Four ways to work with us.
One-time projects, retainers, or the full Operator Pass. The right fit depends on what you need now and what you'll need in twelve months.
Capital Deployment Plan
A 1-page written plan showing where every dollar of your advance goes and in what order.
One-time fee scoped on the call.
- 01You just funded and want a real plan before spending
- 02You don't need ongoing help, just a starting point
- 03You'll execute yourself with our partner referrals
- 0130-min discovery call
- 02Written plan delivered in 48 hours
- 03Daily ACH margin model
- 04Vendor referrals where useful
Project engagement
You need ONE thing fixed — bookkeeping cleanup, CRM rollout, ServiceTitan implementation, a marketing channel build.
Project fee scoped on the call. 30 to 90-day timelines.
- 01You know exactly what you need
- 02You want a fixed scope + fixed timeline
- 03You'll handle the rest in-house
- 01Scoping document
- 02Vetted specialist team
- 03Coordinated end-to-end
- 04Handoff documentation
Monthly retainer
You want a fractional CFO / strategic operator on call, month over month.
Monthly retainer scoped on the call. Month-to-month, no contract.
- 01You want a coordinator on retainer
- 02You expect multiple needs over 12 months
- 03You want vendor pricing on the stack
- 01Monthly cashflow review
- 02Quarterly business review
- 03Specialist coordination
- 04Vendor preferred pricing
Operator Pass
Every essential service bundled into one monthly retainer. Direct Slack channel. Bookkeeping included. Limited to 25 active operators.
Membership pricing on the qualification call. Annual or quarterly.
- 01Funded $100K+, growing fast
- 02Want one number to call for everything
- 03Value time at $500+/hour
- 01All 12 service categories
- 02Bookkeeping included
- 03Quarterly business reviews
- 04Owner mastermind events
- 05Crisis line
- 06Vendor preferred pricing
A project for a $250K-funded HVAC contractor is a different scope than the same project for a $2M restaurant group. We'd rather scope right than chase you off with a generic number. The call is free, the scope is real, and you only engage if it's worth it to you.