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Services

Support built around your business.

I start by understanding what you need, then bring together the right support from my trusted Arizona network. We agree on the scope and responsibilities around your project.

01

Handled Operations

Provider and software reviews, inventory and vendor support, practical AI help, and membership and package development.

Explore Handled Operations
02

Brand Activations

Put your business in front of local people through store opportunities, events, and community connections.

Explore Brand Activations
03

Accounting

Connect with trusted Arizona accounting expertise suited to your business.

Explore Accounting
04

Maxwell Trained

In-person staff training, handbooks, onboarding guides, and SOPs built around your business and your team.

Explore Maxwell Trained

Handled Operations

An extra hand on the business side.

The systems, providers, and everyday processes behind your business should work for you and your team. We help you evaluate what you have, compare your options, and develop practical tools for the way you work.

Payroll support & provider reviews

Compare payroll costs, support, and fit.

We help you take a closer look at your current payroll provider and decide whether it still fits your business. If you need a new provider, we can research alternatives and compare them with you. Reviewing your fees, service, and options could uncover hundreds or even thousands of dollars in annual savings, depending on your current costs and the provider that fits your needs.

  • Evaluate your current provider, service, and costs
  • Compare features, support, and the needs of your team
  • Help you find a provider that fits your business and budget
  • Experience with ADP, Gusto, BBSI, Paycor, and Paylocity

CMS reviews & software comparisons

Choose software around the way you work.

We’re familiar with many types of CMS systems and can help you compare and contrast your options. We look at how your current system supports your work and what another system would offer.

  • Review your current CMS against your business needs
  • Compare functionality, cost, ease of use, and support
  • Explain the tradeoffs so you can make an informed choice
  • Broader software experience includes Meevo, Mindbody, and Zoho

Booking systems that fit your business

Make booking easier for customers and staff.

Are you using the right booking system, or ready to try something new? We help you evaluate your current setup and compare alternatives around how your customers book and how your team manages the schedule.

  • Review the booking experience for your customers and staff
  • Compare scheduling needs, features, costs, and compatibility with your other systems
  • Work through the tradeoffs of keeping your current system or trying a new one

Our experience with booking and related business software includes Jane, Meevo, Salesforce, and MDware.

Payment processor reviews

Understand fees, terms, and payment options.

We can help you evaluate how your business accepts payments and compare payment processors around your needs. We look at the costs, features, and everyday experience for your team and your customers.

  • Review processing fees and provider terms
  • Compare payment options and compatibility with your other systems
  • Help you choose a processor that fits how you do business

AI assistants for everyday work

Put practical AI tools to work day to day.

We help you find practical ways to use AI assistants for your day-to-day tasks. We start with the work you want help with, then help you choose and use tools that fit your business.

  • Identify everyday tasks where an AI assistant could help
  • Get started with drafting, organizing information, and planning
  • Learn how to give useful instructions and review the results

Memberships, packages & service offerings

Build offers that support repeat business.

We help you develop what your business offers and how customers choose it. That can mean introducing a membership model, building service packages, or refining your current offerings around your customers and business goals.

  • Evaluate whether a membership model fits your services and capacity
  • Develop packages, pricing, and clearly defined inclusions
  • Plan how to introduce the offer and support repeat business

Inventory, ordering & vendor relationships

Get clearer counts and stronger vendor routines.

We help you develop inventory and ordering processes that give you a clearer picture of what’s on hand, what you need, and what it costs. We can also build relationships with vendors and negotiate deals on your behalf around the priorities you set.

  • Develop inventory counts, receiving, and recordkeeping processes
  • Organize ordering routines and replenishment decisions
  • Build vendor relationships and negotiate pricing and terms on your behalf
  • Where applicable, compare recorded inventory with physical counts to track shrink accurately for your location

Your business comes first.

We don’t work exclusively with any software provider. Our recommendations are based on what’s best for you and your business—your goals, your budget, and the way your team works.

Talk about your operations

Brand Activations

Put your business in front of people locally.

Give people a chance to meet you, experience your product, and connect with your business in person. We work to find local opportunities that put your brand in the stores and crowds where it can reach the right people. We also bring experience hosting events and developing activities designed to generate revenue from them.

Build on the connections we both bring.

Turn local connections into opportunities.

We start with our connections and yours, then make new ones around the opportunities that fit your business. Together, we explore relationships with local stores, event organizers, and community partners who can help bring your product to more people.

