01
Tool inventory
Every tool, who uses it and what it costs, with overlaps marked.
Turnkey Services One system. Every solution.
Everything behind the business, handled.
Turnkey runs the finance, systems, growth, people, operations and sales work that growing companies and nonprofits outgrow. Pick one service or all six.
One team, not four vendors.
Most owners hire a bookkeeper, a web shop, a recruiter and a consultant, then spend the week connecting them. Turnkey is one team across all six, so the work connects.
01 Six services, one team
Six services. One team.
- Turnkey CFOBookkeeping, payroll, 1099, AP and AR, the monthly close and reporting.
- Turnkey AIAutomations, connected systems, dashboards and data.
- Turnkey GrowthWebsites, search and AI answers, brand, content and social.
- Turnkey PeopleRecruiting, onboarding, training and retention.
- Turnkey OperationsCustomer onboarding, delivery handoffs and admin support.
- Turnkey SalesLead capture, follow-up, pipeline and proposals.
One team. One standard.
Hire one service.
Or all six.
02Turnkey CFO
Books you can trust, every month.
For companies, churches and nonprofits that need clean books, payroll on time and numbers they can act on.
What it fixes
Three ways the books cost you.
- 01
The books run behind
Statements show up weeks late, so decisions get made on guesses.
- 02
Bills and payroll eat the week
Paying vendors, chasing receipts and running payroll land on the owner.
- 03
Nobody explains the numbers
Reports arrive, but no one says what changed or what to do next.
What we do
- 01
Bookkeeping
Every account reconciled and every transaction coded, every month.
- 02
Monthly close
A close on a set calendar, reviewed before it reaches you.
- 03
Payroll
Payroll run on schedule, with approvals done ahead of pay day.
- 04
1099
Contractor records kept all year and 1099s prepared on time.
- 05
AP and AR
Bills paid on approval, invoices sent and balances followed up.
- 06
Reporting
A monthly dashboard with revenue, spending, cash and the trend.
- 07
Reporting and advisory support
Budgets, cash forecasts and a plain read on the numbers, for clients who want it.
- 08
Your CPA, kept in the loop
Books kept tax ready. Tax and legal questions go to your CPA or attorney.
The first ninety days
- First 30 days
Set up
Access, a cleanup plan and the first reconciled month.
- By day 60
Running
Close calendar running, with payroll and bill pay on approvals.
- By day 90
Steady
A monthly dashboard and a review rhythm you can count on.
Revenue, cost and margin
03Turnkey AI
Systems that do the busywork.
For teams that type the same thing into three tools and spend hours on work a system could handle.
What it fixes
Same data, typed twice
Orders, jobs and invoices get retyped from one tool to the next.
Tools pile up
You pay twice for tools that do the same job, and seats sit empty.
The owner can't see it all
Answers live in inboxes, spreadsheets and people's heads.
What we do
02
Connected systems
Records move from inquiry to invoice without retyping.
03
Automations
Repetitive, rule based work runs on its own, with exceptions flagged.
04
AI drafting and research
Drafts, summaries and analysis, with a person checking what matters.
05
Dashboards
One view of the numbers the owner watches every week.
06
Approvals
Nothing sends, pays or deletes without the approval you set.
07
Monitoring
Failure alerts, written docs and a named owner for every build.
08
Data in order
Key records in one place, so anyone can find them.
The first ninety days
- 30daysSet up
A map of your tools and workflows, with the first quick fixes.
- 60daysRunning
The first connections and automations live, each with a review step.
- 90daysSteady
Your dashboard in daily use, with monitoring and docs in place.
Live operating view
04Turnkey Growth
Get found by the right customers.
For businesses with a strong offer and a website, search presence or content that doesn't show it.
What it fixes
The site doesn't sell
Fixed by Turnkey GrowthIt looks dated, loads slow or hides the path to an inquiry.
Invisible in search
Fixed by Turnkey GrowthBuyers search and competitors show up first, in Google and in AI answers.
No idea what works
Fixed by Turnkey GrowthMoney and time go into marketing with no way to trace a lead to its source.
What we do
A fast site with clear service pages and a simple path to inquire.
Search, local listings and how AI answers describe you.
A look and message that stays the same everywhere.
Posts, articles and reels on a steady schedule, approved by you.
What you sell, to whom and why you, clear in ten seconds.
