Our Process

What Working Together Looks Like

No mystery, no months of onboarding. One call to scope it, one month to build it, and a rhythm that keeps you looking ahead from then on.

The destination

A Flag in the Distance

Every engagement starts with the destination — where you want the business, and your life, to end up. We plant that flag together. Then we pick the path that fits, and from day one you’re no longer making the climb alone.

How it starts

Three Steps to Day One

It starts with listening. Before anything practical, we dive in to understand where you want the business to go and the results you’re hoping for — then we reach for the levers and tools that get you there.

01
Scoping call

We dive in with you first: where you want to go, the results you're hoping for, and how we can help. Then we'll tell you which path fits — and exactly what it would cost.

02
Proposal

One page: your path, your scope, your number. The price we quote is the price you pay — no surprises later.

03
Kickoff

Access, calendar, start date. The buildout begins the week you say go.

The roadmap

Your First 90 Days

Every workstream on one map — what we're building, when it lands, and where the rhythm takes over. Solid means we're in it; faded means it's winding down.

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Month 1
Month 2
Month 3
Data alignment
Model & forecast
Scorecard
Meeting rhythm
Quarterly session
Month one, up close

The Buildout, Week by Week

Week 1
Data alignment

Your books, bank feeds, and history — one clean, agreed-on set of numbers.

Week 2
The model

Your business in one working model — revenue, margins, and cash, all connected.

Week 3
Forecast & scorecard

The next twelve months, and the handful of numbers that tell you you're on track.

Week 4
First MAP Review

Your first meeting that ends with decisions, not a report. The rhythm starts here.

The promise

How We Improve Profitability

The process exists for one outcome: helping you maximize the value in your business. Progress shows up in two numbers — revenue and profit — and there are four levers you control to move them. Every MAP Review pulls on one.

The examples in each square update to your industry:
Product level
System level
Sales & Marketing
grows revenue
Price Per Unit
+
what each unit sells for
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Throughput
+
number of units sold in a given period
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Ops
controls costs
Variable Expenses
direct costs, COGS
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Fixed Period Costs
overhead
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Everything stays inside what's realistic, healthy and sustainable — better margins should never cost you quality or the relationships that got you here. Explore the levers →

From day 31 on

The Ongoing Rhythm

MAP Review — mid-month, every month, both paths
L10 — every week, in the Finance Seat
Quarterly — a seat in your quarterly + annual sessions

Which rhythm you run depends on your path — see the two paths.

What we need from you

Three Things, That's It

Access — your books (QuickBooks or Xero), bank feeds, and the last two years of statements.
A point person — whoever owns the numbers today: bookkeeper, office manager, or you.
Your time — a 90-minute kickoff, then just the rhythm: one meeting a month, or one a week in the seat.
Step one

Start With the Scoping Call

A friendly conversation about where your business is heading — we'll tell you which path fits and exactly what it would cost.

Book a call