Partners & Pros We Recommend

Derrick Biggs helps companies start and expand their benefit packages, increase employee engagement, and improve benefits communication. Beyond the coverage itself, he provides benefit and employee management software at little to no cost to the company. The result is a stronger, better-understood benefits program that doesn't strain the budget. Colonial Life serves businesses across the U.S., excluding New York.

Tracy Melvin provides business and employment law services to companies that need a legal partner who actually understands their world. Her firm brings extensive experience in the construction and home services industries, taking a consultative, proactive approach that gets ahead of problems instead of just reacting to them. They take the time to learn your business so the legal support fits how you actually operate. Melvin Law Offices serves clients nationwide.

Tim Wright builds custom websites engineered to show up in AI search for service businesses. Each site is designed in Framer—fast, distinctive, made to convert, never a template with your logo dropped in. But a great site is only half the work. Yatsar handles the part most agencies ignore: making sure you actually get found. That means SEO that earns rankings, GEO that gets you cited when AI tools answer questions about your industry, and the systems behind both. Design that looks the part, marketing that brings the work in. Based in Marietta, Georgia. Working with clients by referral.

Dan Dollevoet helps business owners understand their numbers so they can make better decisions. Through fractional CFO services, he handles budgeting, forecasting, cash flow management, financial reporting, KPI tracking, and strategic financial guidance, the kind of clarity that improves profitability and drives growth. He specializes in service-based businesses doing $2M to $20M in annual revenue, and works remotely with clients nationwide.

Darren Crosby helps business owners get access to capital, from $25K to $5M and beyond. That includes traditional debt, angel and venture capital, and private equity. As a 20-plus-year entrepreneur himself, he knows the challenges of growing and scaling a company firsthand, not from a textbook. He works with owners across all 50 states.

Rick Walters helps small business owners build retirement plans that actually fit how their business runs. He specializes in 401(k) and profit-sharing plans, plus the protection most owners overlook: buy-sell and key person insurance. It's a corner of financial services few advisors touch. Most chase larger accounts and skip the small business market entirely. Rick built his practice around it. Based in Georgia and working with referred clients in any state, he brings the kind of attention that gets crowded out at bigger firms.

WorkWell Nexus helps businesses build stronger people processes that support better business results. Through practical HR consulting, leadership development, coaching, Maxwell DISC assessments, and team workshops, we help small businesses, growing teams, and established organizations improve communication, reduce people risk, and strengthen leaders and teams.

Robin Siegel helps owners of trades and home services businesses — HVAC, plumbing, electrical, roofing, restoration, and related fields — sell the companies they spent decades building. He represents owners exclusively, so his interests stay aligned with yours: the right buyer, the right terms, a clean process, and a price that reflects everything you've built. Robin believes the best exits start years before the sale, and through Heartland's Exit Readiness Program he helps owners build value long before going to market. He works with owners nationwide.

Mia Hannah helps home service businesses stay top of mind with their customers through professionally written, fully managed newsletters. At TouchPlus Marketing, every issue is branded, done-for-you, and built to boost your brand, deepen customer relationships, and keep your phone ringing — without adding to your to-do list. It's consistent communication that builds trust, generates referrals, and earns repeat business. TouchPlus serves home service providers nationwide.

Todd Lennig provides bookkeeping and tax services for small businesses, with packages that scale from categorization and reconciliation all the way up to managing accounts payable and receivable. A QuickBooks Online Certified partner, he keeps your books clean, current, and ready when you need them, with reports delivered at the start of every month. The promise is simple: responsive service and work that's done completely, every single month. Southern Tier serves small businesses across the service industries.

William Blake built per4mance.io on real-world construction experience, not Silicon Valley guesswork. It's a time tracking and bonus incentive system that gives contractors real-time clarity and compliance, helping them drive results while cutting costs. Backed by a company with 82-plus employees in home services, the platform knows the trades because it comes from the trades. per4mance.io serves contractors across the United States, Canada, and Australia.

Patrick Elliott brings 21-plus years of enterprise marketing and sales experience in software, healthcare, and financial services, and channels it into winning revenue plans for smaller companies. Through Four Cross Advisory, he helps clients adopt marketing-led growth systems — strategy development, brand building, demand generation, customer marketing, and operations. The strategies that scaled the big players get adapted to fit businesses doing $1M to $25M in revenue. Four Cross serves companies across the US in professional services, manufacturing, healthcare, technology, and the trades.

Chelsea Fusselbaugh leads TradeEngage, the only enterprise-level referral and payments platform built exclusively for home services. Instead of overpaying lead marketplaces, companies get two low-cost channels in one place — B2B referral partnerships and customer referrals — with automated payouts, built-in CRM, and AI voice agent integrations that put referral programs on autopilot. Backed by a database of more than a million companies, it's a trust-based community on a mission to cut marketing spend and keep more money in the home service ecosystem. TradeEngage serves home service businesses nationwide.

Shani Anderson is a CPA with a master's in accounting and more than 20 years of experience — a rare depth of expertise for bookkeeping work. Through Not Just CPAs, she provides QuickBooks Online bookkeeping for service-based companies, including new account setups, monthly recurring bookkeeping, and catch-up and clean-up services. She'll also pick up the phone to talk things through, and has financing available for larger projects. Not Just CPAs serves clients nationwide across the US.

Jamie Petter brings 25-plus years of executive HR leadership from companies like Coca-Cola, Compass Group, and Chico's FAS to founder-led businesses that need to scale. Through Culture Grid HR, she provides fractional HR leadership, strategic people planning, and practical support that strengthens structure, accountability, and trust across an organization. It's senior-level talent strategy and organizational clarity in a founder-friendly model — without the cost of a full-time executive. Jamie works with growing businesses anywhere.

Erin Bergstrom owned, scaled, and sold a home service business before building SRB Business Development — so she understands what works, what doesn't, and what growing companies actually need. She provides marketing and operations consulting that helps small to mid-sized home service businesses reach big goals through practical, affordable guidance. It's advice from someone who has sat in the owner's seat, not just studied it. SRB serves home service companies across the US.

Mike Albuquerque and the team at Bear Double build premium websites that help businesses stand out and connect with their audience. Based in Marietta, Georgia, they pair custom website design and development with branding and local SEO, reframing each client's message so it's simple, clear, and consistent. A structured discovery-to-execution process keeps every project aligned on goals, budget, and timeline from day one. Bear Double serves businesses across the greater Atlanta area and the US.