The Ops Pilot · Flat $500 · 5 business days
Built for owners who run the business all day and the books at midnight. You send three QuickBooks exports. I send back a clean month and a collections chase ready to fire.
What you send
Three QuickBooks exports. About 10 minutes of your time, with step-by-step instructions provided.
What you get back
How it works
1
Start below (two minutes), or book a 15 minute intro if you'd rather talk first. Within one business day you get click-by-click export instructions and the invoice: flat $500, due on receipt, refund-backed.
2
Export. Three QuickBooks reports, about 10 minutes at your desk. Your 5-day clock starts the moment they land in my inbox.
3
Receive everything in 5 business days, walkthrough included.
The guarantees
Fair questions
Is my data safe?
The work happens on my own paid account, your files are deleted within 7 days of delivery, and I'll sign an NDA happily before you send a single file. I only ever take exports or read-only access. I never get write access to your books.
We already have a bookkeeper.
Keep them. I clear the backlog and prep the close so their billable hours drop, and the chase list is work bookkeepers rarely touch.
Why only $500?
Pilot pricing while I onboard my first SF clients. It's refund-backed, and the price goes up once the case studies exist.
Is this AI doing it?
AI does the heavy lifting, I review every line, and you approve every email before anything sends. Ten years of doing this manually is the quality bar it has to beat.
Could you just do this every month?
Yes. $500 a month: I close your books and refresh your chase list every month. Cancel anytime. The pilot is how we both find out it's worth it.
What's out of scope?
Tax filings and tax advice (I'm not a CPA and I say so), payroll, and multi-month historical cleanup. The pilot covers one entity, one month, up to about 50 open invoices, with 2 revision rounds.
Start the pilot
Within one business day you'll get the export instructions and the invoice: flat $500, due on receipt, refund-backed. If you change your mind before sending the exports, just say so and we tear up the invoice.
Got it. You're in the queue.
Check your inbox within one business day: you'll get click-by-click QuickBooks export instructions and the invoice (flat $500, due on receipt, refund-backed). Your 5-day clock starts the moment your exports land.
Want to move faster? Grab 15 minutes on my calendar and we'll confirm fit on the call.
Who's behind it
I'm Franz Tan, ten years running workplace operations for high-growth companies, with budgets to $5.5M. The full story, and the larger engagements, live on the homepage.
Start the pilot