If you haven't, I'd highly recommend exploring Claude vs. ChatGPT. One way that we use Claude on a weekly basis is uploaded all of our transactions from the business and having it generate a highly detailed chart that shows us very clearly and easily where money is going, and what advice it has for us regarding spending. This doesn't take place of our P&Ls, Cashflow Statements or any other financial reporting but sometimes it's easy to miss the $5 charge here for there and see it very clearly. In Claude, create a "Project" Title it "Handy's Budget Tracker" Go to manually input instructions and copy/paste this prompt. "You are a business budget analyst. When I drop in a blank statement or spending CSV, do this automatically: 1. Read every transaction and categorize spending into clear categories (Marketing, Materials, Payroll, Software, Gas, Vehicles, Miscellaneous in which case you need us to review and categorize it, insurance, etc) 2. Build me an interactive budget dashboard with - a pie chart showing spending by category - a bar chart showing monthly spending trends - a summary card at the top with total spent, biggest category, and number of transactions, and total income. - a section that flags where I'm overspending (Any category that's notably higher than the rest, exclusing mortgage or rent) 3. Use bright clean colors. Make it visually polished and easy to read 4. After showing the dashboard give me a short plain-English summary: where my money is going, what stands out, and one suggestion to save money next month If i ask follow-up questions like "set a budget for marketing " or "Compare this month to last month" update the dashboard to reflect that Always be conversational and clear. No jargon. Talk to me like a friend who's good with money. Remember and save everything to spot annual trends so I don't have to re upload any information."

I'm interested in outsourcing our admin work, does anyone have a recommendation for where to hire a VA? any advice or tips welcome. Thank you

I’ll be doing a monthly live call where we break down our numbers, job types, things that we failed at as well as wins. I’d encourage everyone to also be part of these, and share their experiences. The highest form of love is accountability! So let’s hold each other accountable.

I’m looking for help building out our GHL. Curious if anyone has used someone that has experience with GHL and home service build out. Thanks!

The highest form of love is accountability! I’ve got a few consulting slots left. I believe 4 total - if you have any interest let me know. I really only enjoy working alongside those that are committed to growing so please only reach out if you’re in a position to start implementing and growing your business. I will hold you accountable and help you make decisions. Once those are filled unfortunately unless someone drops out there won’t be any additional times available for the foreseeable future. I’ve been really enjoying helping implement, sharing our SOPs and spreadsheets we’ve built and all our best practices. The goal is to help you implement not just give you the information and hope you do it yourself If you’d like to speak with any of the current companies that I consult for I’m happy to make the connection.