Built for surveying and engineering firms that want to keep more of every dollar at the bottom line. The work is priced to outcomes, not hours. It starts with a comprehensive diagnostic, then settles into a monthly rhythm scaled to where your firm actually is.
A comprehensive, hands-on look at your firm's accounting and finance systems. I assess exactly what your firm needs and implement it into your day-to-day workflow, pinpointing where profit is leaking and what to do about it.
A 6-month engagement, credited 100% toward your ongoing retainer.
The fee depends on your firm's systems and implementation needs. Every dollar is credited toward the monthly retainer that follows — and because it's credited at your lower standard rate, it covers well beyond the six months it took to earn. It's the first phase of the partnership, not an added cost.
Book an Intro Call →For firms that already run like a well-oiled machine. The essentials, handled: bookkeeping, payroll, tax filings, and standard monthly financial statements. Reliable core operations, without the deep metric tracking or profit-leak levers of the higher tiers.
Everything in Operate, plus active optimization. I map out your entire business workflow and improve it on a perpetual basis: detailed financial system improvements, continuous bottleneck diagnosis, and the key north-star metrics to target them, from the front end of the business (sales and marketing) all the way to the back end.
Built for owners getting ready to sunset the business. Everything in Optimize, carried all the way to a sale: a perfectly optimized workflow plus intensive valuation work to build the firm into a sellable, high-value business as fast as possible. Complex multi-entity and owner tax strategy, and a deliberate path to a well-valued exit, typically over a 3 to 5 year horizon.
A single 6-month engagement at a premium rate. You pay the Diagnostic fee once, and it buys the deep review, the operating plan, and the system implementation that gets everything running.
From there you settle into Operate, Optimize, or Partner, whichever fits your firm, and the work continues month to month.
100% of what you pay for the Diagnostic is credited back against your monthly retainer. The Diagnostic carries a premium rate for six intensive months of review and system-building — but it's credited back at your lower standard monthly rate. So the credit stretches well past those six months: it typically covers your first 8 to 12 months of retainer before it runs out. The Diagnostic is never a cost on top of the retainer. It is the first installment of it, and then some.
Pricing shown is a starting point: illustrative ranges, not a binding quote. Final scope and fees are set to your firm's specific engagement. The Diagnostic is a six-month engagement that includes system implementation, and its fee is credited toward your ongoing monthly retainer.
