What you get
A live dashboard in your workspace
Cash, margin, pipeline, and project health in one place, fed by your monthly exports. Your own Notion login, so you can open it any time, leave comments, and work through questions async with us or your team.
The one-page operating review
Every month, in writing: what changed, why it changed, and the 2–3 decisions in front of you, each with a recommendation. The kind of page you'd forward to your banker.
A running decision log
What you decided, when, and what happened next. Last month's calls get a status line in this month's review, so decisions stop evaporating.
A quarterly strategy session
Ninety minutes with us on the bigger moves: pricing, hiring, capacity, the things a monthly page can flag but not settle.
Your side of it is small.
Once a month you drop exports from your accounting, project, and marketing tools into a shared folder. About fifteen minutes. We run them through our analysis engine, read the output against your goals and thresholds, and the review lands in your inbox. That's the whole ask.
Works with QuickBooks, Xero, Asana, monday.com, HubSpot, Google Analytics, Stripe, Gusto, and anything else that exports a CSV, spreadsheet, or PDF report.
Who it's for
Owner-operators of $2–20M service and project businesses with plenty of reports and no synthesis. If you already have a CFO who reads across every system and tells you what to decide, you don't need this. If that person is you, at 9pm, with six browser tabs open: book the call.
Book a discovery call
Thirty minutes. Bring your last P&L if you like; we'll tell you what we'd look at first.
Book a discovery call