“When does that expire?”
The date is on a PDF in someone’s inbox. You find out it lapsed when a customer, an insurer or the county tells you.Every date tracked in one place.
Small business compliance. Included with every engagement.
Never miss a renewal.Let the system remember.
Licenses, insurance, certificates, permits and training all expire on their own schedule. Most small businesses track them in a spreadsheet, a calendar and somebody’s head.
With any signed engagement, we set up an automated compliance workflow, a $1,200 value at no charge, that tracks every deadline, reminds the right person before it lapses and keeps the proof on file, so you are ready the moment an inspector, insurer or customer asks.
Track it. Remind it. Prove it.
Where it goes wrong
Nobody forgets on purpose. They just forget.
“Send me your COI.”
A general contractor or venue needs proof today, and you spend the morning digging through email to find the current one.Proof is one click away.
“Who handles that?”
The person who used to track renewals left. The reminders left with them, and nobody noticed until something was due.Reminders go to a role, not a person.
Included with your engagement
Set up in one session. Yours to keep.
A $1,200 value, included at no charge with any signed engagement. Built on the tools you already have, with no new subscription, and it keeps running after the engagement ends.
01 / Track
One Register
Up to 25 licenses, policies, certificates and permits in one list, with its owner, its expiry date and its current status.
02 / Remind
Escalating Reminders
Automatic notices at 60, 30 and 7 days. If nobody acts, it goes to you before it becomes a problem.
03 / Store
Proof on File
The current certificate lives on the same line as the deadline. Old versions are kept, so you can show history too.
04 / Report
Monthly Status Email
What is current, what is coming up and what needs attention, delivered to your inbox on the first of every month.
What’s included
- Included at no charge with any signed engagement. Valued at $1,200.
- One compliance register with up to 25 tracked items.
- Reminders at 60, 30 and 7 days, escalating to you if nobody acts.
- A monthly status email and one setup session.
- Built on tools you already have. Yours to keep when the engagement ends.
- Changes or additions after setup are billed at standard rates.
When someone asks
An inspector asks for proof.It takes one click.
- Collect
- Track
- Remind
- Renew
- Prove
Every renewal leaves a dated record behind it, so the next audit, claim or dispute starts with the answer already on file.
What we track for you
Every trade has its own paperwork.
Here is what typically lands in the register. We set yours up around what your business actually holds.
Auto Repair & Tires
Technician certifications, waste oil and tire disposal records, shop license, garage liability.
Wedding & Event Planning
Vendor COIs, signed contracts, deposit terms, venue requirements per event.
Farm & Event Venues
Guest waivers, vendor COIs, occupancy and fire permits, liability policy renewals.
Construction
Subcontractor COIs, contractor license, safety training records, lien waivers.
Landscaping & Lawn Care
Applicator licenses, vehicle registrations, workers’ comp, equipment inspections.
Pool Service
Operator certifications, chemical logs, safety data sheets, route vehicle insurance.
Cafe & Coffee
Health inspections, food handler cards, temperature logs, business license renewal.
Something Else?
If it has an expiry date or someone may ask to see it, it belongs in the register.
To be clear
We don’t decide the rules.We make sure you keep up.
Your attorney, accountant, insurer and licensing board tell you what applies to your business. We make sure every one of those obligations is tracked, reminded, renewed and provable, so nothing slips because someone was busy.
After Setup
Grow It When You’re Ready
Connect it to your scheduling, invoicing and customer records so compliance checks happen inside the work itself. Only if and when you want to.
How it works
Three steps. Included.
01
A Thirty-Minute Call
We list what your business holds, what expires and who should hear about it.
02
We Build the Workflow
Once your engagement is signed, we set up your register, reminders and document storage on the tools you already use.
03
It Runs Itself
Reminders go out, proof stays filed and you get a status email every month.
Stop tracking deadlines by memory.
Included with any engagement, and yours to keep when it ends.
Official partnerships
Claude Partner NetworkAnthropic
EzeScan Certified PartnerOutback Imaging
Microsoft Cloud PartnerMicrosoft
Managed Services ProviderMicrosoft