Your expertise is the product. Your finances should reflect what it's worth. Expert-led firms sell time, knowledge and outcomes. Utilization, pricing and collections decide whether growth adds profit or only adds work. We show you where the margin is and help you keep more of it.
The problems we hear most from owners like you, and exactly what's different once we're working together.
Revenue grows but your take-home doesn't
Margin by client and service, so you can see which growth adds profit
Unbilled time and slow collections
AR and collections tracking with a clear weekly view
Prices set by habit instead of cost and value
Pricing and capacity models built from your real numbers
Owner pay and S corp salary set without a plan
Owner pay, S corp and QBI planning, including specified service rules
$1,000/month
$250k–$1M revenue, one entity, simple payroll
$2,500/month
$1M–$3M revenue, multiple revenue streams, staff and contractors
$4,500+/month
$3M–$10M revenue, lenders or investors, multiple entities
Tell us what your numbers are doing and what's worrying you. You'll leave knowing what to do next, whether or not we work together.
