Fixed-scope diagnostics for owner-led professional services firms approaching a decision point.
No ongoing engagement. No implementation. Written decision clarity.
Fixed scope, paid diagnostic. No exploratory calls.
Optional follow-on support is discussed only if appropriate.
Each diagnostic is structured, scoped, and priced independently.
All deliverables are written, audit-ready, and designed to clarify the constraint before action.
For firms facing a consequential decision with unclear root causes or conflicting advice.
You receive:
Structural Assessment
A written evaluation of the decision environment and constraint
Constraint Map
Visual breakdown of the structural issue driving symptoms
Decision Brief
Clear recommendation on what to do, what not to do, and what to defer
For productions preparing for Georgia tax credit submission or audit.
You receive:
Audit Exposure Assessment
Evaluation of documentation, sequencing, and structural risk
Documentation & Sequencing Map
Visual breakdown of binder structure and workflow gaps
Audit-Readiness Brief
Written clarity on what to fix, what to ignore, and how to prepare
For firms evaluating automation or workflow upgrades.
You receive:
Automation Feasibility Assessment
Evaluation of current workflows and automation potential
Opportunity Map
Visual breakdown of automation leverage and constraint points
Implementation Sequencing Brief
Written clarity on what to automate, when, and in what order
For owners deciding whether to hire, restructure, or redesign their controller function.
You receive:
Controller Structure Assessment
Evaluation of reporting, ownership, and financial workflows
Decision Map
Visual breakdown of controller options and constraint patterns
Reporting & Ownership Brief
Written clarity on what structure is needed and why
For accounting and professional services firms adjusting pricing or expanding advisory.
You receive:
Revenue Leak Assessment
Evaluation of pricing structure, delivery capacity, and advisory posture
Revenue Leak Map
Visual breakdown of where time, margin, or opportunity is escaping
Pricing & Advisory Brief
Written clarity on what to adjust, what to protect, and what to defer
For firms investing in lead generation or outbound.
You receive:
Lead Flow Assessment
Evaluation of messaging, targeting, and qualification structure
Revenue Leak Map
Visual breakdown of where leads are misaligned or wasted
Lead Flow Sequencing Brief
Written clarity on what to fix, what to ignore, and how to scale
Fee
$3,500–$5,000
depending on diagnostic
Scope
Fixed
Timeline
1–2 weeks
Implementation
Not included
This engagement ends with written decision clarity.
It is designed to prevent high-confidence decisions made in the wrong order.
Start with clarity. The diagnostic isolates what's actually constraining your next move — so you can act in the right order.
Request the Diagnostic