Your expertise is the product. Your finances should reflect what it's worth.
Expert-led firms sell time, knowledge and outcomes. Utilization, pricing and collections decide whether growth adds profit or only adds work. We show you where the margin is and help you keep more of it.
Revenue grows but your take-home doesn't
Margin by client and service, so you can see which growth adds profit
Unbilled time and slow collections
AR and collections tracking with a clear weekly view
Prices set by habit instead of cost and value
Pricing and capacity models built from your real numbers
Owner pay and S corp salary set without a plan
Owner pay, S corp and QBI planning, including specified service rules
A free 30-minute call. You'll leave knowing what to do next, whether or not we work together.
$1,200/month
Up to $750k revenue. One entity, up to 3 bank and card accounts, up to 150 transactions a month, cash basis, simple payroll.
$3,000/month
$750k–$2.5M revenue. Up to 2 entities, up to 400 transactions a month, accrual basis, staff, contractors and sales tax.
$5,500/month
$2.5M–$5M revenue. Up to 3 entities, up to 800 transactions a month, lenders or investors, multiple revenue streams.
Tell us what your numbers are doing and what's worrying you. You'll leave knowing what to do next, whether or not we work together.
