We build a steady flow of new clients through outbound and advisor referrals, and deploy AI that handles reporting, onboarding and meeting follow-up, so more of your time goes to advising.
Advisory capacity is capped by hours. Every hour spent chasing work or building reports is an hour not billed.
New clients arrive when someone remembers to introduce you.
Pulling numbers from QuickBooks, spreadsheets and client systems takes days every month.
Document requests, access and action items live in inboxes and heads.
Built around the software you already run. Nothing goes out in your name without your approval.
We learn your practice, the clients you want more of and where your hours go today.
Usually one acquisition channel and one time-saving workflow, scoped together.
You see it working on your own data and approve it before anything goes live.
We deploy, onboard your team and keep refining with monthly check-ins.
Fixed-price Statement of Work. No payment beyond setup until the prototype works.
Examples of what we deploy. The free call tells us which ones fit your business.
Attorneys, benefits brokers, HR consultants and bankers serve the same owners you do. We set up the partner program, the nurture and the tracking.
Data from connected systems flows into one dashboard, reports and financial narratives generate themselves, and you can ask plain-English questions like which customers are least profitable after support costs.
System access, document requests and welcome sequences go out automatically to every new client, and every call's action items are captured and assigned.
No. We build around what you already run, such as QuickBooks, NetSuite and Microsoft 365.
Professional rules for CPAs can restrict referral fees and commissions. We help you set up a simple referral agreement; check any fee arrangement with your attorney and your licensing rules.
Yes. The same acquisition system and reporting automation work for any fractional executive selling to owner-led businesses.
Fixed-price Statement of Work. No payment beyond setup until the prototype works. The exact price depends on your practice and goals, and we'll walk through it on the call.
Book a 20-minute call and we'll find the first channel and the first workflow worth automating.
Book a 20-minute call