$997
Review of your submitted diagnostic questionnaire covering revenue patterns, intake process, team structure, owner dependency, and operational constraints.
60-minute debrief call to review findings, priorities, and recommended next steps.
Post-debrief summary outlining your growth constraints, operational breakdowns, and next 90-day priorities.
No long-term contract required to complete the diagnostic.
Some firms need clarity. Others need leadership.
Whether it is a one-time diagnostic or ongoing operational guidance, our support is designed to meet your firm where it is and help move the work forward with clear, guided, and hands-on support.
$497/hr
Strategy + Accountability
to lead with clarity
$150/hr
Operations +Execution
to build and scale
Coaching is a strategic guidance service that helps firm owners clarify priorities, make stronger business decisions, and stay accountable as they lead the firm. It provides direction, perspective, and support without stepping into day-to-day operational management helping the owner lead with more clarity, confidence, and focus.
Get two-monthly coaching sessions to work through leadership decisions, firm priorities, team issues, and growth challenges with a strategic advisor.
Create clearer goals, stronger accountability, and better communication rhythms so your team is not always depending on you for direction.
Use each session to identify what is slowing the firm down, clarify next steps, and stay focused on the actions that support growth.
Fractional COO support is a deeper operational leadership service that helps manage the moving parts of the business. It focuses on improving systems, organizing priorities, supporting implementation, and creating more structure in how the firm runs, helping the firm operate with more consistency, organization, and forward movement.
Support is structured around the level of operational leadership and hands-on execution needed to move the firm forward.
We step inside the firm to identify what is breaking down, organize the moving pieces, and turn operational issues into an execution plan.
We help build and improve the workflows, SOPs, accountability systems, and team structure needed for the firm to run more consistently.
We work alongside leadership and the team to move priorities forward, support implementation, and reduce the burden on the owner.
$50/hr
Tailored to the firm’s hiring needs, team complexity, and level of HR structure required.
Support focuses on hiring, onboarding, role clarity, accountability, and performance-management systems.
Helps reduce people-related strain on leadership while building a stronger team foundation.
$75/hr
Tailored to the firm’s trust accounting needs, record complexity, and cleanup urgency.
Support focuses on client ledgers, reconciliations, documentation, trust cleanup, and workflow improvement.
Helps create cleaner records, stronger visibility, and more accountability around client funds.
$30/hr
Tailored to the firm’s administrative demands, leadership needs, and level of executive support required.
Support focuses on calendars, inboxes, meetings, follow-ups, task tracking, and priority management.
Helps reduce administrative drag so leadership can focus on higher-value firm priorities.
$50/hr
Tailored to the firm’s marketing activity, vendor involvement, and level of oversight required.
Support focuses on strategy, campaign oversight, reporting clarity, vendor coordination, and lead generation visibility.
Helps create clearer direction, smarter marketing decisions, and stronger alignment with firm growth goals.
