Business Snapshot
Growth Strategy
Business Blueprint
Services
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Advisory first. Then the work itself.
Every engagement starts with diagnosis — that is what makes us an advisory rather than a vendor. But once the plan is set, the work still has to get done. These are the capabilities we deliver in house across all four functions, so the strategy and the execution answer to the same people.
Services follow the diagnosis.
We do not sell services off a menu. The Business Snapshot establishes what is actually wrong, a Growth Strategy turns the highest-impact findings into a plan, and the Business Blueprint specifies the whole system.
What follows is the delivery capability behind those plans. Each function ends with two constants: fractional management if you want someone in the seat, and an audit that feeds straight back into a Growth Strategy.
Finance
The numbers, and the systems that produce them.
- Bookkeeping through QuickBooks
- Planning ValuationVIA BIZ EQUITY / FORTRESS BUSINESS ADVISORY
- Processing through QuickBooks
- Placed through multiple outside resourcesVIA OUTSIDE RESOURCES
Operations
How the work gets done, and who does it.
- Hiring system set up
- Onboarding processes
- Team training
- Executive-level recruitment / headhunting
- HR servicesVIA CASCADE HR
- CRM set up
- Automation & workflow
- System automations
- Hourly & custom
- Workshops
Marketing
Demand, and everything that carries it.
- Website design
- Website development
- SEO monthly
- Paid ads / LSA
- Content & AI search
- AI market research servicesVIA PROPERMUSE
- AI front deskCOLUMA
- Branding creation
- Social media
- Hourly & custom
Sales
Turning demand into closed revenue.
- Sales playbook
- Sales training
Where to start.
- All pricing shown is an estimate or range and subject to change based on scope, complexity, and specific client needs. Final pricing is confirmed in a signed proposal or agreement.
- Certain services are delivered through named partners or outside resources, as indicated above.
- These services are business and marketing advisory in nature and do not constitute legal, tax, or financial advice.
Not sure which of these you need? That’s the point of the Snapshot.