Inquiries traced to their source, so spending follows what works.
Run when they make sense, on a budget that stays yours.
Marketing pointed at the customers worth the most to you.
The first ninety days
- days30 days
Set up
A review of your customers and competitors, and fixes on the path to inquiry.
- days60 days
Running
Service pages, listings and a content calendar live.
- days90 days
Steady
Lead source tracking and a monthly read on what's working.
Where revenue comes from
05Turnkey People
The right people, set up to stay.
For growing teams where hiring is slow, new people depend on the owner to learn the job and good people leave.
What it fixes
Three ways good people slip.
- 01
Roles stay open
Key seats sit empty and the work lands on whoever is left.
- 02
New hires learn by asking
Nothing is written down, so every question goes to the owner.
- 03
People leave quietly
Nobody knows what good looks like, and problems show up late.
What we do
01
Clear roles
Who owns what, written down, with the calls only you make marked.
02
Recruiting
Clear job posts, real candidates and one fair way to compare them.
03
Senior search
Finance, ops and sales leaders, found through Turnkey Recruiting.
04
Onboarding
Checklists, logins and training so new people get going fast.
05
Goals and feedback
Clear goals and a steady rhythm of feedback.
06
Keeping good people
Pay, bonuses and the reasons people leave, looked at closely.
07
Records check
Worker types, policies and records checked. Gaps go to an HR pro or attorney.
08
Enough hands
Hours and skills held up against the work, now and as you grow.
The first ninety days
- days30 days
Set up
A real org chart, the role gaps and your hiring priorities.
- days60 days
Running
Open roles posted, one way to score each one, and a first day checklist live.
- days90 days
Steady
Goals and feedback running, and the people at risk of leaving named.
Candidate board
06Turnkey Operations
Handoffs that don't drop.
For teams where work gets lost after the sale and the plan lives in one person's head.
What it fixes
Promises don't reach delivery
The team learns the scope from the customer, not from sales.
Work waits
Jobs stall between people and nobody sees where.
Admin buries the owner
Inbox, calendar and data entry eat the hours you need to lead.
What we do
What sales promised reaches the people doing the work.
One shared board for jobs, open hours and turnaround.
Each step has an owner and a check at every handoff.
Mistakes and complaints logged, fixed and kept from coming back.
Inbox, calendar and data entry taken off the owner, with VA help.
Purchases approved, tracked and tied to the job.
A weekly view of the work and a backup for every key role.
Customers hear where their work stands without having to ask.
The first ninety days
- First 30 days
Set up
One customer traced end to end and the handoff gaps named.
- By day 60
Running
A handoff path, a job board and the first written steps live.
- By day 90
Steady
A weekly view of the work and a backup for each key role.
Onboarding checklist
07Turnkey Sales
Every lead gets an answer.
For businesses where leads come in, follow-up depends on who has time and the owner is the only closer.
What it fixes
Leads land in one inbox
Fixed by Turnkey SalesCalls, forms and referrals arrive where only one person checks.
Quotes go quiet
Fixed by Turnkey SalesProposals go out and nobody follows up.
The owner is the only closer
Fixed by Turnkey SalesNew work stops the moment the owner gets busy.
What we do
- 01
Lead capture
Every call, form, email and referral lands in one shared record.
- 02
Fast response
Clear owners and response times, with questions that find good fits.
- 03
Pipeline
Defined stages, next actions and a view of what could close.
- 04
Proposals
Clear scope, price logic and next step in every proposal.
- 05
Follow-up
Quotes and appointments followed up on a set rhythm.
- 06
Sales roles
Who sells, who closes and what comes off the owner's plate.
- 07
Repeat work and referrals
Renewals, repeat orders and referral asks on a schedule.
- 08
Win and loss review
Why deals close or don't, read every month.
The first ninety days
- 30daysSet up
Every lead source mapped to one record and response times measured.
- 60daysRunning
CRM stages, a follow-up rhythm and a proposal template live.
- 90daysSteady
Conversion by stage tracked and a renewal and referral plan running.
Pipeline
08 How they connect
Every stage has an owner. It doesn't have to be you.
01Lead
Owned by GrowthPosting, publishing and tracking where inquiries come from.
02Booked
Owned by SalesCallbacks, quote follow-up and CRM updates.
03Served
Owned by OperationsScheduling handoffs and customer status updates.
