SMB Tech Squad
TechnologyFinanceCompliance

The strategy big companies get,
the software to make it real.

One team that sets your growth plan, builds your own operating system to run it, and supports it with fractional experts in finance, tech, and compliance.

or Call us

9:41Business Operating SystemPWA · any device
Dashboard4 practitioners active
Ongoing sessions
6
Practitioners
4
Forms today
12
Alerts
1urgent
Ongoing sessions
Maya R.
Physiotherapist
Client: A. Singh
Room 2 · Notes
Daniel K.
Physiotherapist
New intake
Room 1 · Assessment
Projects
Active
Scheduled
Active
XLSclients_FINAL_v7.xlsx
XLSpayroll_2024_old.xlsx
DOCinvoices(3).docx
XLSroster_copy_copy.xlsx
DOCcontracts_scan.docx
XLSbookings_MASTER(2).xlsx
XLSexpenses_shoebox.xlsx
XLSpricelist_v12_FINAL_FINAL.xlsx
DOCwaivers_scanned_old.docx
XLSstaff_schedule_CONFLICT.xlsx
XLStaxes_2023_FINAL(4).xlsx
XLScustomer_list_OLD_dont_use.xlsx
XLSbudget_draft_v9.xlsx
DOCmeeting_notes_scan_2.docx
XLSinventory_count_march.xlsx
XLShours_tracker_broken.xlsx
DOCpolicies_2019_UPDATE_ME.docx
XLSemail_list_copy.xlsx

Payroll due Friday??

Bookkeeping backlog: 3 months

Tax deadline in 9 days

Client no-show. No reminder went out

Double booked Tuesday 2pm??

Forgot to send the event emails

Where's the receipt for that?

Timesheets still on paper

Who has the latest price list?

Chase the deposit AGAIN

Reschedule Wednesday ×3

New hire paperwork half done

Password for the booking site??

Print, sign, scan, email, repeat

Quote promised last Tuesday

Stock count in a notebook

Certification expires next month?

Sunday night = paperwork night

Backup? What backup?

Referral leads never followed up

Call the accountant back

GST filing due when??

Update prices on the website

Wrong invoice sent to wrong client

Fix the booking link AGAIN

Staff group chat = official records

Waiver forms ran out

Petty cash doesn't add up

Instagram DMs unanswered ×12

Google reviews: reply someday

Printer out of ink AGAIN

Where is the supplier contract?

Overtime hours on a napkin

Gift cards tracked in my head

Vacation requests via text

Compliance notice

Privacy policy outdated. Response required.

Warning

Marketing claim outside industry standards.

Event sign ups

12 paper registration forms to retype.

Invoice #204 unpaid 30 days

Chase again? Third reminder this month.

Card payment failed

Subscription #3 of 11 needs updating.

Domain renewal overdue

Website goes down in 5 days.

New 1 star review

“Nobody ever replied to my emails.”

Missed calls (4)

Voicemail box is full again.

App #9 wants a login

Another subscription, another password.

Payment overdue

Supplier invoice 45 days late.

Storage almost full

Files spread across 3 drives.

Sync failed

Calendar and bookings out of step.

Business license renewal

Expires this month. Forms on paper.

Contact form down

Broken for 6 days. Nobody knew.

Quotes going to spam

Clients never saw the last three.

Unsaved changes lost

Roster gone. Redo it from memory.

Inbox (147)

9 clients waiting on replies.

yourbusiness.com
Doesn't work on mobile

Any Of This Sound Familiar?

Now you're expected to grow
with none of the tools growth requires.

01

Nobody to plan the growth with

Strategy consulting starts at six figures and doesn't return calls from a 12 person business. So the growth plan lives in your head, worked on at 11pm.

02

Software that doesn't fit

Custom quotes come with an extra zero, so you rent a dozen generic tools instead. They force your business into their mold, and nothing talks to anything.

03

Experts you can't hire

A full time CFO, CTO, or marketing lead doesn't fit a small payroll. So the owner does five jobs, and four of them get the leftovers.

04

Flying blind

No dashboards, no real financial picture, numbers scattered across apps and spreadsheets. Decisions get made on gut feel because that's all there is.

“Big companies get strategy firms, custom systems, and a bench of specialists. Small businesses get apps. We exist to close that gap. Real strategy work, software built around your business, and experts on demand, at a price a small business can say yes to.”

