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Consulting

Five ways to untangle a firm's stack

Every engagement starts from the same place: a trustworthy picture of how your firm works today. What happens next depends on what the picture shows.

Book a Discovery Call PLACEHOLDER — Calendly link pending

Tech Stack Audit

The problem
You pay for more tools than anyone can list, and nobody remembers why half of them exist.
What we do
A full inventory of every tool in the practice, classified against a catalog of accounting software: what each one covers, where two of them do the same job, and what nothing covers at all.
What you receive
A defensible inventory with an overlap and coverage report you can put in front of a partner.

Deliverables

  • Tool inventory with classifications
  • Redundancy and overlap report
  • Subscription list with verified vendor pricing

Workflow Mapping

The problem
Work moves through the firm by habit — nobody can draw how a client gets from signed letter to paid invoice.
What we do
Your client work mapped across the six lifecycle phases exactly as it runs today, every handoff typed (native, manual, middleware, not connected), inefficiencies included.
What you receive
A current-state map and gap analysis the whole firm can read — the same map Workflow Weaver draws, reviewed together.

Deliverables

  • Six-phase current-state map
  • Gap analysis
  • Change-ledger review session

Integration Strategy

The problem
Staff re-key the same data between systems that could talk to each other.
What we do
A prioritized plan for the handoffs worth automating, built only on verified vendor integrations — each step tied to the finding that justifies it.
What you receive
A sequenced integration plan with vendor-proof playbooks for each connection.

Deliverables

  • Prioritized handoff list
  • Vendor playbook links per connection
  • Rollout order with dependencies

Micro-SaaS Solutioning

The problem
The gap in your workflow is small, but every product that fills it is enterprise-sized and priced to match.
What we do
Scoped, small software: a targeted build or configuration that fills exactly the gap — nothing to administer, nothing you didn't ask for.
What you receive
A working micro-tool with handover documentation your staff can run without me.

Deliverables

  • Scoped specification
  • The build or configuration itself
  • Handover documentation

Looking to Sell

The problem
Acquirers discount firms whose operations live in the owner's head.
What we do
Your workflows documented and your stack rationalized before diligence starts — the map, the tool inventory, and the handoffs on paper.
What you receive
An operations documentation package a buyer can actually evaluate.

Deliverables

  • Workflow documentation set
  • Stack rationalization plan
  • Current-state map for the data room

The process

Five steps, in the open

  1. 1

    Discovery call

    Thirty minutes on your firm, your stack, and whether this is worth doing at all.

  2. 2

    Intake

    The structured questionnaire — the same intake Workflow Weaver uses — plus interviews where the answers need depth.

  3. 3

    Current-state map

    Your stack drawn across the six phases, reviewed together until it matches reality.

  4. 4

    Findings review

    The scored findings, each citing its source — what to turn on, what to consolidate, what's uncovered.

  5. 5

    Recommendations and support

    The change ledger as a plan of record, with implementation support scoped to what you keep in-house.

Who this is for

Accounting and bookkeeping firms, specifically

This practice serves accounting firms, bookkeeping firms, and CAS practices with fewer than ten people — owner-operators making tool decisions with their own money. The catalog, the phases, and the rules behind every recommendation are built for that world, not adapted to it. If your firm is bigger, or your problem is outside the stack, I'll say so on the first call.

Pricing

PLACEHOLDER — pricing model (packages vs contact-for-pricing) — founder DECIDE pending

Start with the picture.

Book a Discovery Call PLACEHOLDER — Calendly link pending