You’re the business. The visionary. The everything.
And right now, it’s all a little too much.
You’re running the show (or maybe with one or two part-time helpers) and wearing every hat
The day-to-day is overwhelming—admin tasks, client delivery, marketing… it’s never-ending
You know you need systems and SOPs, but haven’t had the time (or energy) to set them up
Your goals are big—but your calendar is full, and there’s no structure in place to support that growth
You’ve told yourself, “I just need to get organized before I can delegate”—and it’s keeping you stuck
Start Small and Grow Strong with the Right Foundational Support
We designed this Solo Strategist Plan with solopreneurs in mind because your needs are different, and your support should be too!
General Administrative Assistance
For the CEO ready to stop doing everything alone. This package handles the everyday tasks that quietly eat up your week.
Includes:
✅ Inbox management + routine email responses
✅ Calendar scheduling + appointment reminders
✅ Data entry + spreadsheet upkeep
✅ Meeting notes + documentation organization
✅ Documentation and systems support
20 hours / month
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QuickBooks Diagnostic Review
One-time service to assess the health of your books. Perfect if you’re not sure what’s wrong, but know something’s off.
Includes:
✅ Full audit of your QuickBooks Online file
✅ Customized action plan
✅ Optimization suggestions
✅ 1:1 review call to walk you through it
Project Management Startup Plan
For the business owner who are serious about scalability, efficiency, and aligning your long-term vision for success.
Includes:
Custom 90- day goals roadmap
✅ Optimized CRM, project management and communication tools
✅ Team training with role-specific onboarding and leadership best practices
✅ KPI dashboards setups for clear metrics to track and measure progress
✅ Quarterly check-ins to regularly review, refine and scale effectively
3-month committment
*For businesses with existing systems that need refinement
- For businesses starting from scratch: Starting at $5,500/month with a 3-month commitment
- Savings opportunity of 10% when paid in full
From Scramble to Systems
We’ll meet you where you are then build the structure that takes you where you’re going.
Identify the Chaos
We assess where you’re stuck with any admin, finances, systems, or all of the above.
01
Build the Basics
We implement lightweight systems and start taking tasks off your plate.
02
Create Clarity
We build SOPs, reporting rhythms, and simple delegation tools to give you breathing room.
03
Lead Like the CEO
With your backend stable, you can start focusing on vision, growth, and your actual zone of genius.
04
A Strategic Partner for Founders in the Messy Middle
At Colliance, we’ve spent over five years helping early-stage founders get out of the weeds and into their role as leader.
Whether your inbox is exploding, your books are behind, or you feel like you’re the only one holding it all together and we’re here to change that.
Our support isn’t just about ticking boxes. It’s about building a backend that gives you real freedom, financial clarity, and momentum to grow with systems that feel like they were built for you.
Bruce Hewlett
Immaculate Builders Council
Sandy and her team brought about a significant increase in profits and streamlined our business operations through the implementation of efficient systems and enhanced team management.
If you're in the construction industry, consider Colliance OBM your ultimate lifesaver. Their dependable services have not only earned our trust but have also left us thoroughly satisfied. Their strategic business methods and overall business management prowess have been the driving force behind our success. Thanks to Colliance, we've been able to shift our focus to what we do best – building homes for our clients. The stress of handling every aspect of the business ourselves has been alleviated, allowing us to operate more efficiently and deliver exceptional results. We're confident that, just as they've done for us, Colliance OBM can work wonders for your business too.
Your Questions, Answered
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How involved do I need to be?We keep you in the loop with weekly updates and KPI tracking. But day-to-day? That’s on us.
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I’m worried this is just another layer of management…Think of it as relief, not red tape. We simplify communication, tighten workflows, and ensure you’re only pulled in when it counts. No micromanaging required. Just clear leadership and better results.
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Is it really possible to manage this from the outside?Absolutely. In fact, we bring the clarity that often gets lost when you're too close to the day-to-day. With regular check-ins, customized systems, and department-level oversight, we manage from within, just virtually.
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Is this like hiring a full-time COO?Yes, but without the six-figure salary and long onboarding. You get fractional leadership and a full team already trained, aligned, and ready to go.
