How We Work Together
Five ways in.
Every engagement is scoped to the company in front of us, so there are no packages and no price list here. Tell us the problem and we'll tell you what it takes.
Start here
Two ways to find out whether there's anything worth doing.
Who it's for
Anyone who wants a straight answer before they want a project.
Ninety minutes on one problem. You bring what you have — a P&L, a quote you're not sure about, a tool someone's trying to sell you, a process that keeps breaking. We look at it together and you get an honest read, including "this is fine, don't spend money on it."
- A written page afterward with what we'd do and what it would take
- No obligation to do anything with it
Who it's for
Companies that know something is leaking and can't name it.
A focused look at one area — job-level profit and pricing for contractors, customer and service-line margin for everyone else. Narrow on purpose.
- A short findings memo: where the money is going, in plain dollars
- The single highest-payback fix, and what it would take to do it
- A straight call on whether more work is worth it, or whether you're fine
Once we're working together
What it looks like after the first look.
Who it's for
Companies ready to fix several things and needing to know the order.
A full pass across finance and operations — costing, pricing, billing, back-office work, and where automation actually pays. You leave with a ranked roadmap. We don't try to fix everything at once.
- A written map of every place margin is leaking, ranked by payback
- The AI and automation plays worth doing, and the ones that aren't
- A 90-day roadmap of what to fix and in what order
Who it's for
Companies that want the work done, not just identified.
An ongoing partnership to build the fixes, install them, and improve margin month over month.
- Back-office automation built and deployed
- Reporting on the numbers that actually drive decisions
- Documented processes with named owners
- A margin improvement program with a number attached
Who it's for
Owners who need senior finance leadership without hiring it.
Fractional CFO work and ownership of the whole program.
- Multi-year capital and operations planning
- How the company should be organized as it grows
- Representation with banks, lenders and investors
Not sure which one?
Most people start with a call or the diagnostic. Neither costs anything.