Solutions

One problem. One price.
One deliverable.

Not every business needs a retainer. These fixed-scope engagements solve a specific problem at a known price — and every one of them is a low-risk way to find out what working with an operator is like.

Fixed-Scope Offers

Pick your problem

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Quick Business Review

$495 — Credited toward future work

Temporary access to your books, a written profit-leak report within 2 business days, and a consultation to walk through it. The single best way to find out what working with us is like.

Get Your Review

Recurring Expense Audit

From $750 — Fixed fee

Every subscription, vendor contract, insurance policy, and recurring charge — reviewed line by line. Most operators find 5-figure annual savings hiding in autopay.

Book a Scoping Call

KPI & Reporting Starter

From $1,500 — Fixed fee

The 5–8 numbers your business actually runs on, built into a reporting rhythm you'll keep. Includes a monthly close checklist and dashboard setup in the tools you already own.

Book a Scoping Call

Job Costing Reality Check

From $1,500 — Fixed fee — contractors

Margin visibility by job, crew, and carrier. We rebuild your costing so you know which work to take more of — and which to stop bidding entirely.

Book a Scoping Call

AI Roadmap Session

$950 — Half-day working session

We map your workflows, identify where AI genuinely pays, and hand you a sequenced roadmap with costs and expected ROI. Yours to implement with anyone — including us.

Learn More

Advisory Hour

$275 — 60 minutes, paid at booking

A peer-level second opinion: pricing decisions, vendor negotiations, litigation strategy, cap table structuring, acquisition evaluation, or AI tool-stack design. Pick a time, pay, done.

Book Your Hour

Ongoing work beyond a fixed-scope engagement is hourly or project-based with set limits — see the full rate card. Fixed-scope fees are quoted in writing before work begins.

Operator's Toolkit

Digital products — launching soon

The templates, models, and SOPs we use inside real engagements, productized for operators who want the tools without the engagement. Distilled from three decades of building and turning around businesses — not theory, not workshops, not generic templates.

  • 13-Week Cash Flow Model — the rolling forecast every operator should run
  • Contractor Job-Costing Template — margin by job, crew, and carrier
  • QBO Chart of Accounts for Multi-Entity Contractors
  • Insurance Supplement Workflow SOP — capture the 8–15% most roofers leave behind
  • Attio CRM Pipeline Template for Contractors — lead-to-invoice
  • Subcontractor Pricing Matrix & IC Compliance Pack

Subscribe below and you'll be first to know when the toolkit ships — subscribers get launch pricing.

Let's Talk

Not sure which solution fits?

Start with the free 30-minute call. We'll point you at the smallest engagement that solves the problem — even if that's none of them.

Book a Call