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What if I already have a team?Perfect. We don’t replace, we lead. We align, manage, and improve performance across your existing team.
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What if I already have an Project Coordinator or Project Manager?Great! We don’t replace them, we provide leadership, structure, and a roadmap to help your entire team thrive.
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How quickly will I see results?Many clients notice improved clarity, communication, and efficiency within the first 30–60 days.
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What makes this different from hiring another team member?This is leadership-level support without the cost or commitment of a full-time executive.
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We’ve hired consultants before and it didn’t work, what’s different here?We don’t disappear after the strategy session. The Momentum Plan includes hands-on implementation, troubleshooting, and ongoing refinement. You’re not left with a plan, you’re supported every step of the way.
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What if I’m behind on months, or years, of bookkeeping?No problem. Our Catch-Up & Cleanup service is made for you. We’ll get you fully reconciled and tax-ready, no matter how far behind you are.
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How do I know your reports will be accurate?We reconcile all transactions and cross-check every detail to ensure your books are squeaky clean, every single month.
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Do I need to understand QuickBooks to work with you?Not at all. We handle the tech side of things so you can focus on running your business, we’ll explain anything you want to know in plain English.
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What if I don’t know what systems I even need yet?That’s our job. We audit what’s working, spot the gaps, and recommend tools that support your vision, not just the latest trend.
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I’ve had bad outsourcing experiences before, how is this different?You’ll feel the difference immediately. Clear communication, proactive project management, realistic expectations, and results that actually show up in your day-to-day business.
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How long before I actually see a difference?You’ll feel the shift within the first few weeks. Most clients notice immediate relief as soon as we map the plan. By week 12, your business won’t just feel better, it’ll function better.
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I’m already overwhelmed. Will it take a ton of time to bring you up to speed?Nope! We’ve got streamlined onboarding and proven systems to get moving quickly, without pulling you deeper into the weeds.
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What if I don’t have my backend systems organized yet?Perfect. That’s exactly why you hire us! We specialize in creating order from chaos, with no judgment, just strategic action.
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Is hiring a bookkeeper really worth the investment?Bookkeeping errors cost you money. Clean books help you avoid IRS penalties, understand your cash flow, and make confident financial decisions.
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What if I just want to know what’s wrong before I commit?Start with our Diagnostic Review. We’ll give you a full breakdown and path forward.
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Will you work with my CPA or accountant?Absolutely. We’ll keep your financials clean and make tax time seamless.
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What if I’m behind on months (or years) of bookkeeping?No problem. Our Catch-Up & Cleanup service is made for you. We’ll get you fully reconciled and tax-ready, no matter how far behind you are.
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Do you offer custom reporting for my industry?We sure do. Whether you need job cost tracking, project profitability, or property-related expense breakdowns, we tailor reports to your business.
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How do I know your reports will be accurate?We reconcile all transactions and cross-check every detail to ensure your books are squeaky clean, every single month.
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Do I need to understand QuickBooks to work with you?Not at all. We handle the tech side of things so you can focus on running your business, we’ll explain anything you want to know in plain English.
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What if I’ve never had a department manager before?That’s exactly why we exist. We bring executive-level leadership without the executive-level overhead, giving you the structure you didn’t know you were missing.
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How involved do I need to be?As much or as little as you like. We handle the day-to-day while keeping you in the loop through reports, leadership check-ins, and aligned strategies.
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Is this too advanced for a business of my size?Not if you’re scaling. This service is built for growing businesses who need expert direction, but aren’t ready to build a full leadership team in-house.
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Will this disrupt my current team or systems?Not at all. We integrate into your existing structure, identify gaps, and build on what’s already working. Your team stays intact, we just help them work smarter.
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How do you track performance?We create custom KPI dashboards and review them with you monthly.
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Is this really hands-off for me?As much or as little as you want it to be. You get expert oversight and a high-touch team without having to micromanage.
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How do you ensure my voice and brand stay intact?We do a deep onboarding process, including brand audits, interviews, and playbook creation, to match your tone, values, and client experience to a T.
