Choose where you need the most clarity
Every engagement starts with a focused diagnostic that shows what’s working and what’s not — whether it’s in your finances, systems, or AI strategy.
Financial Health & Efficiency
Get a reality check on where the money goes. We dig through the numbers to find the leaks, lagging margins, and silent cost drains that keep you from scaling.
- Clean set of financial statements and cash-flow diagnostics
- Benchmarks against similar-size firms
- Three specific actions to strengthen liquidity and margin control
A short, visual report that shows exactly what to fix first—and what to stop wasting money on.
Technology & Systems
If your software bill keeps rising but output doesn’t, something’s off. We review your tools, subscriptions, and workflows to uncover wasted spend and missed automation.
- Full tech inventory with cost-to-revenue ratios
- Workflow mapping to key in on opportunities
- ROI and utilization scores for each system
- A simple roadmap for consolidation and automation
A leaner tech stack that cuts waste and speeds up the work that actually makes money. Tools that make good financial sense.
AI Readiness & Risk
AI is powerful—but not plug-and-play. We test where automation adds real value, where it’s premature, and where it’s risky.
- An AI readiness score across data, process, and governance
- Clear use-cases that fit your business model, size and resources
- A risk checklist covering compliance, privacy, and oversight
A grounded plan for adopting AI that helps operations—not a science-fiction experiment.