Services
Four practice areas, one method
Every engagement is scoped, priced and dated before it begins.
What each area covers
Financial planning
A budget the company can hold to, a cash forecast that is updated rather than rebuilt, and a monthly pack that fits on two pages.
Retainer or fixed fee
Operations review
Interviews, a walk through the work itself, and a written account of where time and margin are lost.
Fixed fee
Compliance and risk
An inventory of obligations, a named owner for each, and a calendar with reminders that reach a person.
From an audit
Transactions
Preparation before a process opens, support during diligence, and the integration questions nobody has time for afterwards.
On request
Engagements
Three ways to work together
Assessment
Fixed fee
Two weeks, one question, one written answer.
- Scoping call
- Written recommendation
- One presentation
Project
Fixed fee
A defined piece of work with a start and an end date.
- Agreed deliverables
- Weekly progress note
- Named partner
Retainer
Monthly
Continuing support for owners without an internal function.
- Agreed days per month
- Monthly reporting pack
- Priority availability
Fees are agreed in writing before the first meeting. Nothing is billed by the hour without a cap.
Questions
Asked before we start
How quickly can an engagement begin?
Assessments usually start within two weeks of the scoping call.
Do you work with our accountant?
Yes. We ask for an introduction early so nothing is duplicated.
What happens to the documents afterwards?
They are returned or destroyed at the end of the engagement, as you prefer.
Is the first call chargeable?
No. The scoping call is part of deciding whether there is work to do.
Bring the question, we will tell you if it is ours
Referrals are free and frequent.