How we work together
The straight answer on the fine print
Before you give anyone access to your business, you should know exactly what you're agreeing to. Here it is in plain language. No surprises.
Non-negotiable
Ownership
Your data stays yours
We connect to your systems to do the work. We never own your data, and you can take all of it with you the day you leave. Full stop.
- ✓ You own 100% of your data, always. We're a caretaker, not the owner.
- ✓ Export everything, anytime, in formats you can actually use.
- ✓ We never sell, share, or reuse your data for anything but running your business.
- ✓ If you leave, we hand it back and disconnect. No hostage-taking.
Access
Scoped systems access, and why we need it
To run your back office, we connect to the tools you already use, at the lowest access level that gets the job done. Read-first, never more than necessary.
QuickBooks / books
To keep your financials clean, current, and readable.
Your CRM / leads
So no lead is dropped and follow-up actually happens.
Marketing & ads
To measure what's working and stop the waste.
Scheduling / jobs
To see capacity, utilization, and on-time completion.
- ✓ Access is scoped to the job. We don't ask for the keys to everything.
- ✓ You can see and revoke any connection at any time.
- ✓ Connections use secure, standard sign-in. We don't store your passwords.
The agreement
Engagement terms, in one breath
A simple engagement, not a trap. You're hiring an operator, not signing your business away.
- ✓ Month to month. Cancel with 30 days' notice, no penalty.
- ✓ No equity. We never take a piece of your company.
- ✓ Flat fee. One predictable monthly number, scoped to your size.
- ✓ Clear scope. What we run is written down, so nothing is fuzzy.
- ✓ Confidential. Everything we see is covered by a mutual NDA.