  • Identify useful introductions in our existing networks
  • Build new relationships with local businesses and organizers
  • Explore store placements, pop-ups, and opportunities to demonstrate your product

Find the right stores. Reach bigger crowds.

Find suitable stores and community gatherings.

We work toward opportunities in the largest suitable stores and local gatherings we can reach, with your audience and product in mind. The goal is to help you make real local connections and build your product’s presence in the community.

  • Match opportunities to the people you want to reach
  • Plan how to introduce your business and showcase your product
  • Coordinate the agreed activation with you and participating partners

Parties, events & open houses

Give each event a clear business purpose.

Whether you’re hosting an open house, planning a party, or promoting your business at an event, we help turn the occasion into a useful business opportunity. We work with you on the experience, promotion, and activities that give guests a reason to connect and buy.

  • Develop the event concept around your audience and goals
  • Plan promotion through your connections, ours, and participating partners
  • Develop product demonstrations, event offers, or package and membership sign-ups
  • Plan customer follow-up and measure the event against its goals

We’ll agree on the approach, responsibilities, and budget around the opportunities available to your business.

Talk about local opportunities

Maxwell Trained · A division of Maxwell Group

Turn the way you work into training your team can use.

We come into your business, learn how the work gets done, and develop training tools and standard operating procedures (SOPs) around your people and processes. We also deliver in-person staff training, whether you want to focus on your own business processes or broader business and sales topics. We agree on what you want your staff to learn and build the session and materials around those goals.

In-person staff training

Build a session around your team’s goals.

Sidney comes into your business and conducts a full training session for your staff, tailored to the topics and skills you want to cover.

  • Training on your business’s processes and everyday work
  • General business and sales topics
  • A session developed around your team’s learning goals

Staff handbooks

Create a shared reference for your workplace.

We develop a handbook that gives your team a shared reference for how your business works, the expectations you set, and where to find important information.

  • Organize your existing policies and workplace expectations
  • Document roles, responsibilities, and everyday guidance
  • Build a usable reference around your business

Training & onboarding tools

Help new hires learn with clear guidance.

Give your team a clear way to learn their roles, understand expectations, and find the information they need while they work.

  • Onboarding guides for new team members
  • Training materials tailored to specific roles and tasks
  • Practical reference tools for your existing team

SOPs & everyday checklists

Document repeatable steps and handoffs.

Capture the steps behind your everyday work so people have a shared reference for completing tasks and handing work over.

  • Step-by-step standard operating procedures
  • Checklists for recurring tasks and responsibilities
  • Clear handoff instructions between roles

We start by understanding your business and agree on the processes, roles, and materials to cover.

Talk about training your team

Accounting

The right expertise for your numbers.

Connect with trusted Arizona accounting expertise suited to your business. We start with the support you need, then discuss the right introduction and scope.

Discuss accounting support

Ways to start

Start with a Working Session. Go deeper with a Growth Audit.

A one-chair salon and a fifty-truck plumbing company don't need the same thing. Same eyes, same method — different depth, different price.

Free · 20 minutes

Let’s start with a chat.

Book a free 20-minute conversation to tell me about your business and what you need help with. I’ll recommend whether a 90-minute Working Session is a useful next step for you.

Book a free 20-minute chat

Any business size · 90 minutes · Initial call

The Working Session

$250

One focused conversation about the thing that's actually in your way, and a written page of what to do about it. For solo operators, new businesses, and anyone who wants a straight answer before committing to more.

  • 90-minute call, just you and me
  • I look at whatever you want me to look at first
  • A one-page plan with specific next steps
  • Credited in full if you move up to the Audit
Arrange a Working Session

Established businesses · Two weeks

The Growth Audit

$2,500

A focused review of your operations, marketing, accounting, and sales. I look at how the business runs and help you identify the priorities, with a written plan and estimates of impact where the data supports them.

  • A separate, deeper review beyond the initial call
  • Review of available financial and operating information
  • Conversations with you and relevant team members
  • An in-person visit where location and scheduling allow
  • Review of relevant competitors
  • Written Growth Plan and a walkthrough of the findings
  • Custom key performance indicators (KPIs) tied to your goals
See what's involved

Owners who want ongoing help move to a monthly arrangement after the Audit. That's a conversation for later — never a condition of starting.