Whether you need a one-time deliverable, a quarterly cadence, or an embedded fractional partner, every engagement is scoped to your goals and stage.
We work alongside founders and leadership teams to translate high-level vision into a focused operating plan — with the KPIs, milestones, and accountability structures that turn strategy into execution.
Engagement shapes: 4–8 week project · ongoing fractional retainer · annual planning offsite
Discuss your strategyWhether you're evaluating a new geography, segment, channel, or product line, our research turns ambiguity into a defensible point of view. You walk away with sized opportunities, ranked options, and a recommendation you can take to the board.
Engagement shapes: 6–10 week study · go/no-go memo · ongoing market intelligence
Scope a research projectTailored accounting services from a senior public-accounting team. We get your books in order, design the reporting cadence that matches how you actually run, and coach your team to stay in the driver's seat.
Engagement shapes: one-time cleanup project · monthly retainer · CFO-level advisory
Talk about your booksWe work with municipalities, economic-development organizations, and developers to quantify the impact of new businesses, commercial developments, and incentive packages. Every report is built to hold up under council questioning and public scrutiny.
Engagement shapes: single-project study · annual incentive evaluations · public-meeting support
Request a quotePick the cadence that fits your stage. Most clients evolve from project work to fractional support over time.
A defined scope, fixed timeline, and clear deliverable. Ideal when you have a known need and want a one-time outcome.
Ongoing senior support — a defined number of hours per month, recurring deliverables, and a partner on call when decisions arise.
Senior expertise on speed-dial, billed by the hour or block. Best when you have an in-house team but want a sounding board.
You get senior expertise without the full-time salary, benefits, equity, or long onboarding ramp. For most $1M–$25M businesses, fractional gets you 80% of the value at 20–30% of the cost — and you can scale the relationship up or down as your needs change.
Yes. We work with clients across the U.S. — most engagements run remotely with periodic on-site visits when it adds value. Our economic-impact work has additional jurisdictional considerations we'll walk you through on the discovery call.
Project work generally ranges from $5K–$40K depending on scope. Fractional retainers typically start at $2,500/month. Economic-impact studies are quoted individually based on geography and complexity. Every engagement is fixed-fee — no surprise invoicing.
From discovery call to kickoff, most engagements start within 2–3 weeks. Urgent project work can move faster when scope is well-defined.
We'll tell you. Where we can't help directly, we usually know someone who can — and we're happy to make the introduction. We'd rather lose a project than oversell.