management time.
These are directional estimates, not guarantees. Actual results depend on volume, adoption, billing practices, labor cost, collections performance, and operational complexity.
That's an estimate. The assessment builds the real number from your data — and tells you exactly which fixes are worth doing first.
See the assessment →Commercial service businesses that are growing faster than their systems.
Sometimes the answer is software. Sometimes it is clearer ownership, better intake, cleaner documentation, or a simpler workflow. The point is to fix the operating gap in the right order.
- Revenue$2M–$20M, with strongest fit around $5M–$30M depending on complexity.
- IndustriesCommercial trades, field services, specialty contractors, professional services, agencies, managed services, and B2B operators.
- SituationRevenue is growing, the team is busy, but cash, margin, handoffs, and visibility are becoming harder to manage.
- SystemsQuickBooks, Jobber, ServiceTitan, CRMs, spreadsheets, inboxes, shared drives, and other tools that no longer connect cleanly.
- Founder patternThe founder or senior operator is still the control tower for too many routine decisions.
Let's see if we're a fit.
Drop your information below. I'll review what is breaking, what is likely worth assessing, and whether D1Ops is the right fit. If it is not, I will point you in the right direction.
No automated sales sequence. No generic newsletter. Just a practical next step.