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Harbor Bend, OH

(555) 555-0123
NorthwayAdvisory

How we work

Pick the depth. The method underneath does not change.

A short diagnostic, a three-month push, or a standing monthly seat. All three run on your own numbers, all three end with something written down, and all three start with the same thirty-minute call.

A hand writing notes in a lined notebook by a bright window

01 / 03

The Diagnostic

Length Two weeks

Investment from $2,400

A hard look at the whole business, then a written picture of what is actually going on and what to do about it first.

Right for you if: Owners who know something is off but keep getting three different answers about what.

What is included

  • Two working sessions with you, about ninety minutes each
  • A read of your last two years of financials and job or product data
  • Short conversations with up to four people on your team
  • A written findings memo, usually eight to twelve pages
  • A ranked list of fixes with the effort and payoff for each
Ask about the Diagnostic
Trays of fresh pastries at a bakery counter with a baker at work behind the glass

02 / 03

The 90-Day Sprint

Length Three months

Investment from $9,000

We pick the one change that moves the most and we install it together, on a schedule, until it holds without us.

Right for you if: Owners who already know the problem and need someone to drive the fix past week three.

What is included

  • A kickoff session to set one measurable target
  • Every-other-week working sessions, twelve weeks in total
  • The documents built with you, not handed to you
  • Training for whoever will own the work after we leave
  • A closeout review against the number we started with
Ask about the 90-Day Sprint
Four upholstered armchairs arranged around a small round table in a bright lobby

03 / 03

The Retainer

Length Month to month

Investment from $1,800 per month

A standing seat at the table. One monthly working session, a look at the numbers, and a phone that gets answered in between.

Right for you if: Owners who have the basics in place and want a second set of eyes on the decisions that matter.

What is included

  • One half-day working session each month
  • A monthly read of your operating numbers
  • Calls and email between sessions, no clock running
  • Help preparing for lender, landlord and partner conversations
  • A quarterly written check against the plan
Ask about the Retainer

What happens first

What a first call looks like.

Thirty minutes, by phone or in our office on 123 Main Street. There is nothing to prepare and nothing to bring. You will not be asked for a budget.

Book the call
  1. 01

    You talk for twenty minutes

    What is happening, what you have already tried, and what would have to be true a year from now for you to call it fixed. We take notes and mostly stay out of the way.

  2. 02

    We ask about the numbers

    Revenue, rough margin, headcount, and how you know those figures are right. Nothing formal. We are listening for whether the problem you named is the problem you have.

  3. 03

    We tell you what we would look at first

    Out loud, on the call, whether or not you hire us. If it is a bookkeeping problem or a software problem, we will say that and name someone who does it.

  4. 04

    You decide later, not on the call

    If there is a fit, you get a one-page scope and a fixed price by email within two business days. If there is not, you have still had a useful half hour.

Where the work usually lands

Four subjects, whichever engagement you pick.

Operations and process

The work moves through the business the same way twice, and you stop being the only person who knows the sequence.

  • Map how a job actually moves from sold to paid
  • Find the three steps that cause most of the rework
  • Write the short version of each process, one page each
  • Hand a piece of the schedule to someone other than you
Bring this to a call

Pricing and margin

Know what each job, product or account really earns, then price on that instead of on what the last guy charged.

  • Job or product-level margin from your own numbers
  • A quoting method you can hand to someone else
  • A plan for the customers you are losing money on
  • Wording for a price change that keeps the good accounts
Bring this to a call

Hiring and roles

Roles written down, a hiring process that runs on a schedule, and a first thirty days that does not depend on you.

  • One-page role descriptions with real accountabilities
  • An interview script and a scoring sheet
  • A thirty-day onboarding plan that someone else can run
  • Pay structure that matches what you need people to do
Bring this to a call

Cash and forecasting

A rolling look at the next thirteen weeks so payroll, taxes and the slow season stop arriving as a surprise.

  • A thirteen-week cash view you update in fifteen minutes
  • The four numbers worth looking at every Monday
  • Seasonal planning built from your own history
  • A calm conversation to have with your bank
Bring this to a call

Not sure which one fits?

Most owners do not know until they say the problem out loud. Call and we will tell you which of the three we would suggest, or that none of them apply.

Request a call (555) 555-0123