Services
Start with the problem, not the service
Find the situation that sounds like yours. Each one can be a single project or an ongoing monthly arrangement, and most start small: one system, one tool, one problem.
Your business has outgrown the way you're running it.
I've started companies, bought them and merged them, so I've rebuilt the back office more than once. The goal is a setup that fits the company you are now, not the one you were five years ago.
Processes & workflow
- Review how work moves from quote to invoice
- Find and fix the bottlenecks
- Standard procedures your team can follow
Accounting & quoting
- Choosing between QuickBooks, Zoho Books, Xero and Odoo
- Setup for quoting, invoicing, purchasing and inventory
- A workflow your accountant can actually use
Purchasing & suppliers
- Supplier terms and purchasing practices
- Inventory and reorder habits
- Matching payment terms on both sides
Reporting & setup
- A short list of numbers you check every week
- New company setup and governance documents
- Banking, insurance and vendor basics
Sounds like you if you're the bottleneck, jobs fall through the cracks, or your systems were set up years ago and never revisited.
You're running things on spreadsheets, email and memory.
Off-the-shelf software is built for everyone, so it fits no one well. I build focused web tools around how your people already work, then keep them current so they don't go stale.
Trackers & pipelines
- Job, project and request trackers
- A clear status and next step for every item
- Shared so the whole team sees the same thing
Dashboards
- Your key numbers pulled into one view
- Weekly scorecards instead of digging for data
- Simple enough to check from a phone
Information hubs
- For when people keep asking questions your website should answer
- Works like an app on phones, with alerts when something new is posted
- Meetings, agendas and a clickable project map, easy for staff to update
Websites & upkeep
- Fast, clean sites that work on phones
- Contact forms that land in your inbox
- Monthly updates, fixes and a local person to call
Sounds like you if important information lives in one person's head, or your customers, members or residents can't find answers on their own.
You're good at what you do, but the market doesn't know it.
Most businesses in industrial and local markets have a thin website and almost no video, which means even simple, steady effort stands out. I run two YouTube channels myself and handle the production.
Sales process
- Target customer definition and lead lists
- Sales process and pitch coaching
- Follow-up habits that don't depend on memory
Website & advertising
- A website that explains what you do in plain words
- Advertising plans sized to a small budget
- Search basics so local customers can find you
Video & content
- Product walkthroughs and how-to clips
- Short explainers your sales team can send
- Starting a channel or podcast the right way
Sounds like you if your best customers come from word of mouth and you'd like a few more ways to be found.
You're thinking about buying or selling a business.
I've bought two companies, merged them into a third, grown the group and sold my interest. That's the experience I bring to owners on either side of a deal, working alongside your attorney, accountant and broker.
Getting ready to sell
- What a buyer will look at, and what to fix first
- Cleaning up the books, processes and paperwork
- Reducing how much the business depends on you
Evaluating a purchase
- A practical look at operations, customers and suppliers
- Questions to ask before you sign
- Spotting problems the financials won't show
After the deal
- Folding an acquisition into your operation
- Combining systems, accounting and people
- Keeping customers and staff through the change
Sounds like you if you're planning an exit in the next few years, or you've found a business to buy and want an operator's opinion first. I advise; I don't act as a business broker.
Industrial sourcing
A specialty, not a side note
Viper continues to supply industrial distributors with globally sourced conveyor systems and components, along with private label, import support and distributor sales help.
Don't see your exact situation?
Describe the problem and I'll tell you honestly whether I can help, and what a sensible first step looks like.