Services

  • Financial Modeling & Profitability Strategy

    Build dynamic financial models, track margins at the service level, and establish profitability benchmarks that support confident growth and data-informed decisions.

  • Resource Planning & New Hire Forecasting

    Align your hiring strategy with revenue and capacity needs by forecasting team growth based on actual workload, billable targets, and financial goals.

  • Capacity Planning & Utilization Tracking

    Measure team bandwidth, track billable vs. non-billable hours, and build dashboards to improve visibility, prevent burnout, and make informed resourcing decisions.

  • SOP Development & Process Simplification

    Create streamlined, role-specific SOPs and remove unnecessary complexity from internal processes to ensure consistency, clarity, and scalability.

  • Tool Audits & Systems Optimization

    Audit your tech stack to eliminate redundancies, improve automation, and ensure your tools support efficient workflows and cross-team collaboration.

  • Org Design, Role Clarity & People Planning

    Define the ideal team structure, clarify responsibilities across roles, and identify gaps or overlaps to support stronger accountability and performance.

  • Goal Frameworks & Performance Accountability

    Implement Key Performance Indicators (KPIs) and Objectives and Key Results (OKRs) systems that bring alignment across departments, reinforce ownership, and drive results without over-complicating the process.

  • Fractional CFO & COO Services

    Get embedded, executive-level support to drive operational and financial strategy, without the cost of a full-time hire.