Focused, fixed-scope projects that solve one specific operational problem - a CRM that's not being used properly, a pipeline that leaks leads, or lead handling that's exposing the practice to Consumer Duty risk.

Each engagement is scoped, priced, and delivered on its own, with a clear before-and-after result. A good starting point if you know exactly what's broken and want it fixed without committing to a full review.

A deeper, whole-practice engagement that looks at how everything fits together - systems, processes, compliance, and growth rather than one issue in isolation.

This is for practices that want a genuine operational health check, or that are scaling and need the infrastructure to catch up with the ambition.

Delivered as a structured project with findings, priorities, and a clear implementation plan, not just a report that sits in a drawer.

Not every practice fits neatly into a fixed-scope project. If you need something broader, ongoing, or combined across operations and bookkeeping, we'll build a package around exactly what your practice needs.

Get in touch to talk through your situation, and we'll put together a tailored scope and price.