Frequently Asked Questions

Basically we're a consulting firm. But we've built some internal tech that helps us do things for small(er) agencies that would otherwise cost big agency money. We don't sell our software as a stand-alone product. We only sell the services it enables us to deliver. Our software doesn't conflict with the tools or software you might be using for things like tracking time, managing projects, invoicing, resource planning, finance, etc. Our technology is mostly focused on pulling together, cleaning and reporting on data from these types of tools. We actually enhance the tools you're already using by pulling them together and giving you a clear picture of what's going on across your whole operation.

We're not, and we don't require you to use any particular tools or software in order to work with us. While your software vendors might tell you they can solve and automate your agency reporting, you're probably here because you've learned this usually isn't the case. We help you make sure you have the right tools and software, and connect them to an agency reporting system and process that actually works for you. We don't have a vested interest in pushing clients to specific software. We make every recommendation based on how it helps you answer the specific questions your team is asking every day.

Probably not, although we have CPAs on our team – we're not an accounting firm and don't plan on becoming one. There are several great firms that specialize in helping agencies. We know them well. We've partnered with many of them to serve our clients, as our clients still need a process or partner for managing their financial data and filing their taxes. Our belief is that good financial data is an important, but small piece of the puzzle when it comes to getting insight into your agency's profitability.

Not really. There may be a little bit of overlap, but we know and love these folks as well and have collaborated to serve clients together. Their expertise is in setting up one specific tool to streamline your delivery and project management function. They're very good at it, they know ClickUp and Asana extremely well. Our expertise is in making sure the entire system for operations is intentionally designed and supporting your business model. That means looking at things like what services you sell, how you structure your delivery team and organization, how you structure contracts, pricing models, and more.

Unfortunately not. However, we're frequently speaking and running workshops and webinars – many of which are free. You should subscribe to our newsletter and socials to find out about Q&A sessions we're involved in.

Yes. Regardless of how you structure your pricing. Regardless of how you structure your delivery teams (or outsource work to partners). Regardless of whether or not you're currently tracking your time. Regardless of how messy or non-existent your project and financial data is. We can work with you. That's the problem we solve. Our only requirement is that a net profit margin of 25% would mean $100,000 or more for you.

Our engagements are structured to get you only the help you need without locking you into an expensive or long commitment. We can work with you for as little as $7,000 and for as much as $100,000+. Engagements can last as little as 2 weeks and can last for as long as your business exists. The best way to figure out what this will look like for you is to apply to work with us.

The short answer is almost none. We have no specific tooling requirements and have worked with clients who weren't tracking time, projects or estimating their work. They weren't even using accounting software. That's exactly what we're here to help with – no matter how badly you're struggling with operations tools and data. If you have specific concerns about your data and systems, let us know about it and we'll figure out if we can make an engagement work.