Our Core Offering

Monthly Session

Each session is a structured 60-minute conversation built to shift your focus from urgent distractions to what actually matters—clear thinking on the decisions with the greatest impact.

We prepare for each session with one hour of work from our team—diligencing your systems, gaining perspective on your people and processes, completing initial analysis, or researching worthwhile alternatives. We come with informed questions and recommendations.

The agenda is set together at the end of each session and adjusted via email as things evolve. You shape what we focus on.

We use a coaching approach in session: asking the right questions, creating space to think clearly, and helping you arrive at decisions worth committing to.

Between Sessions

Quick touchpoint to check progress on follow-up items—encouraging accountability and momentum on actions. New questions or inquiries are noted and brought to our next session, keeping the work focused and moving forward.

What Success Looks Like

After a quarter, you should have:

• A working strategic roadmap, even if simple,

• Greater visibility into the numbers that matter,

• Momentum on at least one meaningful initiative,

• A rhythm of accountability that keeps things moving.

After a year, you should see:

• Measurable progress against your stated goals,

• Stronger alignment between your financials, systems, and strategy,

• Better decision-making patterns—faster, clearer, more confident,

• A business that feels less like you're figuring it out alone.

Potential Areas of Focus

Financial Strategy

• Identifying the business and financial drivers that actually matter,

• Building reporting aligned to key performance indicators,

• Creating dashboards that give you and your team visibility into what's working,

• Connecting financial insight to your strategic roadmap,

• Identifying the right capital sources for your next phase of growth.

Tax & Risk Planning

• Structuring chart of accounts and expense classification for optimal tax treatment,

• Strengthening controls across IT, compliance, financial, and legal processes,

• Timing business decisions for tax efficiency—purchases, distributions, investments,

• Reviewing entity structure to ensure it still fits your situation,

• Balancing owner compensation & benefits for income and self-employment tax,

Technology Advisory

• Defining your data and automation needs,

• Evaluating tech investments—productivity tools, software ecosystems, what's worth it and what's not,

• Ensuring your data is protected and your cybersecurity posture fits your risk,

• Improving systems to transform data into clear, actionable insights,

• Finding efficiency opportunities hidden in your current setup,

• Creating a strategy for enhanced digital presence.

Strategic Counsel

• Structured thinking for complex decisions,

• Accountability on key actions between sessions,

• Hiring, compensation, and team design questions,

• Aligning feedback, recognition, & incentives for members of a team,

• Mapping near-term and long-term direction—phases, milestones, and priorities.

Additional Work

Some clients need deeper engagement on the build of specific outcomes:

• Strategic roadmap development,

• Financial model buildout or refinement,

• KPI dashboard design and implementation,

• Technology vendor evaluation or implementation oversight,

• Internal reporting infrastructure,

• Digital collateral to enhance the brand,

• Federal & state tax return preparation (through our partner CPA entity - Wes Aull, CPA).

The work is scoped and priced separately, billed per our principal or associate's time [or with a negotiated fixed fee].

The Strategic Roadmap

Every engagement includes time spent building or refining a strategic roadmap—a clear view of where you're headed and the phases to get there.

For smaller or earlier-stage organizations, this might be a simple one-page document:

• 2–3 primary goals for the next 12 months,

• Key milestones and rough timing,

• The handful of priorities that need attention now,

• How you'll know you're on track.

For larger or more complex organizations, the roadmap becomes more layered:

• Long-term vision (3–5 years) broken into annual objectives,

• Quarterly priorities tied to those objectives,

• Departmental or functional goals aligned to the whole,

• KPIs and dashboards that track progress,

• Regular review cycles built into our sessions.

The roadmap isn't a document we hand you—it's something we build and refine together over time. It becomes the anchor for our conversations and the measuring stick for whether we're spending time on what matters.