The catalog, stated plainly.
One rule decides every line: if a service is always-on and its marginal cost is software, data, or agent time, it is inside the percentage. If it requires hard third-party dollars, linear human hours, or a license we do not hold, it is separate, priced as its own percentage event, passed through at cost, or referred out.
Most firms never get this list in writing from anyone. Here is ours.
Growth engine
The demand side, run as a system instead of a side project.
Inside the fee
- Prospect database and targeting, backed by a national firm and business dataset
- Cold outbound email system (the same machine that probably found you)
- Local SEO, reviews, and reputation
- Online presence: Google Business Profile, directories, listings
- Campaign landing pages and funnels on infrastructure we control
- Paid ads management (your ad spend, passed through at cost, never marked up)
- Content and newsletter on a set cadence
- Social content calendar and posting
- The advisory research desk: productized tax research your firm resells to business clients as advisory engagements
Separate, and we say so
- Website builds and rebuilds (scoped project)
- Active social community management (a human-hours pit; we say so)
Sales and intake
From inquiry to engagement letter without the owner chasing.
Inside the fee
- CRM setup, pipeline automation, follow-up sequences
- Booking, routing, and intake forms
- Sales process design and scripts
- Proposal and engagement-letter automation
Separate, and we say so
- Closing: we deliver booked, qualified meetings and the proposal; the yes is yours. A dedicated closer is a commissioned seat, separate.
- Staffed phone answering by humans (referral partner)
Billing and cash
We defend the same collections number we are paid on.
Inside the fee
- Invoicing automation and payment rails setup (processing fees pass through)
- AR follow-up sequences on current work
- Fee-schedule, pricing, and revenue-leakage analysis
Separate, and we say so
- Historical AR recovery (roughly 15% of dollars actually recovered; event-priced because it is a windfall, not a system)
Owner intelligence
The firm, visible. Most owners have never seen their own machine.
Inside the fee
- System connections and the data pipeline (the foundation everything reports from)
- Owner dashboard and monthly scorecard
- Peer benchmarking against the firm dataset
- Annual expense audit and tool-spend review (the displacement math, re-proven yearly)
- Annual planning model and forecast
Separate, and we say so
- Bespoke CFO-grade financial modeling (the standard model is in; investment-banker decks are not the product)
Practice infrastructure
The unglamorous layer that decides whether everything else holds.
Inside the fee
- Tool consolidation and vendor management
- Email, domain, and deliverability infrastructure
- Client portal, document intake, e-sign, deadline tracking
- Inbox triage and scheduling automation
- Payroll orchestration: we operate your payroll system (time collection, approval prep, new-hire setup, provider sync); your provider of record moves the money and files the taxes; you click approve on every run; we never move money
- The talent funnel: postings written and placed, candidates sourced and screened, interviews scheduled; you decide; sponsored-post dollars pass through
- Onboarding data migration (current year plus one prior, from live systems)
Separate, and we say so
- Executive and partner search (separate, as a percentage of first-year compensation)
- Data archaeology: dead systems, paper, deep history (scoped project)
- IT and device support, network, helpdesk (never; referral partner)
Exit and corporate
Every year under management makes the firm more sellable.
Inside the fee
- Exit readiness: SOP documentation, a clean data room, an annual valuation estimate
Separate, and we say so
- Sell-side brokerage at exit (the exit clause: a stated commission, with the conflict handling disclosed on the exit-path page)
- Buy-side acquisitions for your firm (separate engagement, percentage of the deal)
What we never do, at any price
Your production work: returns, books, attest, advisory. Being the payroll provider of record. HR and benefits administration. IT helpdesk. Licensure, liability, and positioning all point the same direction, and the boundary is why you can trust the rest of this page: we are structurally incapable of competing with you.
We run everything around the work. You do the work.
How the fee works: the pricing page. How an engagement starts: how it works.
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