Consulting & Strategy
We learn how your business runs, find what is slowing it down, and fix it with you.
What this capability covers.
- Operational reviews and process redesign
- Startup and growth roadmaps
- Pricing, cost and margin analysis
- Vendor, software and system selection
- Project-based problem solving
Four steps, in writing.
The same sequence every time, so you always know what happens next.
- 01Listen
A working session on how the operation runs today and where it stalls.
- 02Diagnose
Workflows, documents and numbers reviewed; the bottlenecks named in writing.
- 03Plan
A prioritized action plan with owners, dates and the first three moves.
- 04Follow through
A review session to measure progress and adjust the plan.
About consulting and strategy.
Do you need to see our books?
Only what the question requires. Many engagements start with workflows and documents; financial records are reviewed when you choose to share them.
How long is a consulting engagement?
Most run two to six weeks for the review and plan, with an optional follow-up session.
Will you implement the plan?
If you want us to. Back-office, filings and technology work can follow under a separate written scope.
Deliverables, in writing.
Every engagement lists its deliverables in the written scope. These are typical for this capability.
- A written findings memo on how the operation runs today
- A prioritized action plan with owners and dates
- A follow-up session to review progress
Seen in: A licensed contractor running the office from a truck cab · Two 1099s, one shoebox and an April surprise · A box of a parent's paperwork and an attorney waiting
Advisory sessions are billed hourly and itemized; defined projects are quoted as a fixed fee.
Quoted in writing before work begins. The first conversation carries no charge.
Request a quote →Assess
We learn how the operation actually runs: people, paperwork, systems and pain points.
- Discovery conversation
- Document and process review
Define
A written scope: what we will do, what it costs, when it is due, and what goes to a licensed professional.
- Written scope and fee
- Licensing boundaries identified
Execute
We do the work, or coordinate the vetted professionals who must, and keep you informed throughout.
- Delivery against scope
- Regular status updates
Document
Every engagement closes with a clean record and an itemized invoice. Systems are handed over in full.
- Records and handover
- Itemized invoice
Let's put it in writing.
Tell us what you need handled. Within one business day you will have a reply, and before any work begins, a written scope and fee.