Your success team,
from the ground up

Smarter systems. Sustainable growth.
One trusted partner to drive your vision forward.

BIG PICTURE

Build success with real data

Entrepreneurs who make their first hire see higher sales growth in the preceding period than business owners who do not hire.1

READ ABOUT
Results

Growth management, redefined

Foundation and Focus

For new businesses and professionals building structure from the ground up.

  • Checkmark Operations Setup & Workflow Design
  • Checkmark Budget & Cash Flow Frameworks
  • Checkmark Knowledge Base & SOP Development
  • Checkmark Strategic planning sessions
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Systems and Scale

For businesses ready to streamline, delegate, and scale operations.

Includes everything in Foundation and Focus, plus

  • Checkmark Project Management
  • Checkmark Team & Talent Support (hiring, onboarding, coordination)
  • Checkmark CRM Optimization & Client Journey Mapping
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Vision and Velocity

High-touch management for scaling businesses that need clarity, insight, and execution support at every level.

Includes everything in Systems and Scale, plus:

  • Checkmark Executive-Level Ops & Strategy Support
  • Checkmark Full Tech Stack & Automation Audit + Implementation
  • Checkmark Ongoing Workflow Optimization
  • Checkmark Mortgage Readiness Guidance for Founders (where applicable)
  • Checkmark Customizable options and features
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POWERFUL FEATURES

Here’s all the good stuff

Reliable system

From direct integrations with card networks and banks to checkout flows in the browser, we operate on and optimize at every level of the financial stack.

50+ integrations

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Intelligent optimizations

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Intuitive design

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TESTIMONIALS

What our clients say

"Keoni is a master at what he does! Every business needs a Keoni!"

Alcon Construction Mahea Alcon

"He helped organize my start-up and continues to impress with his tools and resources."

Jen Co Hair Jen Eslit

"Working with Keoni is like working with a friend who knows what you need and when you need it."

Century 21 iProperties Hawaii Justine Pantohan

Common Questions & Answers

What kind of businesses do you work with?

We work with startups, small business owners, and professionals — especially those in growth mode or needing stronger systems.

What makes you different from a virtual assistant or bookkeeper?

We take a strategic, management-level approach that goes beyond task execution. You get insight, structure, and hands-on support across business operations, not just admin or numbers.

Do I need to be “ready” before working with you?

Not at all. Whether you're starting out or scaling, I meet you where you are and help build a clear path forward.

Can you help if my business is a bit messy or unorganized?

Yes! That’s actually where we do my best work — bringing clarity and structure to moving parts and big ideas.

1. Coad, A., Nielsen, K., & Timmermans, B. (2016b). My first employee: an empirical investigation. Small Business Economics, 48(1), 28. https://doi.org/10.1007/s11187-016-9748-3