Our Process

It all starts with a quick 20-minute call — no pressure, no commitment.
We’ll talk about your business, your goals, and what challenges you’re facing.

This is where we do the work developing strategies, structures, and systems tailored to your goals.
Whether it’s credit analysis, automation, pricing, or process design, every solution is built for long-term impact, not quick fixes.

Once we understand your goals, we’ll outline a custom project plan that fits your business — whether it’s optimizing your finances, designing systems, or building a full growth strategy.
 

When your project is complete, we review everything together 1-on-1, either in person (if local) or virtually over Zoom.
We’ll walk through each insight, answer your questions, and outline next steps so you leave confident and ready to execute.

Next, we collect the key information financials, operations details, and any existing systems or reports.
This stage gives us the full picture, allowing us to identify opportunities, inefficiencies, and risks before making recommendations.

Many clients choose to stay connected through our quarterly Advisory Retainer — where we track KPIs, monitor progress, and make data-driven adjustments as your business grows.