A PRODUCTIZED MONTHLY RETAINER FROM HOSS AUTOMATION
The Small Business AI Concierge
An always-on AI operating layer for the small business owner. Cash, customers, and operations — monitored, summarized, and acted on. Without hiring anyone.
What this fixes
Most small business owners spend their evenings chasing invoices, sorting through email, and worrying about cash. The work that grows the business gets pushed to next week. Again. The Concierge ends that cycle.
- “I don’t know my cash position right now.” — Your books are weeks behind. Bank balance doesn’t include AR or upcoming bills. Decisions get made on gut feel.
- “Invoices stay open too long.” — Polite reminders feel awkward. Late customers slip further. AR creeps up while the bank balance creeps down.
- “I’m drowning in email and missing the important stuff.” — The customer complaint, the renewal, the lead worth a call — all buried under noise.
- “My CRM is a graveyard.” — Contacts are stale, deals have rotted in pipeline, no one has time to clean it up.
- “Month-end is a fire drill.” — Categorizing transactions, flagging mismatches, writing a P&L narrative the accountant can use — it eats a Saturday every month.
What’s included
Every Concierge engagement covers four pillars. Depth of each pillar scales with your tier.
Cash & Bookkeeping
Rolling 30/60/90 cash forecast. Invoice chase drafts ready to send. Month-end reconciliation against your payment processors. Accountant-ready close packet. Quarterly tax organizer.
Sales & Customers
Daily lead triage with call list and talking points. CRM auto-maintenance. Weekly customer pulse. Tone-matched drafts for every complaint, ticket, and refund.
Owner Rituals
Monday Brief in your inbox. Friday Pulse end-of-week. 25th-of-the-month cash heads-up. Quarterly business review. You never wonder when the next touchpoint lands.
Heavy Lifts
Plain-English contract review with redline. Hiring packets — job post, interview guide, offer letter. Ad-hoc analyses answered with your own data, not a generic spreadsheet.
Delivery cadence
Hoss runs on a rhythm. You always know when the next touchpoint lands.
| Cadence | When | What you get |
|---|---|---|
| Monday Brief | Mon morning | Cash position, sales last week, pipeline movement, week ahead, top three to-dos |
| Friday Pulse | Fri afternoon | Revenue vs. prior week, top sellers, wins and watches, anything that needs attention before Monday |
| 25th Heads-Up | 25th of month | 30-day cash outlook plus anything that needs attention before month-end |
| Monthly Close | 1st of month | Reconciliation report, P&L narrative, accountant-ready close packet |
| Quarterly Review | 1st of quarter | Presentation-ready PDF: revenue trend, margin trend, customer health, top opportunities and risks |
| Ad-Hoc Asks | On request | Email or text a question, receive a same-day or next-day answer using your own data |
Three tiers
Each tier scales with your headcount and complexity. Pricing shared in your discovery call.
Starter
Solo owner · 1–3 employees
Monday Brief and Friday Pulse, monthly cash flow snapshot, invoice chase drafts, month-end close packet, quarterly review.
Standard
Small business · 4–10 employees
Everything in Starter, plus daily lead triage, CRM upkeep, customer pulse digest, unlimited invoice chase, content and campaign engine, margin analysis.
Premium
Growth-stage · 10–25 employees
Everything in Standard, plus daily morning brief, contract review queue, hiring packet support, custom monthly automation build, dedicated channel, quarterly strategic deep-dive.
What you’ll need
Hoss layers on top of the tools you already use. You don’t need to change software.
- Accounting: QuickBooks Online, Wave, or comparable. Pre-QuickBooks owners welcome — we can start with your existing ledger.
- Payment processor: at least one of Stripe, PayPal, or Square.
- Email: Gmail or Google Workspace preferred. Outlook and M365 supported.
- CRM (optional): HubSpot Free or above. We’ll set this up as part of onboarding if you don’t have one.
Three steps. Two weeks to first brief.
Discovery call → service agreement signed and tools connected → first Monday Brief lands the following Monday morning.