Business Consulting Services
Specialized consulting for accountants and contractors who want to work less and make more.
Our Services
Accounting Firm Consulting
For accounting firms and bookkeeping companies. Break through the $1M ceiling and get your life back from tax season chaos.
Contractor Consulting
For electrical contractors, builders, plumbers, HVAC, and trades businesses. Stop working 60-80 hours and start running a real business.
Financial Services Consulting
For CFOs, financial advisors, and financial service businesses. Scale smart without burning out.
How It Works
Simple, transparent, no-risk process
Free Discovery Call
Book a quick 20-minute call in advance of the 45-minute strategy session to ask questions to help you gain clarity. From there you can decide if you would like to book the no-fee 45-minute strategy session.
45-Minute Strategy Session
Want to get right at it? We will use this no-fee 45-minute session to explore what is working and what isn't in your business. I'll ask you to share what your goals are and why they are important to you. If you feel we are a fit, you will come away with an action plan so we can get started in our first meeting.
Month-to-Month Coaching
If you want to move forward, we start with bi-weekly coaching sessions. You get custom systems, real accountability, and direct access between sessions. No long-term contract—you pay month-to-month.
Transparent Pricing
No hidden fees. No surprises.
First Two Months
$3,000 - $5,000
Depends on company size and complexity. This is when we do the heavy lifting—systems, team restructuring, financial cleanup.
After That
$2,500/month
Ongoing coaching and support. Month-to-month, no contract. If you're not happy, you leave. Simple as that.
- David added $100K profit in 9 months. This pays for itself.
- Richard doubled his net margin and sold for $4.3M.
- Rebecca got her weekends back and formed a new partnership.