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Can I stay involved in key decisions?Absolutely. You stay the CEO, we just take the execution, team management, and bottlenecks off your plate.
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Do I get a dedicated point of contact?Yes, you’ll have a dedicated Department Manager who leads your team and keeps you looped in with clear, consistent updates.
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What if I already have a small team?We can integrate your current team members, manage them, or supplement with our own vetted experts. It’s flexible, and always strategic.
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Will this replace my existing team?Nope. We’re not here to replace, we’re here to enhance. Your team keeps doing what they do best, while we provide the leadership, structure, and optimization to help them do it better (and with less stress).
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Is it really possible to manage this from the outside?Absolutely. In fact, we bring the clarity that often gets lost when you're too close to the day-to-day. With regular check-ins, customized systems, and department-level oversight, we manage from within, just virtually.
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What systems do you work with?ClickUp, Asana, Dubsado, QuickBooks, Gusto, Airtable, Notion, you name it, we’ll optimize it.
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I’m worried this is just another layer of management…Think of it as relief, not red tape. We simplify communication, tighten workflows, and ensure you’re only pulled in when it counts. No micromanaging required. Just clear leadership and better results.
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What if things are already moving fast, won’t this slow us down?On the contrary. Growth without structure creates drag. We help your business move faster and smarter by refining what’s already in motion so you’re not just busy, you’re efficient.
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Do I really need this if things are “okay” right now?“Okay” might be working for now, but it’s rarely sustainable. We help you move from treading water to scaling with intention so your growth doesn’t come at the cost of burnout, bottlenecks, or missed opportunities.
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What happens if we outgrow this plan?That’s a great thing! We’ll help you transition into our advanced offerings like Department Management or Turnkey Support.
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We’ve hired consultants before and it didn’t work, what’s different here?We don’t disappear after the strategy session. The Momentum Plan includes hands-on implementation, troubleshooting, and ongoing refinement. You’re not left with a plan, you’re supported every step of the way.
-
How quickly will I see results?Many clients notice improved clarity, communication, and efficiency within the first 30–60 days.
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Will I lose control if I hand off too much?Not a chance. You’re still the CEO, we just help you stop being the everything-else. With clear visibility, regular check-ins, and systems built around your preferences, you stay fully in charge while we streamline the rest.
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What if I don’t know what systems I even need yet?That’s our job. We audit what’s working, spot the gaps, and recommend tools that support your vision not just the latest trend.
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I’ve tried organizing things before and it never lasts.This time, you’re not doing it alone. We don’t hand you a template and vanish. We customize, build with you, train your team, and stick around until it works.
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How long before I actually see a difference?You’ll feel the shift within the first few weeks. Most clients notice immediate relief as soon as we map the plan. By week 12, your business won’t just feel better, it’ll function better.
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I don’t have a team yet. Is this overkill?No team? No problem. We’ll set you up with the systems now so that when you do hire, your onboarding is smooth, your expectations are clear, and your people are set up to succeed from day one.
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I feel like I should figure this out on my own first…You weren’t meant to build your business solo. Asking for support doesn’t mean you’re behind, it means you’re leading. Smart CEOs know when to delegate so they can grow.
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How do I know you’ll “get” my business and clients?Because we make it a priority. We learn your voice, your standards, and your client expectations before stepping into support mode. You stay the visionary, we keep the brand strong.
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I’m already overwhelmed. Will it take a ton of time to bring you up to speed?Nope! We’ve got streamlined onboarding and proven systems to get moving quickly, without pulling you deeper into the weeds.
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Is my sensitive client and business information safe?Absolutely. We operate under strict confidentiality policies and offer NDAs if needed. Trust is non-negotiable here.
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I’ve had bad outsourcing experiences before, how is this different?You’ll feel the difference immediately. Clear communication, proactive project management, realistic expectations, and results that actually show up in your day-to-day business.
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What if I don’t have my backend systems organized yet?Perfect. That’s exactly why you hire us! We specialize in creating order from chaos, with no judgment, just strategic action.
More Ways We’ve Got Your Back
As your business evolves, your needs do too. These services are here to help you stay aligned, supported, and one step ahead.
