Our Approach
You don’t need an expensive, archaic ERP — you need an ERP-style system. One built from nimble, modern apps that handle your job management and finances seamlessly.
Choosing and integrating the right tools can feel like a choose-your-own-adventure gone wrong. We’re your experienced travel partner, helping you map the smoothest route for your business.
What We Commonly See
Firms running lean—but fuzzy. Tools that don’t connect. Processes that don’t scale. A lot of effort—but no clear picture of how work translates into profit.
What Changes
When your systems are clear and connected, everything works better. You get time back. You gain insight. You build the capacity to scale—without burning out your team or yourself.
What Matters Most
Every high-performing firm we’ve worked with shares one trait:
They’ve nailed a few core workflows. Not all the dashboards or fancy tech. Just the essentials—defined, repeatable, and trusted.
Here are the five workflows we focus on:
Lead to Client
From first inquiry to kickoff: scope, price, and greenlight with clarity.Proposal to Invoice
Align delivery and billing. Clean this up, and cash flow changes overnight.Time & Task Management
Who’s doing what, by when—and how it’s tracked.Reporting & Forecasting
Weekly or monthly insight into performance and cash—before your accountant tells you.People & Payroll
Plan for raises, hiring, and performance with real data—not gut checks.
These aren’t one-and-done. But when they’re dialed in, profit shows up, growth feels doable, and decisions get easier.
How We Work
First, we listen. Every firm is unique—and behind every messy system is a business doing something exceptional. We’re here to bring that forward by designing standardized internal systems that reflect how you actually work.
We bring structure to chaos. I lead every engagement with a small, sharp team. We implement systems that are standardized, yet tailored—built to fit your firm, not force it.
What It Feels Like
Working with us is collaborative and energizing. I combine the art and science of business, adapting as coach, sounding board, or strategic partner depending on what’s needed most.
What You’ll Walk Away With
When we’re done, you’ll know what’s working, where you’re losing money, and how to scale—without breaking things.
Clients often tell us by week 4 that for the first time, they understand how their systems, people, and profits actually connect—and they finally have the clarity to lead with confidence.
What Clients are Saying
What Happens Next
Start with a conversation
Book a call and tell us about your firm—what’s working, what’s not, and where you want to go. We listen first.
Receive a scope
Most clients start with a 6-week sprint, but if your needs are more intricate, we’ll map that out and propose a longer-term plan.
Get onboarded
We use Basecamp as our shared client portal—keeping everything streamlined and easy to track, without the chaos of email.
