Matthew S.

I help businesses, especially blue-collar and home service businesses, make more money by improving their operations, financial visibility, and business systems. As an Official Jobber Partner, I specialize in helping businesses implement and optimize platforms like Jobber, JobTread, ServiceTitan, Housecall Pro, QuickBooks, ClientBooks, and AI-powered business systems that reduce manual work, improve accountability, and support long-term growth. Before founding Kalea Consulting, I spent nearly two decades operating one of the highest-performing blue-collar operations within a $5B+ corporation. For more than 12 years, I led multi-million-dollar operations with full profit and loss responsibility, where forecasting, budgeting, operational discipline, people leadership, and financial performance were part of my daily responsibilities. Every engagement begins with the same question: What's preventing this business from operating at its full potential? I don't start with software or dashboards. I start by understanding how your business operates, where bottlenecks exist, and why problems keep resurfacing. Once those issues are identified, I build systems that improve profitability, strengthen accountability, and give owners confidence in the decisions they make every day. The biggest business problems rarely originate in the numbers alone. Financial statements, dashboards, and software can tell you what happened. My role is helping uncover why it happened and building the operational systems that prevent those problems from happening again. My approach combines operational leadership, financial insight, technology, and human behavior because businesses are ultimately run by people, not spreadsheets. I also bring enterprise AI training through OpenAI and extensive hands-on experience implementing AI into real business operations through workflow automation, MCP integrations, and intelligent business systems that create measurable business value. The goal isn't simply to improve a process. It's to build an organization that operates predictably, scales effectively, and becomes less dependent on the owner. __________________ Owners contact me when • revenue is growing, but profitability isn't keeping pace • the business they built around their passion is consuming their time instead of creating freedom • bookkeeping, job costing, and financial reporting no longer provide confidence in business decisions • Jobber, JobTread, QuickBooks, or other business systems are underutilized, disconnected, or could benefit from AI automation • employees rely on the owner because accountability and operational structure are missing • estimating, scheduling, and field operations aren't aligned, creating daily frustration and constant firefighting • problems keep repeating despite meetings, conversations, and good intentions • operational chaos is taking the enjoyment out of the business they worked so hard to build __________________ What I implement • Business operating systems (Jobber, JobTread, Housecall Pro, ServiceTitan, QuickBooks, ClientBooks) • AI workflow automation and business process optimization • SOPs, workflows, accountability, and operational structure • Job costing, KPIs, forecasting, budgeting, and financial visibility • Pricing strategy, profitability improvement, hiring, and business growth __________________ Typical outcomes • improved profitability through stronger operational discipline • accurate financial visibility and meaningful business reporting • streamlined workflows and better utilization of business systems • reduced owner dependence through documented processes and accountability • stronger forecasting, budgeting, and operational planning • management meetings that result in decisions and measurable action __________________ Education & Credentials • Official Jobber Partner • B.S. Business Data Analytics, Arizona State University (Summa Cum Laude) • IMA CMA (Certified Management Accountant) Candidate with approved experience in management accounting, forecasting, variance analysis, operational finance, performance management, and operational decision support. • Intuit Certified QuickBooks Online ProAdvisor - Level 1 & Advanced Level 2