The usual problems
What we hear from people like you
Busy all year, still unsure about profit
Retainers quietly drift below margin
Proposals go cold while you deliver
A week with Cashier
What your agents do during the week
Agents work in the background and bring you only what needs a decision.
MONMargin by client: two retainers under 30%. Options drafted.
WEDProposal follow-ups sent after your approval.
FRI28 receipts cleared and coded for Xero.
Recommended setup
The agents and apps to start with
Agents
Cashier
Offer strategist
Sales coach
Bookkeeper
Apps
Stripe ×3
Xero
HubSpot
Google Sheets