Clay James Group
Accounting & Finance | Sales & Marketing | AI & Organization

Get Paid.Get Customers.Get Organized.

The fractional executive team for owner-operated businesses doing $1M–$25M a year.

Finance, marketing and operations, handled by one team that reports to you once a month in plain English. You keep running the work.

The problem

You're great at the work. The back office is eating your week.

Invoices go out late, so cash comes in late. Marketing happens when you remember. The phone rings and nobody owns what happens next. Hiring is a fire drill every time.

Most owners patch it together: a bookkeeper here, an agency there, a nephew who's good with computers. Five vendors, five invoices, and you're still the one holding it all together.

Clay James Group replaces the patchwork with one team. Finance, marketing and operations, working on your business together and answering to you.

What we do

Three pillars. One team.

Every engagement starts with whichever one is costing you the most right now.

01

Get Paid

Accounting & Finance

Know your numbers, and get your money in faster.

  • Books closed every month, so you know what you made before the quarter is over
  • Invoices sent on time and followed up, so you stop financing your customers
  • A cash flow forecast you can read in five minutes
  • A tax strategy set during the year, not a surprise in April
02

Get Customers

Sales & Marketing

Show up when people search, and turn the calls into jobs.

  • A Google Business Profile that ranks in the map results and gets calls
  • A fast local-SEO website that turns visitors into quote requests
  • Every review answered, and a steady stream of new ones
  • Ad campaigns measured by cost per booked job, not clicks
  • A CRM so no lead falls through the cracks
03

Get Organized

AI & Organization

Systems that run without you standing over them.

  • Repetitive work automated, with AI where it actually helps
  • Hiring run as a process, not a scramble
  • Written procedures so the business works when you're not there
  • An exit plan, so the business is worth something when you're ready to step back

Not sure which pillar comes first? That's what the first call is for.

How it works

Four steps from first call to monthly report.

  1. Intro call

    A short conversation about your business: what's working, what isn't, and what you want it to look like in two years. We'll tell you straight whether we can help.

  2. Audit

    We review your Google presence, marketing, books and operations, and show you where leads and cash are leaking.

  3. Plan & proposal

    Priorities in order, a defined scope, and a price. You know exactly what you're getting before anything starts.

  4. Execution

    We do the work. Every month you get a plain-English report: what we did, what it produced, and what's next.

Who we serve

Owner-operated businesses doing $1M–$25M a year.

You're the owner. You could still do every job yourself, and some days you do. You have a crew, a fleet or a warehouse, and a back office that grew faster than the systems behind it.

  • Plumbing
  • HVAC
  • Remodeling
  • Landscaping
  • Distribution
  • Retail

Also electricians, roofers, pool and pest companies, and any main-street operator who has outgrown the spreadsheet.

Why Clay James

One team instead of five vendors.

One team

Finance, marketing and operations in the same room. The person doing your books knows what the ad spend is for, and the ops plan fits the cash you actually have.

One point of contact

You call one person who knows your whole business. Not a ticket queue, not three account managers.

One monthly report

A plain-English summary of what we did and what it produced. Numbers you'll actually read, not a dashboard you log into once.

Contact

Let's talk about your business.

Call or email and we'll reply within one business day. Tell us what's getting in the way, and we'll tell you straight whether we can help.

  • Miami · Delaware · Serving Clients Nationwide
Call302-509-5721 Emailcontact@clayjamesgroup.com

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