Services & Pricing
Every engagement starts the same way, with a process audit. It’s how we figure out what’s actually broken before deciding what to fix. From there, the scope depends on what we find.
Here’s exactly what each service includes, what it costs, and how payment works.
Process audit ~ $300
This is the starting point for every client, no matter the size of the project. You show me your current process, either in writing, a screen recording, or a voice memo; and I map out what’s actually happening, where the time and errors are coming from, and what’s worth fixing first.
You get a written audit report covering your current state, a risk analysis showing where things are most likely to go wrong, an optimized version of your process with clear reasoning for every change, and a Process Score showing the before and after across clarity, error risk, redundancy, and time waste.
This is a complete, standalone service. You’ll walk away with a clear picture of your process even if you decide not to go further. Most people do go further and when they do, the $300 comes off the package price.
What’s included:
- Intake review: I read your answers, watch your recording, or listen to your memo before we ever get on a call
- Written audit report with findings and recommendations
- Current state process map
- Risk analysis showing where errors and delays are most likely
- Optimized process showing what changes and why
- Process Score: a before and after summary across four dimensions
- Plain-language instruction guide for the improved process
- One 30-minute delivery call to walk through results together
Timeline: delivered within 5 to 7 days from the date your intake is complete.
Payment: $300 paid in full before work begins. Non-refundable once review has started.
single system build ~ starting at $750
One process, fully rebuilt from the ground up. This is for when the audit has identified a specific system that needs more than recommendations, it needs to actually be fixed and handed back to you ready to use.
Good for fixing things like:
- An invoicing or billing process that takes too long or keeps producing errors
- A monthly close or reconciliation workflow that only one person knows how to run
- A client onboarding process with too many manual steps and dropped balls
- Any repeating task where mistakes keep happening in the same place
What’s included:
- Everything in the Process Audit (if not already completed)
- Full rebuild of one process from current state to working system
- Custom spreadsheet or template built for your specific setup
- Plain-language walkthroughs so anyone on your team can run it
- One 60-minute delivery call to walk through everything together
- 30-minute follow-up support window after delivery
Starting at $750. Final price confirmed after your audit based on actual scope.
If you’ve already completed a Process Audit. The $300 you paid is credited toward this package. Your remaining balance starts at $450, due in full before work begins.
multi-system package ~ starting at $1,500
Two or three connected processes rebuilt together. This makes sense when your systems are tangled, fixing one without fixing the others just moves the problem around.
Good for fixing combinations like:
- Accounts receivable and accounts payable
- Monthly close plus a reporting workflow
- Job costing, invoicing, and payment tracking
- New client intake through to project delivery
What’s included:
- Everything in the Single System Build, applied across two to three systems
- Up to two custom templates or spreadsheets
- Software connection recommendations ~ what tools should talk to each other and how
- Step-by-step setup instructions for any new tools suggested
- Priority email support for two weeks after delivery
Starting at $1,500. Scoped and quoted after your audit so you know exactly what you’re getting before you commit.
Payment: $300 process audit credited toward total. 50% of remaining balance due before build work begins. Remaining 50% due at delivery.
Example: if your quoted package is $1,500, your remaining balance after the audit credit is $1,200. You pay $600 to start and $600 when work is delivered.
full workflow overhaul ~ starting at $3,000
A top-to-bottom rebuild of how a core part of your operation runs. This is for businesses where the problem isn’t one system ~ it’s that several systems are all broken in ways that affects each other.
Good for situations like:
- You’re running five or more processes manually and all of them have problems
- Your business has grown and the whole way work gets done needs to be rethought
- You want standard operating procedures built so your team can run things without you
- You’re onboarding staff and nothing is documented well enough to hand off
What’s included:
- Everything in the Multi-System Package, applied across five or more systems
- Full business operations review across all identified processes
- Prioritized fix plan with phased rollout so changes don’t happen all at once
- Complete template and SOP library your team can actually use
- Software setup done for you ~ not just recommendations
- 30-day support window after delivery for questions as you implement
Starting at $3,000. Custom quoted after your audit based on actual scope and hours.
Payment: $300 process audit credited toward total. 50% of remaining balance due before build work begins. Remaining 50% due at delivery.
Add these to any package:
Decision flowchart ~ $150 standalone, $75 added to any package
A visual map of how decisions get made in your process. Useful for training staff, creating consistency, and taking the guesswork out of situations that come up repeatedly.
Extra template or spreadsheet ~ $75 each
An additional custom-built file beyond what’s included in your package.
Software setup ~ $150 to $300
I connect your tools for you instead of handing off instructions. Price depends on what needs to be connected.
Extended support ~ $200 per month
Monthly check-in calls after delivery to make sure the new system is actually sticking and to troubleshoot anything that comes up.
How payment works
No surprises. Here’s how payment works for every engagement.
The process audit is $300 paid in full before work begins. It’s a flat rate, not a deposit. You’re paying for a complete deliverable. If you move forward with a package, the $300 is credited toward your total.
For the Single System Build, your remaining balance after the audit credit starts at $450. That full amount is due before build work begins.
For the Multi-System Package and Full Workflow Overhaul, your remaining balance after the audit credit is split 50/50. Half is due before build work begins. The other half is due when the work is delivered; before I hand over the final files, templates, and delivery call.
Payment is accepted by credit or debit card through Stripe. You’ll receive a secure payment link by email; no account required on your end.
Work does not begin until both a signed service agreement and the applicable payment have been received..
Not sure where to start?
If you’re not sure which package fits, that’s completely normal. Most people aren’t sure until after the audit. That’s exactly what it’s designed for.
Start with the free 20-minute intro call. We’ll talk through what you’re dealing with, and I’ll tell you honestly whether an audit makes sense and what I’d expect to find. No pressure, no pitch.
Or if you already know you want to get started: