Automate the back office that's capping your growth.
We find the leaks in invoicing, follow-up, and forecasting done by hand. Then we build the automations that fix them and keep them running, so your growth is never capped by admin.
- $133K annual salary savings
- 112% close-rate lift
- Month-end in an hour, not a weekend
Trusted by owner-led teams
Triano Appraisals·Invictus Medical·Rejuven8 Med Spa
Invoice queue
- INV-2041Acme Co$4,200
- INV-2042Northwind$1,150
- INV-2043Vertex$880
- INV-2044Blue Ridge$1,940
- INV-2045Cedar & Co$640
Cash-flow forecast
Lead follow-up
Automated- Website formRepliedCall booked
- Quote requestWaiting 2dFollow-up due today
- ReferralRepliedProposal sent
Illustrative
Avg. hours saved / mo
42
Tools we use
The systems we build with
Make
Zapier
n8n
QuickBooks
Xero
Stripe
OpenAI
ClaudeWhat we fix first
The same three leaks most clients walk in with.
Manual data entry and reporting wraps around all three. We start there because that is where the time and money is actually leaking.
Invoicing & payment chasing
Invoices sent late, followed up by hand, payments tracked in spreadsheets. Cash sits uncaptured for weeks.
Lead response & follow-up
Leads come in and slip through the cracks. No one owns the reply window, so the hot ones go cold before anyone calls them back.
Cash-flow forecasting
You only see cash flow clearly after the fact. Decisions get made on gut feel instead of a forward-looking number.
The real cost
How much is manual work costing you?
Add up the hours your team spends on the back office every month. This is what that work is actually costing you, before anything is automated.
Tell us where the hours go
Your manual work cost
Example - adjust the sliders to your business.Total manual hours
Invoicing, leads & reporting
Monthly cost
50 hrs x $75/hr
Cost breakdown by category
Annual cost of manual work
$45,000
$3,750 x 12 months
Estimate only, based on your inputs. A diagnostic gives you a priced automation plan for your actual systems.
Who it is for
- Owner-led professional or home service business
- $750K to $5M annual revenue
- 5 to 30 people on the team
- Still tangled up in the back office with manual invoicing and follow-up
Who it is not for
- Pre-revenue startups
- Large companies with in-house finance and ops teams
- Businesses that just want a cheap website
You don't need a full-time CFO or ops team. You need the systems a bigger company has, sized for a business your size.
They should be built by someone who will actually implement them, not just advise on them.
How it works
From first call to running system.
- 1
Free 30-min discovery call
We talk through where you are losing time and money today. No pitch, no commitment. You decide if there is a fit.
30 minutes, no commitment
- 2
Diagnostic, $1,500 fixed fee
We review invoicing, cash flow, lead follow-up, and manual hours, then hand you a written plan with priced options. You keep it either way. If you book your implementation sprint within 14 days, the full $1,500 diagnostic fee is credited toward your sprint.
You keep the plan either way
- 3
Implementation sprint, from $5,000
We build the agreed scope: automations, integrations, and workflows. Scope and price are agreed before work starts, with no open-ended hourly billing.
Scope and price agreed before work starts
- 4
Retainer, from $2,000 / month
We monitor, maintain, and improve what was built, and add new automations as your business changes. Starts with a 3-month initial term, then month-to-month with 30 days notice. Software and usage costs billed separately at cost.
Month-to-month after 3 months
Where possible, you own your own accounts, so nothing is locked to us.
We implement the AI and automations ourselves - you don't need to know how to start, that's what the diagnostic is for.
Pricing
Clear prices, agreed before work starts.
No open-ended hourly billing. Software and usage costs are billed separately, at cost.
Diagnostic
We find the leaks and hand you a plan.
- Review of invoicing, cash flow, lead follow-up, manual hours
- Written plan with priced options for what to build first
- If you book your implementation sprint within 14 days, the full $1,500 diagnostic fee is credited toward your sprint
Implementation sprint
We build the automations from your plan.
- Automations, integrations, and workflows built to the agreed scope
- No open-ended hourly billing
- Scope and price locked before work starts
Retainer
We keep it running and improve it.
- Monitor, maintain, and improve what was built
- Add new automations as your business changes
- Month-to-month after initial term, 30 days notice
Results
What clients say after the work is done.
"Month-end reconciliation went from a full weekend to about an hour. They automated invoicing, expense tracking, and billing without touching the analysis clients actually pay me for. I get my weekends back, and I finally have time for the commercial work I'd been turning down."
Triano Appraisals, LLC
Real Estate Appraiser
Before & after
"Clever Consult rebuilt our website from the ground up. They were responsive and easy to communicate with throughout the entire process and we love the website they built for us. Highly recommend."
Invictus Medical
Medical Devices
"Clever Consult ran a Facebook ad campaign to drive traffic to the grand opening of our new location. Their ads knocked it out of the park! We couldn't be happier!!"
Rejuven8 Med Spa
About us
Founder-led, remote-first, built to implement.
Clever Consult is a founder-led, remote-first consultancy, founded by two friends, Taylor on the US side and Grifin on the EU side. Taylor started on Wall Street and worked in fintech. Grifin has worked for large international consulting firms. Taylor leads the work day to day. We work with clients across the US and EU, remotely.
- 2
- founders
- US + EU
- clients across two regions
- Remote first
- across the US and EU
- Implement
- not just advise
Book your free call
Pick a time for your free 30-minute discovery call.
We review invoicing, cash flow, lead follow-up, and manual hours, then give you a written plan with priced options. You keep the plan either way.
Choose a day
Weekdays only. Times shown in US Eastern (ET).
Choose a time
Pick a day to see available times.