What We Do

Services Built for Real Business Challenges

We don’t do generic consulting. Every engagement is built around your specific gaps — financial, operational, or both.

01

Financial Reporting & Reconciliation

Your numbers should tell the truth.

Included in all engagements

Most business owners know their sales are up — but they can’t explain why their bank account doesn’t reflect it. The gap between what you earn and what you keep is almost always a reporting problem, not a revenue problem.

We align your POS system, accounting software, and bank deposits so every dollar is accounted for. We build reporting frameworks that give you a clear, accurate picture of your margins — by day, by week, by location.

What’s Included

  • POS to accounting system alignment
  • Daily deposit reconciliation
  • Chart of accounts buildout
  • Revenue & expense classification
  • Weekly financial summary reports
  • Bank reconciliation review
  • QuickBooks setup & cleanup
  • Multi-location reporting frameworks
Who It’s For

Business owners who know they’re busy but can’t clearly see their margins, whose reports don’t match deposits, or who are making financial decisions without accurate data.

Get a Financial Assessment →
02

Payroll Structure & Management

Pay your people right. Every time.

Starting at $3,500

Payroll is one of the biggest line items in any service business — and one of the easiest places for money to quietly disappear. Overtime that wasn’t approved. Hours that weren’t tracked. Classifications that don’t hold up to an audit.

We build payroll systems that are accurate, compliant, and transparent. You’ll know your exact labor cost every week — and so will your managers. No more surprises on Friday.

What’s Included

  • Payroll system setup & cleanup
  • Overtime tracking & controls
  • Labor cost reporting by department
  • Payroll cadence design
  • QuickBooks & Questco integration
  • Contractor vs employee classification
  • Timesheet validation workflows
  • Compliance documentation
Who It’s For

Businesses with 5 or more employees where payroll feels inconsistent, overtime costs are unclear, or where the owner is too involved in the weekly payroll process to focus on growth.

Fix Your Payroll Structure →
03

Workflow & SOP Design

If it only works when you’re there, it doesn’t work.

Starting at $3,500

Every business has processes. Most of them exist only in the heads of your best employees — or worse, only in yours. When that person is out sick, quits, or gets promoted, the process breaks down and you’re back to fixing the same problems.

We document, standardize, and systematize how your business operates so it runs consistently whether you’re in the building or not. SOPs aren’t just documents — they’re the foundation of accountability, training, and scale.

What’s Included

  • Process audit & gap analysis
  • SOP documentation by department
  • Workflow mapping & redesign
  • Accountability structure design
  • Onboarding & training frameworks
  • Role & responsibility definition
  • Performance checkpoints
  • Digital SOP library setup
Who It’s For

Businesses where processes vary by employee, where training is inconsistent, or where growth has exposed gaps in how things actually get done day to day.

Build Your Systems →
04

Cost Control & Margin Analysis

Revenue is vanity. Margin is reality.

Starting at $1,250

Most businesses don’t lose money in one big obvious mistake. They lose it in small, invisible gaps — merchant fees that aren’t separated, vendor costs that slowly creep up, overtime that wasn’t flagged, inventory that isn’t tracked. Each one seems small. Together they can erase your profit.

We go line by line through your cost structure and show you exactly where money is leaving your business. Then we build systems to stop the leak — permanently. A 2% margin improvement on $1M in revenue is $20,000 back in your pocket without a single new customer.

What’s Included

  • Full cost structure audit
  • Vendor expense review
  • Merchant fee analysis
  • Margin visibility modeling
  • Overhead categorization
  • Discount & comps tracking
  • Weekly cost reporting cadence
  • Profit improvement roadmap
Who It’s For

Business owners who are generating strong revenue but not seeing it in their bank account — and who want to understand exactly what they’re keeping and why.

Analyze My Margins →

Add-On Services

Expand What We Can Do Together

These services can be added to any core engagement or booked as standalone projects for businesses that need targeted support in a specific area.

Website Design

Look as professional as you operate.

Your website is often the first impression a potential client gets. If it doesn’t reflect the quality of your work, it’s costing you business before you ever speak to anyone. We design clean, professional websites built specifically for service-based businesses — ones that communicate credibility, convert visitors into inquiries, and actually represent what you do.

  • Custom single or multi-page website design
  • Mobile-responsive layout
  • Services & intake form integration
  • Brand-aligned copy & structure
  • Contact & lead capture setup
Add-On Service

Google Business Optimization

Get found by the clients already looking for you.

Most local service businesses are invisible online — not because they’re bad at what they do, but because their Google presence hasn’t been set up correctly. We optimize your Google Business Profile so you show up when potential clients search for what you offer in your area. More visibility. More inquiries. No paid ads required.

  • Google Business Profile setup or cleanup
  • Category & keyword optimization
  • Business description & services update
  • Photo & branding alignment
  • Review strategy & response guidance
Add-On Service

Email Marketing

Stay in front of your clients without the guesswork.

Email is still one of the highest-converting tools a service business has — when it’s done right. We design and write branded email campaigns that keep your business top of mind, drive repeat bookings, promote seasonal offers, and re-engage past clients. Every campaign is built to match your brand voice and actually get opened.

  • Campaign design & copywriting
  • Promotional & seasonal email builds
  • Platform setup (Mailchimp, Toast, etc.)
  • List segmentation strategy
  • SMS & email campaign coordination
Add-On Service

Not Sure Which Service You Need?

That’s exactly what our intake process is for. Tell us about your business and we’ll tell you where to start.

See How We Can Help →