Questions, Answered

We're not closer to your data than you are — we're closer to the pattern. We've seen how numbers like labor cost, margin, and retention trend across many small businesses, so we know what's healthy and what's a warning sign, without the story you've built up around your own numbers over years of looking at them. The data isn't the deliverable; connecting it into a clear, unbiased narrative is.

That's normal, and it's exactly what we untangle. Most clients come to us with data spread across QuickBooks, spreadsheets, and a CRM with no single view. We pull it together — you don't need to clean it up before reaching out.

No. We work with what you already have — QuickBooks, Excel, your CRM, whatever it is. The goal is to get more value out of your existing tools, not add another one.

The Business Performance Assessment starts at $500 as a one-time project, no contract. If you want an ongoing dashboard or monthly coaching after that, we'll walk you through pricing before you commit to anything.

Yes. Your data is used only to complete your analysis and is never shared with other clients or third parties.

You keep the report either way — there's no obligation to continue. Many clients move on to a custom dashboard or monthly performance coaching once they've seen what the Assessment finds, but that's entirely up to you.