Your local partner for stress-free business management
Struggling with admin, finances, or growth? I implement tailored and sustainable business systems so you can focus on what you do best, increasing profitably. Let’s start with a free analysis.
The Assist
Running a small business shouldn’t mean drowning in spreadsheets, missed leads, or financial guesswork. I specialise in streamlining operations, from CRM setups to cash flow tracking, so you can reclaim time and confidence.
How It Works
Diagnose
We’ll pinpoint what’s holding your business back.
Whether it’s leaking revenue from poor lead tracking, time wasted on manual tasks, or financial blind spots.
You’ll leave with:
A clear snapshot of your biggest operational gaps.
2–3 priority actions to tackle first.
Start with a free 30-minute analysis call
to map your pain points.
Implement
I’ll build systems tailored to your goals.
Designing and deploying solutions specific to your business, such as:
CRM setup: Automate lead follow-ups so no enquiry slips through.
Financial workflows: Real-time expense tracking and profit reports.
Tools training: Hands-on guidance so you feel confident using new systems.
Track
Monthly reviews ensure you see progress. No more flying blind. Your systems evolve as you do.
Monthly check-ins ensure:
Metrics that matter: Lead conversion rates, profit margins, or hours saved.
Tweaks as needed: Scaling automations or refining processes.
Long-term strategy: Aligning ops with your next big goal.
Solutions
Get organised with core systems so nothing falls through the cracks.
Streamline
For sole traders or new businesses needing foundational systems.
Includes:
CRM setup including basic lead/client tracking.
Financial admin: Expense categorisation + monthly profit/loss report.
2 hours/month of ad-hoc task support including email management, calendar organisation.
Optimise
For established businesses ready to scale efficiently.
Includes:
Advanced CRM workflows including automated follow-ups, lead scoring.
Financial management: Bookkeeping + cash flow forecasting
Project management system setup e.g., Asana/Trello.
5 hours/month of strategic support.
Turn chaos into clarity—convert more leads and track growth.
Your backstage crew. We handle the ops so you can focus on vision.
Elevate
For businesses scaling rapidly or needing hands-off management.
Includes:
End-to-end business ops: CRM, finances, and client experience audits.
Custom automations (e.g., invoicing, on-boarding sequences)
Weekly check-ins + 10+ hours/month dedicated support
Quarterly strategy reviews
The Assist exists to help small businesses thrive through streamlined systems and smart automation. With over a decade of hands-on experience across industries like hospitality, healthcare, and construction, its founder brings practical expertise to every client challenge.
A self-described Swiss Army knife of operations, they specialise in selecting the right digital tools to improve efficiency without sacrificing customer connection. Their obsession with AI and automation helps businesses reduce overheads while maintaining a personal touch. A knack for spotting financial gaps and operational inconsistencies means no problem goes unresolved.
This isn’t about theory—it’s about real-world solutions that free business owners to focus on growth. At The Assist, success is measured by your results, not just the systems behind them.
Ready to build systems that work as hard as you do?
Every business owner deserves this kind of freedom. Let’s find out how we can create it for you.
The Problem: A Thriving Business Buried in Chaos
Jamie loved running her coastal café—the busy mornings, the regulars who felt like family, the pride of serving food made from local ingredients. But behind the scenes, her passion was drowning in disorganisation. Missed phone orders piled up as scribbled notes, unpaid invoices haunted her bookkeeping, and the "quick" weekly stock-take always stole half her Sunday.
The harder she worked, the more profit seemed to slip through her fingers. She knew her café could grow if she could just get ahead, but every time she tried to tackle the mess, she ended up right back where she started: exhausted, frustrated, and no closer to her dreams.
The Solution: Clarity, Systems, and Time to Shine
That’s where The Assist stepped in. Within a month, Jamie’s café had tools and workflows that turned chaos into calm:
A simple digital ordering system transformed her avalanche of scribbled orders into automated, foolproof reminders—so no customer ever fell through the cracks again.
Financial dashboards replaced her shoebox of receipts, highlighting exactly where every dollar was earned and spent—including spotting a supplier overcharge that had been draining her budget for months.
Best of all, Jamie finally had time: time to chat with customers, time to experiment with new menu ideas, and—for the first time in years—time to take a full weekend off without guilt. The café wasn’t just surviving; it was thriving, with revenue up 40% and Jamie’s confidence soaring alongside it.
Reach Out
What Could Your Business Achieve with the Right Support?
Operations & Systems Management
Document and streamline business processes
Implement project management tools (Asana, Trello, ClickUp)
Set up CRM systems (HubSpot, Salesforce, Dubsado)
Automate workflows (Zapier, Make, Pipedream)
Manage standard operating procedures (SOPs)
Tech & Tools Management
Software research, onboarding, and training
Tech stack integration (e.g., connecting email + CRM + billing)
Troubleshooting tech issues (liaising with developers)
Data migration and cleanup (databases, spreadsheets)
Financial Administration
Bookkeeping and expense tracking
Invoice processing and accounts payable/receivable
Financial reporting (P&L, cash flow forecasts)
Budget monitoring and cost optimisation
Tax preparation support
Client Experience & Communication
Client onboarding/offboarding processes
Customer service system setup (Help Scout, HubSpot)
Feedback collection and experience audits
Contract and proposal template standardisation