Service
We run the boring stuff that runs your business.
For founder-led businesses under $25M in revenue. Trades, home improvement, professional services, healthcare, anyone where two people are running a clean shop, a great reputation, and paperwork held together with duct tape. We take the admin work off the kitchen table so the people who built the business can go do the work they built it for.
A minute on what EquitiFy Ops actually does for a founder-led business.
The frame
That is real time. It adds up to real money.
None of it is the work the founder actually went into business to do.
You did not start a roofing company to chase down receipts. You did not open a clinic to spend Saturdays sorting bank slips. You did not pour twenty years into your craft so you could rewrite the same estimate from scratch every Monday morning.
We take that work off the kitchen table.
There is almost always 150 to 200 hours a year of admin time hiding in a founder-led business. That is real time. It adds up to real money. None of it is the work the founder actually went into business to do.
That is what we fix. We run the back office on a steady rhythm so the people who built the business can spend their week selling the work, doing the work, and going home. Same craft, same family, same reputation, with less running around.
What this looks like
These are not case studies. They are the kind of small wins we set up in the first month, in plain words.
One guy was driving to the bank two, sometimes three times on every job just to deposit checks. We got him set up so his clients could pay him from their phone. Money hits his account the same day. He got an hour back per job and stopped losing deposit slips in his truck.
Another shop, the wife was rewriting the same estimate from scratch every single time. New customer, new Word doc, retype the whole thing. We built her one she fills in with three things: name, address, price. Took her bid time from a half hour to three minutes. On 40 bids a year that is a full work week of her life back.
A guy had every receipt from the year sitting in a shoebox in his truck. His wife spent every Saturday morning sorting them and typing them in. We showed him how to snap a picture of each receipt with his phone the day he buys the stuff. It goes straight into the books. She got her Saturday back. He got fewer fights at home.
An older couple ran a great shop, but every time a customer called two years later asking what color they used, they had to dig through paper files for an hour. We put a one-page sheet at the end of every job. Color, brand, materials, who was on the crew. Now when the phone rings, the answer takes 30 seconds.
And those are just the small wins. Most companies we work with see a real improvement in their bottom line inside the first year, because the saved hours turn into more jobs, and the cleaner paperwork turns into fewer headaches that cost money.
Who this is for
Two trucks, a great crew, and a stack of receipts in the cab. You are booked solid and still doing payroll on Sunday night. You need someone who runs the office side so you can run the job site.
You serve clients all day. The bookkeeping is two months behind. Calls are going to voicemail. The bids you should be sending out are sitting on a sticky note. You need a back office that runs without you in it.
Revenue is climbing, the team is forming, and the office side is held together by spreadsheets and a part-time bookkeeper. You need a layer that grows with you, not against you, before the cracks become problems.
What we do
Pick the ones that hurt the most. We can run all five or any combination.
Bookkeeping, monthly reconciliation, and receipt capture, so the shoebox in the truck stops being your accounting system.
Call answering, scheduling, and missed-call follow-up, so leads stop slipping through and customers stop hearing voicemail at 4:15.
Estimates, contracts, change orders, warranty docs, and certificates of insurance, so the right document is ready before the customer asks.
RFP support, proposal writing, and win-loss tracking, so the bigger work you qualify for actually goes out the door on time.
Renewal tracking and a compliance calendar, so nothing lapses and no job is held up because a card expired.
The math
Less admin time means more billable time.
More billable time means more revenue.
Saved hours and saved trips add up to real profit at the end of the year.
Same craft, same family, same reputation, just with less running around.
How we work
Diagnose, Design, Install, Sustain. Every phase carries a commitment from the framework, so the method is the same standard we hold ourselves to.
In the first two weeks we map the current state of the back office across five pillars. We collect access, audit what is in place, and write a punch list of what is broken, missing, or at risk.
We design the engagement to the right tier and assemble the delivery team. Bookkeeper, HR support, receptionist, and certification specialist all get a written brief on your business before any of them touch your work.
We install the operating rhythm. Books closed by the 10th of the following month. Payroll on its schedule. Calls answered. Handbook signed by every employee. By Day 30 the back office is running on a published cadence.
We sustain the system on a monthly cadence with a fixed business review. Every quarter we step back and look at whether the operating layer is supporting the strategy you are running.
Pricing
First payment includes a one-time setup. Recurring runs at the listed monthly or yearly rate. Yearly is offered at a small discount to monthly twelve.
Starter
First payment adds $350 setup, then $495 per month.
Starter revenue band
Growth
First payment adds $2,000 setup, then $2,400 per month.
Scale
First payment adds $4,500 setup, then $6,500 per month.
Accessibility tracks
Pay as You Grow uses a lighter cadence with the same partner. Earn-In waives the setup fee in exchange for a twelve month commitment. Grant-funded slots are reserved each cohort. Pricing reflects our commitment to small operators without compromising margin or quality.
Setup fee waived in exchange for a twelve month commitment. Early exit carries a $990 fee that recovers the waived investment. Talk to the partner to start.
Apply for Earn-InUp to twenty percent of each Starter cohort is reserved for grant-funded seats. Limited availability. Apply through the partner.
Apply for grant trackHonest margin note. Starter operates at twenty two to thirty four percent margin. Growth operates at roughly forty two percent partner-led. Scale operates at fifty five to sixty percent partner-led. Prices are set so the work stays good and the firm stays healthy.
Start here
Three things. Your name, your business, and the one thing that wastes the most of your week. Nothing else.
A real person reads what you wrote and replies in one business day. If you would rather call, 925.222.5598.
Two illustrative engagements
Composite scenarios assembled from EquitiFy practice patterns. Names, sectors, and exact metrics have been altered to protect client confidentiality.
Questions
Three tiers. Starter is $350 setup and starts at $495 per month for solo operators and businesses under $250K in revenue, banded to $545 and $595 as revenue grows. Growth is $2,000 setup and $2,400 per month for $250K to $5M businesses. Scale is $4,500 setup and $6,500 per month for $5M to $25M. Below those numbers we have three access tracks that can bring the entry point as low as $200 a month. We publish our pricing because you deserve to know what you are buying before a sales call.
Coordination. You get one account manager who runs the bookkeeper, the HR support, the receptionist, and the certification work as one team. You do not have to be the project manager for your own back office. You also get the strategic consulting layer that ties the operating work back to the decisions only you can make.
All tiers are month-to-month by default. We offer a 5% discount for annual prepayment and an Earn-In option that waives the $350 setup fee in exchange for a 12-month commitment at Starter. Both are available, not required.
We have three access tracks. Earn-In waives the setup fee in exchange for a 12-month commitment, bringing your first month to $495. Pay as You Grow ties the monthly fee to a percentage of verified revenue, starting at $200 per month for businesses under $60K a year. The Grant-Funded Track partners with Women's Business Centers, MBDA Business Centers, and CDFI partners to cover eligible clients in full or with a small co-pay. Ask on the fit call which track fits your situation.
We keep your books clean and hand off to a tax preparer at year end. We do not file your taxes directly. If you do not have a CPA we will recommend one.
Federal certifications (WOSB, EDWOSB, 8(a), HUBZone, SDVOSB) are free to apply for and included in Growth and Scale tiers. Private certifications (WBENC, NMSDC) have annual fees that pass through to the client at cost. We handle the application, the documentation, and the renewal cycle.
Yes. We can either integrate with your existing providers or replace them. Most clients find that consolidating into one team removes coordination overhead and lowers total spend.
Most owners want a quick read on what their books need before they commit. Send us three sentences. We will tell you what we would fix first.
