The Bridge Between Quality Craftsmanship and Scalable Operations.
A successful trade business is built on technical expertise. However, as an organization matures, the administrative demands of marketing, lead management, and financial oversight often outpace the available time of the principal.
Live Oak Partners serves as your dedicated operations department. We integrate into your existing workflow to manage the critical back-office functions that drive growth, ensuring that your projects receive your full professional attention while your business infrastructure remains robust.
We provide the institutional support necessary to stabilize your overhead and increase your net profitability.
A Dedicated Operations Partner for Your Business
Live Oak Partners provides back-office support built specifically for trade contractors. We handle the marketing, lead management, bookkeeping, and systems that keep your business running, so you can focus on the work that generates revenue.
We execute. We don't just point out problems; we solve them. We manage your ad campaigns, follow up with your leads, reconcile your books, and build the systems that save you hours every week.
You stay focused on your craft. We handle everything behind the scenes.
What We Do
Comprehensive back-office support across five core areas.
Marketing
Get found by customers in your area and build a reputation that wins jobs.
- Google Business Profile optimization
- Review generation & management
- Local SEO & Google LSA
- Facebook & Instagram Ads
- Social media content
- Project photo marketing
Lead & CRM Management
Capture every lead, follow up consistently, and convert more estimates.
- Lead capture & tracking
- Follow-up calls, texts, & emails
- Pipeline & Quote management
- Appointment scheduling
- Lost lead recovery
- Database organization
Bookkeeping & Finance
Organized books and visibility into what is actually making you money.
- Transaction categorization
- Bank & account reconciliation
- Accounts receivable/payable
- Monthly financial close
- P&L & Cash flow tracking
- Job costing & margin analysis
Performance Tracking
Know your numbers. Understand where leads come from and what converts.
- KPI dashboards
- Lead conversion tracking
- Marketing ROI analysis
- Revenue by service type
- Customer acquisition cost
- Monthly performance reports
Operational Systems
Streamlined processes that reduce admin work and help your business run.
- Estimate & proposal templates
- Scheduling & dispatch
- Invoicing & payment collection
- Automated follow-ups
- Process documentation
- Software setup & training
We Execute. We Don't Just Advise.
Most business consultants give you a playbook and disappear. That does not work for a contractor who needs someone to actually do the work.
We operate inside your business. We run your marketing campaigns. We manage your CRM. We close your books every month. We build the systems. We are accountable to your results, not just our hours.
This is not a coaching program or a course. This is a working partnership where we take real responsibilities off your plate.
A Simple Process to Get Started
Schedule a Call
We start with a 30-minute conversation to understand your business, your challenges, and where you need the most help.
Receive a Custom Plan
Based on our conversation, we put together a proposal outlining exactly what we will handle, what it costs, and what results to expect.
We Get to Work
Once you approve, we begin immediately. Most clients see meaningful progress within the first two weeks.
Ready to Get Your Time Back?
Let's discuss your business and see if we're a good fit.
Schedule a Consultation