We help professional
services leaders
scale their practices
We work with therapists, lawyers, doctors, GCs, and more with strong businesses and ambition to expand. You know how to provide exceptional service and need expert support to translate their ways of working into scale-able processes, empower their team to take on more responsibility, and improve their financial return.
Our Approach
We analyze your financials performance against industry benchmarks and help you understand what is driving your profit, and what the future could be. We'll map your end-to-end customer journey to identify where you are excelling and where client and team experience can be improved.
Practice
Diagnostic
Transform your organization from founder-dependent to system-driven excellence. We'll eliminate inefficiencies and and pain points to save you time, make life easier for your team, and maintain the exceptional quality you've build your reputation on.
Process Improvement
We accelerate your client acquisition with a growth strategy tailored to your resources, capabilities, and goals. We'll optimize your existing efforts, test new channels and tactics, iterate as we learn, and empower you to scale what works.
Growth Strategy
Working with Contrary
We're hands-on partners who deliver results, not reports. We’ve hired our share of fractional experts, and strive offer the flexible, impactful support that we’ve always tried to hire. We’re go to market and operations generalists with a broad range of experience and a deep bench of functional experts and operators to execute. Our goal is always to work ourselves out of the job — to understand your challenges and build the long term solution, leaving you with systems and resources to own the work long after we’re gone.
What We Hear & What We Do
My business is going well and I don't understand why I don't have more money left at the end of each month
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We conduct a detailed financial analysis comparing your performance to industry benchmarks. We identify profit leaks, optimize pricing structures, and implement financial tracking systems to improve your margins and cash flow.
I'm stuck managing day-to-day operations instead of focusing on what I do best
We document and streamline your core processes, implement project management systems, and create clear team workflows. This frees you to focus on high-value client work while ensuring operations run smoothly without your constant involvement.
I think I know what is working but I don't have the data to back it up - I'm flying blind
We implement tracking systems for key metrics and create dashboards that give you clear visibility into what's driving growth and profitability. You'll get monthly insights and recommendations based on actual data.
There are too many ways to attract new clients —I I don't know where to start and don't want to waste money
We prioritize marketing initiatives based on your resources and goals. We start with small, measured tests of proven channels, carefully track results, and only scale what works. No spray-and-pray spending.
I wish I could delegate, but when I try things aren't done with the same level of quality
We create detailed process documentation, quality control systems, and training materials that capture your expertise. This ensures consistent delivery even when you're not directly involved.
Our Clients
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CBTAA | Sales Funnel Optimization
Built sales infrastructure, implementedreplicable processes for scaling, and hired a team to help a private practice from 6 clinicians to over 20 in a year.
Context: Cognitive Behavioral Therapy and Assessment Associates (CBTAA) was a successful 6-clinician practice hitting a growth ceiling. The founder and clinicians were stretched thin handling patient care, sales, and practice operations, while inconsistent sales limited expansion.
Engagement: We evaluated the client journey from end to end to identify inefficiencies and pain points for our staff. We implemented quick-win changes to add reminder messages (reducing no-show rate), remove a clinician consultation, and implement a pre-call survey to gather additional. information (improving conversion rate). At the same time, we hired an experienced salesperson to own client onboarding calls and developed a script, objections, and much more robust CRM implementation to capture essential performance data.
Impact: Our changes reduced no-show rate by 30%, entirely removed clinicians from the sales process (their biggest complaint!), and improved consultation-to-client conversion by over 25%. We also established the data and operational infrastructure to understand our performance drivers and salesperson performance for continual optimization. The practice tripled in size over our year with them and is still growing!
R5 Construction | GTM Strategy
Helped General Contractor expand into San Francisco Bay Area remodels and renovations.
Context: R5 had established business and a strong reputation in Northern CA, primarily building new homes. Rising interest rates and shifts in local dynamics drove owners to target expansion into the Bay Area remodels and renovations, ideally through partnership.
Engagement: We helped R5 and their Bay Area partner define roles and responsibilities, structure their JV, and negotiate economics. Then, we worked with them to define their ideal customer profile and project profiles, as well as establish our differentiation to the typical GC. We delivered a short- and long-term growth strategy and helped put the pieces in place for their launch!
Impact: R5 has thrived in the Bay Area! They exceeded their year one goals by 75% and have a 6+ month waitlist for new projects.
WHTLBL | 3-Year Strategy
Helped event services provider understand their profitability, manage their cash, and make decisions based on a clear cash forecast.
Context: WHTLBL provides marketing and production services to event organizers. Clients range from brewery concerts and craft markets to cinema series and multi-day music festivals. WHTLBL did not separate project expenses and income from their books, and had no understanding of project profitability.
Engagement: We onboarded a new Controller and Bookkeeper, improved their Chart of Accounts, and implemented Class-based accounting to separate projects from company financials. At the same time, we built budget templates for the project teams and SOPs for reconciling project budgets with QBO. Together these improvements allowed us to measure project-level profitability and accurately forecast the next year+ of cash flows.
Impact: Our financial analysis allowed us to renegotiate with major partners, transition to a more flexible staffing model, and conduct long-term strategic planning that was previously impossible.
What our clients say
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