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 — a monthly partnership scaled to where your firm actually is.
Clean books, payroll handled, business and personal taxes filed. Not included: the optimization layer, including job-costing, margin analysis by service line, cash flow forecasting, pricing correction, the live metric dashboard, and bottleneck diagnosis.
Everything in Operate, plus active CFO optimization built around your firm. Every month I turn your numbers into decisions, so you always know which service lines make money, where your pricing is off, and how much cash is trapped in WIP and AR. I don’t hand you software to run; I operate the system on your behalf.
Everything in Optimize, carried all the way to a sale: a fully optimized workflow plus intensive valuation work to build the firm into a sellable, high-value business. Complex multi-entity and owner tax strategy, and a deliberate path to a well-valued exit, typically over a 3 to 5 year horizon.
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 first six months include the diagnostic and system implementation, and run at a 50% premium over the ongoing monthly rate.
