Financial leadership, business systems, and exit planning.
Start with the problem you need to solve. Most engagements begin with financial leadership and add systems or exit work where it earns its place.
Financial leadership
A finance lead who works with you each month.
We build the annual plan with you, set the cash you keep in the business, decide owner pay and distributions, and meet on a schedule to make the calls that move the business. We work alongside your bookkeeper and CPA.
What it includes
- Annual plan and monthly budget
- Cash rules: protected cash, safety stock, take-out line
- Owner pay and distribution policy
- Monthly or biweekly operating meetings
- Hiring, pricing, and equipment decisions modeled before you commit
- QuickBooks mapped into categories you can act on
Business systems
Reporting, automation, and tools for the way your business works.
Reporting, automation, integrations, internal tools, and websites built around how the business actually runs. Additional projects are scoped and priced separately.
What it includes
- Custom reporting from your own data
- Workflow automation and integrations
- Internal tools for estimating, scheduling, or job tracking
- Websites and customer-facing pages
- Cleanup of books or systems when history is unreliable
Exit planning
Build a business someone else would buy.
We estimate what the business is worth today, show which parts of it a buyer pays more for, and plan the work that improves them: reliable earnings, less dependence on the owner, cleaner books, documented processes. It is useful years before a sale, and it is an estimate, not an appraisal.
What it includes
- An estimate of company value, updated monthly from your books
- The value drivers a buyer looks at, reviewed with you
- Add-backs and owner pay adjusted the way a buyer would
- A plan from today's estimate toward your exit goal
- Support with brokers, lenders, and buyers, quoted per project
We agree the scope and fee before work begins.
After an initial conversation, we send a proposal covering the work, responsibilities, fee, payment schedule, and term. We agree these before work begins.
- Scope agreed in advance
- The proposal sets out the work and who is responsible for it.
- Fees set in the proposal
- The fee and payment schedule reflect the agreed scope. Additional projects are scoped and priced separately.
- JGC Hub included
- Platform access is included with the consulting engagement.
- Terms agreed in advance
- The proposal sets out the engagement term and how changes are handled.
What we don't do
- Bookkeeping on its own
- We work with your bookkeeper. Hands-on help with the books is part of an engagement, not a standalone service.
- Tax filing
- Your CPA files. We plan for the tax and coordinate with them.
- Legal advice
- Entity structure, contracts, and sale documents stay with your attorney.
Tell us what you need help with.
We'll say whether it's financial leadership, a systems project, exit planning, or something you can fix without us.
A person replies within one business day.