Done-for-you. Done with you. Or done by you.
Every engagement starts where you actually are, not where the headline says you should be. Audit-trained, P&L-aware, risk-conscious. Built to run without you.
A three-step operating system applied to every engagement, every product, every conversation. The order matters. Most founders and most freelance operators skip the first one.
An auditor's eye finds the root cause. Where time, cash, and attention are actually leaking, not where you assume they are.
Process maps. SOPs. Automations. AI agents. Hiring infrastructure. The right tool for the right gap. Auditor-trained, operator-built.
Refine for productivity and profitability. The two outcomes every founder wants. Systems that get cheaper and faster the longer they run.
Done-for-you. Done with you. Or done by you.
Four core doors, depending on where you are. The four phase-based packages are full done-for-you engagements, I work inside your business six to twelve weeks, two clients at a time. The AI Tracks live on a dedicated page for founders going all-in on AI. Two short, fixed-scope diagnostics when you suspect something's off but aren't sure which package fits. The SOP Suite is the DIY door.
For businesses where everything lives in someone's head. SOPs that exist on a vibe, not on paper.
For teams running on outdated, duct-taped systems. Tools stacked from a dozen gurus, none tied to strategy.
Includes the full process audit ($5K standalone value) plus the automation/AI build that would otherwise be a separate engagement.
Discuss Optimization →For founders flying on instinct. No KPIs, no dashboards, no idea what trailing metrics actually say.
Note: if your data isn't structured to pull from yet, we'll scope a small data foundation step before the dashboards.
Discuss Visibility →For founders ready to grow headcount without burning out. Hiring is reactive. US payroll is choking margins. No performance review system in place.
For founders and businesses ready to integrate AI safely and strategically. With a CPA, auditor & Lean Six Sigma lens deciding what to build first, what pays for itself, and where the risk lives.
See AI Engagements →For founders who suspect they have the wrong people in the wrong roles, but can't see it clearly. Do you even have the right people? And if you do, are they in the right place?
Often the door to a longer Foundations or Optimization engagement.
For founders who feel AI-curious but AI-overwhelmed, and need an audit-trained operator deciding where to automate, and where automation creates risk.
Not ready for a fractional COO? Install the same delegation system yourself. Three bundles, Process Optimization, Full SOP, New Hire Onboarding, with walkthrough videos, fillable templates, and the prioritization plan I use with private clients.
Explore the SOP Suite →Some of the best work happens when I'm not the only operator at the table. I partner with select studios, fractional execs, and capital groups when the engagement calls for more than one lens.
Already working with a CFO, brand studio, or fractional exec? I slot in as the operations lens, the audit-trained operator who turns their strategy into systems your team can actually run.
CFOs, brand strategists, M&A advisors, capital partners. If your client is one operations engagement away from being investable or sellable, I'm the back-end you can hand them to.
15 minutes. No pitch. We diagnose where you actually are, where you want to be, and whether we're a fit.
Book a Discovery Call →