Our Services

Four practice areas. One trusted partner.

Whether you need a one-time deliverable, a quarterly cadence, or an embedded fractional partner, every engagement is scoped to your goals and stage.

Strategic Planning Market Research Accounting Economic Impact
Whiteboard strategy session
01 · Strategic Planning

Turn ambition into a measurable plan.

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.

  • Annual & quarterly planningGoals, KPIs, and a clear roadmap your whole team can rally around.
  • Sales-strategy refinementPipeline diagnostics, pricing review, and the data behind your next quarter's number.
  • Operations efficiencyProcess audits, workflow design, and tooling decisions that compound.

Engagement shapes: 4–8 week project · ongoing fractional retainer · annual planning offsite

Discuss your strategy
Analyst reviewing data on multiple screens
02 · New Market Research

Enter new markets with conviction.

Whether 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.

  • Market sizing & segmentationTAM / SAM / SOM modelling grounded in primary & secondary sources.
  • Competitive landscapeMapping the players, the moats, and the white space you can credibly own.
  • Customer & product researchVoice-of-customer interviews, pricing studies, and demand testing.

Engagement shapes: 6–10 week study · go/no-go memo · ongoing market intelligence

Scope a research project
Calculator and financial reports on a desk
03 · Accounting Solutions

Books that tell the truth — and tell it on time.

Tailored 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.

  • QuickBooks Online setup & cleanupChart of accounts redesign, historical cleanup, and integrations that stick.
  • Monthly close & reportingReliable financials by the 15th. Variance reports your team will actually read.
  • Financial-literacy coachingOne-on-one training so owners can read and lead from their own statements.

Engagement shapes: one-time cleanup project · monthly retainer · CFO-level advisory

Talk about your books
Aerial view of a city under development
04 · Economic Impact Studies

Defensible numbers for high-stakes decisions.

We 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.

  • Direct, indirect & induced impactFull input-output modelling: jobs, wages, output, and ripple effects.
  • Tax-revenue projectionsSales, property, and income-tax impact across local and state jurisdictions.
  • Stakeholder-ready deliverablesExecutive summary, technical appendix, and an on-site presentation.

Engagement shapes: single-project study · annual incentive evaluations · public-meeting support

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Engagement Models

Three ways to work with us.

Pick the cadence that fits your stage. Most clients evolve from project work to fractional support over time.

Project-Based

A defined scope, fixed timeline, and clear deliverable. Ideal when you have a known need and want a one-time outcome.

  • 4 – 12 week engagements
  • Fixed-fee pricing
  • Documented handoff
Most Popular

Fractional Retainer

Ongoing senior support — a defined number of hours per month, recurring deliverables, and a partner on call when decisions arise.

  • Monthly engagement
  • Defined scope & cadence
  • Senior partner access

Advisory

Senior expertise on speed-dial, billed by the hour or block. Best when you have an in-house team but want a sounding board.

  • Hourly or block packages
  • Same-week response
  • No long-term commitment
FAQ

Common questions.

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.

Get started

Not sure which service fits?

Book a 30-minute discovery call. We'll listen to your situation and recommend the right path — even if it isn't with us.