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Services · Bozeman, MT

Applied Operating System(AOS)

From Latinapplicare, operari, systēma

  1. To fold the work of many parts into one whole.
  2. In a business: one system on top of QuickBooks, the inbox and the tools already there. It does the admin and tells the owner where things stand.

“I automated my first business and sold it. Now I build the same system for business owners in Bozeman.”

Carson Csikos
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Services in Bozeman, MT

The deliverables

Everything I can set up

Back Office

The admin your team does every day, done for them.

  • Recurring client orders placed automatically, easy to change
  • Invoices sent when the job is done
  • Unpaid invoices followed up
  • Vendor bills entered and matched to jobs
  • QuickBooks kept in sync
  • Reminders and reschedules by text
  • Crew schedules texted each morning
Works with
QuickBooksBill.comRampStripeSquare

Reporting

Know where things stand without asking.

  • A morning brief in your inbox
  • One dashboard across your tools
  • Job profit, quoted vs. actual
  • Cash-flow warnings before they bite
  • Ask “what did we bill last week?” and get the answer
Works with
QuickBooksProcoreToastSlackGmailOutlook

Data & Internal Tools

Customers, jobs and money in one list. Tools that fit how you work.

  • A CRM set up, or yours cleaned up
  • One customer list across every tool
  • Your tools connected so they share data
  • Contracts, receipts and statements, searchable
  • Data moved out of old systems and cleaned
  • Apps built for the job nobody’s software does
Works with
HubSpotGoogle DriveOneDriveExcelGoogle SheetsJobber

Leads & Sales

Every person who reaches out gets an answer.

  • Missed calls texted back
  • Leads answered the same hour
  • Customers book themselves
  • Quotes and estimates sent from your phone
  • Customer portals and online order forms
Works with
GmailOutlookGoogle CalendarHubSpotJobber

Marketing & Outreach

More work from the customers you already have.

  • Review requests and replies
  • Past customers brought back each season
  • Email and text campaigns
  • Referral asks after a good job
Works with
Google reviewsHubSpotSquareToast

Website & Search

Get found, look the part, get paid online.

  • A fast website that looks like your business
  • Show up in Google and in AI answers
  • Branded email on your own domain
  • Online payments by card or bank transfer
Works with
StripeSquareGoogle WorkspaceMicrosoft 365

Don't see your software? Ask. Most of it connects.

Every build includes training, hosting and monitoring. When something breaks, I fix it.

How your business changes

Organize

Every tool, and what every person knows, in one place your whole team can see.

  • Your tools feed one CRM or dashboard. Nobody types the same thing twice.
  • What each person knows gets written down where everyone can find it.
  • Your team spends less time hunting and more time doing the work.
Before and after
BeforeAnswers live in five apps and three people’s heads.
AfterOne dashboard. Anyone finds it in seconds.

In my first business, orders, customers and invoices lived in one place.

Automate

The work your team repeats every day and every week, done on its own.

  • Paperwork, scheduling and routine math run daily or weekly without anyone starting them.
  • No one digs through a spreadsheet to find one number.
  • Things you couldn’t do before, like customers placing and changing their own recurring orders.
Before and after
BeforeHours every week go to paperwork, schedules and spreadsheets.
AfterThose hours go to the work you hired people for.

When an order changed, every system updated, my team heard about it, and the changes were made. No one touched it.

Grow

A custom system that brings in more leads and turns more of them into customers, without adding employees.

  • Every customer hears back fast, every time.
  • Reviews get asked for after every sale, not when someone remembers.
  • People searching for what you do find you, on Google and in AI answers.
Before and after
BeforeGrowth is capped by how many hours you and your team have.
AfterFollow-ups, reviews and outreach keep running while you work.

I went from 7 wholesale accounts to 14 without hiring for it or working longer hours.

Know

See what’s happening on the ground from wherever you are.

  • A live dashboard across the whole business that updates itself.
  • Trends and projections, so calls get made on numbers.
  • Ask for any report in a sentence and have it in seconds.
Before and after
BeforeYou find out what happened after it happened.
AfterYou see it as it happens, and where it’s heading.

My dashboard ran the business. I knew the margin on every burrito, every week, and could see where things were heading.

Start with a free audit.

I look at how your business runs and tell you what I’d build first.