Partners are the sales team
New work comes in only when partners have time.
Turnkey Services For professional services firms
Proposals out faster. Every client onboarded the same way.
For consulting, legal, design and advisory firms where the partners do the selling. Proposals go out on time and every new client starts the same way.
01 Where work stalls
Three places the week leaks.
Proposals take too long
Each one starts from scratch and goes out late.
Onboarding is uneven
Every client starts a little differently.
02 Six services, one team
What the team runs.
- Turnkey CFOBilling, utilization reporting and the monthly close
- Turnkey AIWorkflow automation and a firm dashboard
- Turnkey GrowthContent and referral programs that bring the right clients
- Turnkey PeopleHiring, training and capacity planning
- Turnkey OperationsA repeatable client onboarding path
- Turnkey SalesPipeline, proposals and follow-up
You keep: Client relationships, engagement decisions and professional judgment.
One team. One standard.
Hire one service.
Or all six.
03 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
04 One path
One path, owned end to end.
- Referral or inquiry
- Fit call
- Proposal
- Signed
- Onboarded
- Renewed
05 A good fit
Is this you?
- ✓5 to 50 people
- ✓Clients who come back or renew
- ✓Partners who still do the selling
- ✓Partners ready to make decisions weekly
Clear terms
What you keep.
Who leadsRicky West, founder, accountable for every service we run for you.
Who does the workA Turnkey team on each service, using the systems we build and run with you.
How it's scopedA written agreement for each service, with the work and deliverables spelled out.
What you keepEvery account, system and document we build, plus a handoff if we part.
06 How it starts
The first ninety days.
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.
Questions
01Will you touch our client work?
No. We work on your firm. Your team keeps doing the client work.
02Can we start with one service?
Yes. Start with the one that hurts most and add more when it helps.
03Do we have to use your software?
No. We start with the tools you already pay for.
Next Fifteen minutes
See what fits.
Fifteen minutes with Ricky on one bottleneck in your organization and which service would start on it.