Fix What’s Not Working.
Strengthen What Is.
2-Day Onsite Consulting
Most owners feel the problems—inefficient teams, unclear roles, broken processes, inconsistent profitability—but never have the time or perspective to fix them. A 2-Day Onsite turns overwhelm into clarity by fixing the root causes, aligning your team, and building systems that actually work when you’re not in the room.
Price: $10,000
Our Team Comes To You
Your business shouldn’t rely on firefighting, guesswork, or who happens to show up that day. When we come onsite, we get inside the real day-to-day—your people, your processes, your bottlenecks—and rebuild the parts that are slowing your business down.
No theory. No filler. Just systems, workflows, and accountability structures your team can actually follow.
Operational Blind Spots
Most businesses don’t actually know why things go wrong—jobs running over budget, teams underperforming, recurring customer issues. We map your workflows, find the breakdowns, and fix the choke points.
Unclear Roles & Responsibilities
Confusion leads to wasted time, dropped tasks, and inconsistent output. We define clear departments, role expectations, and communication flows so your team knows exactly what “good” looks like.
No Standardized Processes
When every team member does things “their own way,” the business becomes unpredictable. We build simple, documented processes that create consistency and reduce mistakes.
No Department Structure
Without clear lanes, everyone does everything—and nothing gets done well. We break out the departments, assign ownership, and build reporting lines that drive accountability.
Poor Internal Communication
Bottlenecks, delays, and misunderstandings cost time and money. We establish meeting rhythms, reporting cadences, and expectations for upward/downward communication.
Inefficient Workflows
From customer intake to scheduling to invoicing, we map and optimize every step so the business runs smoother and faster.
Disorganized Tools & Systems
Multiple spreadsheets, scattered documents, and inconsistent platforms slow you down. We implement simple, streamlined systems your team can actually use.
What You’ll Get From Your 2-Day Onsite
We don’t hand you theory. We build the systems with you—live, in the business, side-by-side with your team.
Chart of Accounts Rebuild & Structure
A redesigned COA tailored to the business model, improving reporting clarity, margin visibility, and department-level accountability.
Accounting Workflows & Process Mapping
Clear documentation of AP, AR, payroll, invoicing, expense management, and month-end close workflows to eliminate gaps and reduce errors.
Systems & Software Alignment
A review of all financial systems (QBO, CRM, job costing, POS, payroll, bill pay) to streamline integrations and eliminate manual work.
Financial Controls & Accuracy Standards
Implementation of rules, approvals, reconciliations, and safeguards to protect accuracy and ensure clean, audit-ready financial data.
KPI Framework & Metric Selection
Defining the financial and operational KPIs that matter most — revenue drivers, margin levers, labor productivity, and cash indicators.
Executive Scorecards & Department Dashboards
Custom scorecards in Excel/Google Sheets that give leaders a weekly and monthly snapshot of the business’ health.
Management Reporting Package
A structured P&L, balance sheet, and cash flow reporting suite with commentary, trends, and variance explanations.
Target Setting & Forecast Integration
Establishing measurable goals tied to budgets, forecasts, and operational expectations for each department or role.
Break-Even, Margin & Cost Structure Analysis
Deep analysis of labor, materials, overhead allocation, and contribution margins to identify opportunities for improved profitability.
Pricing & Profitability Tools
Custom calculators for pricing, quoting, labor modeling, overhead allocation, and margin optimization.
Cash Flow & Forecasting Models
12-month cash flow projections, scenario planning, and a clear view of working capital needs.
Department-Level Accountability Systems
Connecting financial outcomes to operations, giving each department clarity on what they own financially and how their decisions impact the P&L.
Request Your Proposal
Every onsite is tailored to your business—your team size, your industry, your goals, and the challenges you’re trying to overcome.
Tell us what you’re dealing with, and we’ll send you a clear, customized proposal.