Operations · ConstructionA contractor that could finally take a vacation
A family-owned remodeling company with fourteen employees depends on the owner for every schedule and estimate. A typical engagement maps intake-to-invoice, writes eight core procedures, introduces a weekly operations meeting and hands scheduling to a trained coordinator.
Typical focus: scheduling, estimating, weekly cadenceFinance · HospitalityA restaurant group that stopped guessing about cash
Two neighborhood restaurants close their books months late and are surprised by tax bills. The engagement catches up the books, sets a monthly close, builds a thirteen-week cash forecast and renegotiates three supplier agreements.
Typical focus: monthly close, cash forecast, supplier termsCreative · MusicA touring musician with one place for everything
A working musician earns from royalties, session fees and touring through a loan-out company. The engagement sets up bill pay, logs every income stream, organizes the corporation’s records and gives the CPA a clean year-end package.
Typical focus: bill pay, royalty tracking, loan-out recordsLeadership · Professional servicesA growing firm with a real leadership team
A thirty-person services firm has strong managers who rarely meet. A fractional COO starts a weekly leadership meeting, sets a company scorecard and leads the move to a single project-management system.
Typical focus: leadership cadence, scorecard, systemsFormation · RetailA second location opened without missed filings
A boutique retailer opens a second store in another city. The engagement coordinates the new registrations, seller’s permit, licenses and lease review with counsel, and builds a compliance calendar for both locations.
Typical focus: registrations, licenses, compliance calendar
