Scale
Operator Pass  ·  0 of 25 seats open

One number
to call.

Every essential service bundled into one monthly retainer. Direct line to the team. For operators who want to stop assembling consultants piece-by-piece.

Request an invite/Back to Scale
What's inside

Twelve services. One retainer. Direct dial.

Designed for operators who'd rather pay once and get everything than nickel-and-dime across five vendors.

  1. 01
    Monthly cashflow review
    30-min Loom walkthrough of your P&L + 13-week cash forecast.
  2. 02
    Quarterly business review
    Full operational audit + roadmap update + next-quarter priorities.
  3. 03
    Bookkeeping included
    Done-for-you monthly close on QuickBooks. Always current, always accurate.
  4. 04
    Renewal coordination
    We time + structure your next funding round so the math works.
  5. 05
    Direct Slack channel
    Same-day responses. No tickets, no queues.
  6. 06
    Vendor pricing on the stack
    Discounts on Gusto, Square, Shopify, Mercury, Klaviyo, and the rest.
  7. 07
    Industry benchmark access
    See your numbers vs. anonymized peers in your industry.
  8. 08
    Priority on every project
    Front of the line whenever you commission new work.
  9. 09
    Owner mastermind dinners
    Quarterly in-person Florida events. Network with other funded operators.
  10. 10
    Vetted partner network
    Curated specialists for marketing, hiring, ops, legal — pre-negotiated.
  11. 11
    Crisis line for emergencies
    Cashflow shock, lawsuit, funder dispute — we triage.
  12. 12
    Annual strategic planning retreat
    Full-day off-site to set the next year's growth playbook.
Built for
  • Just funded $100K+ and want a real plan
  • $50K–$500K monthly revenue, growing
  • Owner-operator who values their time at $500+/hour
  • Tired of cobbling together six consultants
  • Wants one number to call when anything operational breaks
Not for
  • Pre-revenue or under $25K/month
  • Operators who want hourly invoices over a flat retainer
  • Anyone looking for tax filing or licensed financial planning
  • Operators who haven't funded and don't plan to
  • Anyone who wants slide decks instead of execution
The math

One pass replaces five retainers.

Operators typically save 40–60% versus hiring each service separately — and skip the time tax of managing five vendors. The actual retainer scoped on your call based on volume.

  1. 01Monthly bookkeeping~$1,200/mo
  2. 02Fractional CFO retainer~$3,000/mo
  3. 03Marketing agency baseline~$2,500/mo
  4. 04Renewal advisory + structuring~$1,500/mo
  5. 05Vendor pricing on operating stackPay full retail
  6. 06Quarterly business reviewsDIY
  7. 07Direct line, same-day accessN/A
  8. 08Owner mastermind events$2-5K/year
Apply for an invite

Three seats remain.

We'll set up a 30-minute call to confirm fit + walk through how membership works. Members start the next business day.

Book my qualification call