Business Consultancy
An operator in the room, not a report on a shelf.
Hands-on advisory for owners deciding what to fix first: pricing, margin leaks, staffing cost, systems, and the growth moves that actually pay for themselves.
Schedule Discovery CallWhat's included
- Profitability and margin diagnostic
- Pricing and cost-structure review
- Operating KPI dashboard build
- 90-day priority roadmap with owners and dates
Built for
- Owners whose revenue grew but profit didn't
- Practices with rising labor cost per visit
- Businesses preparing for a second location
- Teams drowning in manual process
90 days
To measurable change
3–8 pts
Typical margin opportunity identified
1 page
Weekly scorecard your team runs
How engagements work — Fixed-fee diagnostic to start, then a monthly advisory retainer or a defined implementation project.
The problems we solve
Revenue is up and cash is flat.
A margin diagnostic that traces every point of lost gross margin to a specific cause and a fix with a dollar value.
Everything feels urgent and nothing gets fixed.
A 90-day roadmap with named owners, dates, and expected financial impact per initiative.
Your team can't answer 'how are we doing?' without you.
An operating KPI dashboard and a weekly management rhythm that runs without the owner in the room.
Staffing cost keeps climbing.
Labor productivity modeling — revenue per FTE, utilization, and a staffing plan tied to demand.
Full scope of work
Diagnostic
- Profitability teardown by service, location, and customer
- Pricing and discount leakage review
- Labor productivity and utilization analysis
- Vendor, subscription, and overhead audit
Operating system
- KPI dashboard build and metric definitions
- Weekly / monthly management meeting cadence
- SOP documentation for core workflows
- Software stack rationalization and automation
Growth moves
- Second-location and expansion feasibility
- Service-line launch and pricing design
- Acquisition target screening and quality-of-earnings review
- Exit readiness and owner-dependency reduction
Where the money comes back
Every engagement is scoped against a return: cost removed, margin recovered, cash pulled forward, or exposure closed.
Margin leaks identified by line
A profitability diagnostic broken out by product, service, or location typically surfaces one or two segments dragging overall margin. Fixing a 3-point drag on $1.5M in revenue is $45,000 a year.
Labor cost brought to model
Comparing actual staffing against a role-based labor model usually finds overtime drift or overlapping roles. Trimming 5% off a $600,000 labor line is $30,000 a year without cutting service.
Fewer manual hours per month
Cleaning up duplicated systems and manual workarounds commonly recovers 15-25 staff hours a month. At a loaded rate of $35 an hour, that is $6,300-$10,500 a year back in productive time.
Pricing aligned to true cost
A cost-structure review often reveals services priced below fully loaded cost once overhead is allocated correctly. Correcting one underpriced line on $500,000 in volume can recover $20,000-$40,000 annually.
What actually lands in your inbox
Profitability and margin diagnostic
One-time (weeks 1-3)A full breakdown of gross and net margin by product, service line, or location, identifying which segments are carrying or dragging overall profitability.
Pricing and cost-structure review
One-time (weeks 2-4)A fully loaded cost analysis by offering compared against current pricing, flagging any service priced below its true cost to deliver.
Labor and staffing model
One-time, then quarterly refreshA role-based staffing model comparing required coverage against actual headcount and overtime, identifying gaps and redundancies by department.
Operating KPI dashboard
One-time build, then MonthlyA live dashboard tracking the 8-12 metrics that matter most to the business, refreshed monthly and reviewed against target thresholds.
Systems and workflow audit
One-time (weeks 3-5)A map of current tools and manual workarounds across finance and operations, with specific consolidation or automation recommendations.
90-day priority roadmap
One-time (week 6)A sequenced action plan with named owners, target dates, and expected dollar impact for each initiative identified in the diagnostic.
What working with us feels like
Findings tied to dollars
Every diagnostic finding is quantified in dollars, not described as an opportunity, so leadership can prioritize by actual financial impact.
A roadmap with named owners
The 90-day plan assigns each action to a specific owner and date, not a general recommendation, so accountability is built into the deliverable.
Built from your existing data
The KPI dashboard and cost model are built from your current systems and chart of accounts, not a generic template that requires re-mapping your data.
Straight talk on tradeoffs
When a recommendation involves a tradeoff, such as raising prices against volume risk, we say so directly instead of presenting it as a free win.
Benchmarked against the usual option
- Margin analysisOne blended margin number for the businessMargin broken out by product, service, or location
- Staffing decisionsHeadcount added reactively as workload growsCompared against a documented role-based model
- KPI trackingMetrics pulled manually before each meetingLive dashboard refreshed monthly against targets
- RecommendationsGeneral best-practice advice, no owner assigned90-day roadmap with named owner and date per item
- Systems reviewTools added over time, rarely consolidatedAudited and consolidated as part of the engagement
Your first 90 days
- Week 1
Data pulled, scope confirmed
We pull financial statements, staffing records, and current systems inventory, and confirm which product lines, locations, or departments the diagnostic will cover.
- Day 30
Diagnostic findings delivered
The profitability, pricing, and labor diagnostics are complete, with margin drag and staffing gaps quantified in dollars and presented to leadership.
- Day 60
Dashboard live, roadmap drafted
The KPI dashboard is built and refreshing monthly, the systems audit is complete, and a draft 90-day roadmap with owners and dates is under review.
- Day 90
Roadmap active, tracking in place
The finalized roadmap is in execution with owners accountable to specific dates, and the KPI dashboard is the standing reference for tracking progress against targets.
Platforms included
Configuration, integration, and day-to-day administration are part of the fee — you are not billed to keep your own systems running.
- QuickBooks Online
- Excel
- Power BI
- Fathom
- Asana
- Google Sheets
- Gusto
- Zapier
The cost of leaving it alone
Margin drag left unmeasured
A losing product or service line continues absorbing overhead unnoticed, and the loss compounds every month it stays priced or staffed incorrectly.
Staffing model never documented
Overtime and role overlap persist without a baseline to correct against, keeping labor cost elevated as a fixed percentage of revenue.
Recommendations without ownership
Diagnostic findings sit in a report with no assigned owner or date, and the identified savings are never actually captured.
How we run it
- 01
Diagnose
Two to three weeks in your numbers and your operation, ending in a ranked findings report.
- 02
Prioritize
Every fix sized by dollar impact and effort, then sequenced into 90 days.
- 03
Implement
We work alongside your team on the top items — not a handoff.
- 04
Measure
Monthly scorecard proving whether the change actually moved the number.
Why clients choose us over the firm down the street
Findings priced in dollars
Every recommendation carries an estimated financial impact, so you can rank them.
We stay for the doing
Consultants deliver a deck. We stay through implementation and measure the result.
Grounded in your ledger
Advice comes from reconciled books we can defend, not survey benchmarks.
Owner-time first
The first wins are usually hours back in your week, not a new initiative.