Jeffrey

SMB Tech Squad

What we do

Your whole business,
on one screen.

Every engagement ends the same way: with a system of your own that runs the work. It starts empty. Scroll, and watch it fill in the way it does for our clients.

your businessPWA · any device

Empty, for now.

01 · First Impression

It starts with a website that works.

Built to sell and serve: your site, your bookings, your client portal. It goes live fast, stays cared for, and quietly brings you customers while you work.

yourbusiness.comPWA · any device
Live, cared for, and bringing in customers

02 · Automations

Then the busywork runs itself.

Bookings turn into invoices, unpaid invoices chase themselves, and the weekly numbers compile on their own. The system does the follow up, so nobody has to remember.

AutomationsPWA · any device
New bookingInvoice drafted
Invoice unpaid 7 daysReminder sent
Friday, 5pmWeekly report compiled
Running while you sleep; nobody has to remember.

03 · Business Operating System

Then the whole business
moves in.

The Business Operating System runs the day to day: CRM, internal communication, task management, roster, automations, reminders, and the admin work that used to eat your evenings.

Business Operating SystemPWA · any device
CRMRunning
Internal communicationRunning
Task managementRunning
Roster managementRunning
AutomationsRunning
RemindersRunning
AdminRunning
Hoursof admin and documentation work, gone every week

04 · Finance

Then your money starts talking.

CFO Insights puts cash, invoices, and margins on one dashboard, with fractional finance people, accounting and bookkeeping included, working inside it. You stop guessing and start deciding.

CFO InsightsPWA · any device
Cash in
Invoices
12 open
Margin
Burn rate
Cash flow
Watched by fractional finance people

05 · Compliance

Then everything ships compliant.

Every industry has rules about what you can say and sell. We build your website, marketing, and sales copy inside them: privacy policy, terms of use, and the professional standards your business answers to, checked before anything goes live.

CompliancePWA · any device
Privacy policyCurrent
Terms of useCurrent
Marketing & sales copy1 phrase flagged
Industry standardsCompliant
Checked against your industry's rules before it ships.

The Support

Three divisions.
One team behind your business.

Technology

Builds and evolves your system

Websites, the CFO Insights app, the Business Operating System: designed, built, hosted, and kept moving as your strategy changes.

  • Your C-SaaS, designed just for you
  • PWAs that run on any device
  • Evolved continuously, not shipped once

Finance

Your finance, streamlined

Accounting, bookkeeping, and fractional CFO work, done inside your own numbers instead of a stranger's spreadsheet.

  • Bookkeeping and accounting handled
  • CFO level visibility on cash and margin
  • People who already know your business

Compliance

Your industry's rules, handled

Privacy policies, terms of use, and marketing and sales wording kept inside the professional standards your industry answers to.

  • Privacy policy and terms of use kept current
  • Marketing and sales copy reviewed
  • Checked against your industry's standards

New Revenue Lines

When your strategy finds a new way to earn,
we build it.

Every new line runs on the same system, and everything we build is a PWA: it installs like an app and works on desktop, tablet, and phone.

E-commerce store

Sell products online, end to end, on your own site.

Paid resources

Courses, templates, and know-how your clients pay for.

SEO content

Social posts and blogs that get you found.

Our Process

From idea to live in weeks, not months.

We move fast without cutting corners. Our three-phase approachkeeps you in the loop every step of the way.

9:41Business Operating SystemPWA · any device
Dashboard4 practitioners active
Ongoing sessions
6
Practitioners
4
Forms today
12
Alerts
1urgent
Ongoing sessions
Maya R.
Physiotherapist
Client: A. Singh
Room 2 · Notes
Daniel K.
Physiotherapist
New intake
Room 1 · Assessment
Projects
Active
Scheduled
Active
1

Strategy sprint, free

We sit with your leadership and set the growth plan: where the business goes next, the revenue lines you're not selling yet, and the system it will take. It costs you nothing.

2

Build

We design and build your operating system around the strategy, in short sprints you see weekly. No invoice while we build.

3

Go live & grow

Billing starts the day your system goes live. From there we evolve the system and refresh the strategy as the business changes, with our experts a message away.

Let's talk about
your business.

30 minutes, no pitch. Tell us what is slowing you down, and we will show you what your business looks like running on its own system.