What we do

Operations Diagnostic

• For: Owner-operated businesses that are busy and somehow not profitable.
• How long: 1–2 weeks.
• What it costs: Fixed fee, quoted before we start.

We go through the financials, the vendor contracts and subscriptions, the staffing and roles, and the core processes: how work comes in, how it gets done, how you get paid, and how long that takes.

Then we put a dollar figure on each problem. A five-minute step repeated forty times a week isn’t a five-minute problem, and most owners have never had reason to do that arithmetic.

You get a written set of findings ordered by cost, a recommended order of operations, and a clear read on what you can handle yourself versus what needs help.

Book a diagnostic

Turnaround

• For: A business that’s unprofitable, cash-stressed, or has quietly stopped working.
• How long: 60–120 days.
• What it costs: Fixed fee, or a reduced base plus a share of documented savings.

Most small businesses are sitting on money they’ve stopped chasing and contracts they’ve stopped reading. That’s usually where we start, because it funds the rest of the work out of money you’d already written off.

From there: vendor and subscription audit, contract renegotiation, a hard look at roles and staffing, streamlining intake and fulfillment and billing, and automating the parts that shouldn’t need a person.

Scoped in writing, with a defined end and a handoff. We’d rather leave you running well than stay indefinitely.

Talk about a turnaround

Viability Review

• For: Anyone about to spend real money on an idea.

A working session and a written memo. Real startup costs, honest break-even math, how much runway you need, and the two or three things most likely to kill it.

Sometimes the answer is that the numbers don’t work yet. We’ll tell you that, and it’s a lot cheaper to hear it now.

Formation & Launch Setup

• For: People who’ve decided to start and want it built right.

Starting a business means becoming an administrator on a Tuesday with no warning. We set up the parts nobody warned you about: EIN and banking, bookkeeping, insurance, licenses and permits, contract and invoice templates, a filing system you’ll actually maintain, and an operating rhythm that survives your first busy month.

We’ll also walk you through how the entity types differ in liability, taxes, cost, and paperwork, so you understand the tradeoffs before anyone asks you to sign something.

Choosing and filing the entity itself is work for a licensed attorney or CPA. We’ll get you to a good one with the right questions already in hand, and handle everything around that decision.

Founding Agreement Facilitation

• For: Two or more people going into business together.

Most partnership blowups start in the same two places: who gets what, and who decides. They’re uncomfortable conversations, so they get postponed, usually until they’re expensive.

We run the conversation while everyone still likes each other. Equity, roles, decision rights, pay versus profit, capital contributions, what happens when someone wants out, and how the thing dissolves if it comes to that. You walk out with a written term sheet your attorney can draft from.

We’re facilitating the discussion, not representing anyone in it, and not drafting the agreement.

Exit & Transition Prep

• For: Owners 12–24 months out from selling, handing off, or winding down.

A business that depends entirely on one person is worth very little the day that person stops. Most owners find this out too late to do anything about it.

We work on reducing owner-dependency, cleaning up the books, documenting how the work actually gets done, customer concentration, staff retention through the transition, and the sequencing of a wind-down when that’s the right answer.

Best started earlier than feels necessary.

Fractional Operations

• For: Owners who need a competent second opinion on standing call.

Monthly, at whatever depth fits. A standing call and async access at the light end. Hands-on project work and first-call-in-a-crisis at the deep end.

We generally offer this to people we’ve already worked with, once we know the business well enough to be useful on short notice.

Compliance & Renewal Calendar

Entity filings, business licenses, permit renewals, insurance renewals, registration deadlines, and whatever else your particular business has to keep current.

This is the least glamorous thing we do. It’s also the one that keeps a $50 oversight from becoming a $5,000 one.

Document Automation

• For: Anyone producing the same paperwork over and over with the details changed.

Proposals, quotes, contracts, onboarding packets, intake forms, compliance filings. If you rebuild a document from an old version every time, it can be automated. Answer the questions once, get the finished document.

We’re not tied to any one platform. We’ll recommend what fits your business and your budget, including open-source tools when a custom build makes more sense than another subscription.

Read more about document automation →

Intake & Conversion Systems

• For: Businesses spending money on marketing and losing the leads it produces.

Intake is usually the weakest system in a small business. Slow response, no follow-up, and no record of where customers came from or which ones turned into work.

We build the response workflow, the follow-up sequence, the tracking, and the reporting, so you can tell which marketing is working instead of guessing.

Of everything we do, this one tends to show up in the numbers fastest.

Systems & Software Setup

Selection, migration, and configuration of the tools you run on: bookkeeping, invoicing, scheduling, point of sale, CRM, payroll.

Most businesses buy the software, use about a fifth of it, and conclude the software is the problem. Usually it isn’t. Usually nobody had two uninterrupted days to set it up properly.