04Paid
Owned by CFORecording payments, bookkeeping and the monthly close.
05Retained
Owned by People and OperationsCheck-ins, review requests, renewals and the team behind them.
Swipe for every stage →
AI connects every handoff. People staffs every step.
09 Proof of build
Real systems, running every day.
Screens from systems Turnkey built and runs for clients, filled with sample data for a fictional company so no client's numbers are shown.
Client financial dashboard
The whole month,
one screen.
More Turnkey builds
Statements, live views and approvals.
- Cash over time
Cash over time Every bank balance, month end by month end. - Live growth view
Live growth view Recurring revenue and clients, week by week, updated on its own. - Bill pay portal
Bill pay portal One form for bills and reimbursements, routed for approval. - What moved the line
What moved the line Every new account and fee change, dated. - Revenue, cost and margin
Revenue, cost and margin Four years of revenue and cost, with the margin under it. - Cash collected
Cash collected Collections each week with a four week average.
Real Turnkey builds shown with sample data for a fictional company. Not client results.
Clients In their words
What clients say.
Turnkey CFO clients, quoted as published on turnkeycfo.com.
Really encouraging to see everything tied out at the bank and the adjustments all traced. Great work.
Phenomenal working with Turnkey CFO. Our finances have never been clearer.
You have LITERALLY changed my life… there is Jesus, then my wife, then you!!
THANK YOU SO MUCH!! I have been looking for a true finance partner like this!
You have been unbelievably helpful!! THANK YOU.
Christy Executive Director · Village of Hope MauiThanks Ricky. You're the best.
Tawnya Village of Hope MauiThank you so much!! This is all great. I really appreciate it!
Alexandra Owner · Soularis
Clients Who we work with
Trusted by 35 organizations.
Companies, churches and nonprofits that work with Turnkey now or have in the past.
All six One plan
Want every service under one partner?
Turnkey Launch puts all six services under one accountable operating partner, for companies and nonprofits doing $1M to $10M. One offering among the rest, for owners who want the whole back office handled together.
10 Who it is for
Built for leaders in every industry.
Companies, churches and nonprofits with a real team, real customers or members, and more work than the leaders can carry.
Churches and nonprofits
More room for the mission: donors thanked on time, staff and volunteers organized, books ready for the board.
See the page→
Trades and construction
Bids followed up, jobs handed off, change orders paid.
See the page→
Healthcare practices
Inquiries answered, schedules full, collections tracked.
See the page→
Retail and e‑commerce
Orders, inventory and cash in one view.
See the page→
Hospitality
Bookings, staff schedules and margins in hand.
See the page→
Professional services
Proposals out faster and every client onboarded the same way.
See the page→
Manufacturing
Quotes, POs and job costs connected.
See the page→
Agencies and studios
A pipeline that doesn't depend on the founder.
See the page→11 How it starts
Clear terms from day one.
Phases overlap on purpose. Timing follows your priorities, access and decisions.
The first ninety days
- Month 1Set upAccess, a map of the work and the first fixes.
- Month 2BuildThe agreed systems go live and your team learns them.
- Month 3SteadyReal use, weak spots fixed, procedures written.
- OngoingRun and improveWe keep running the work and report every month.
The terms
Who leads
Ricky West, founder, accountable for every service we run for you.
Who does the work
A Turnkey team on each service, using the systems we build and run with you.
How it's scoped
A written agreement for each service, with the work and deliverables spelled out.
What you keep
Every account, system and document we build, plus a handoff if we part.
What we don't do: No tax filing, no legal advice, no IT or security work and no guaranteed results.
01Can we start with one service?
Yes. Start with the one that hurts most and add more when it helps.
02How is it priced?
Each service is scoped in a written agreement. We talk through scope and price on the intro call.
03Who owns what you build?
You do. Accounts, systems, files and procedures are yours, and you get a handoff if we part.
04Do you guarantee results?
No. We agree on the work and the deliverables up front and report on it every month.
05Do you do taxes or legal work?
No. We keep your records ready and work alongside your CPA or attorney.
06Do you work with churches and nonprofits?
Yes. We serve churches and nonprofits, from fund accounting to volunteer onboarding.
07Where are you based?
Austin, Texas. We work with clients across the United States, fully remote.
Next Fifteen minutes
What are you still carrying personally?
Fifteen minutes with Ricky on what's taking your time and which service fits first.