Fixed-scope diagnostics for owner-led firms facing consequential decisions.
The work identifies the real constraint before you invest in hiring, automation, restructuring, or expansion.
Founders, operators, and accounting leaders who need clarity before committing resources.
Common triggers include:
Reporting delays
Inconsistent delivery
Workflow breakdowns
Capacity strain
Unclear ownership
If you're approaching a decision that affects hiring, pricing, systems, compliance, or growth — this is where you start.
Owner-led firms operating in environments where decisions are structural, documentation-heavy, or hard to reverse. These domains often involve regulatory pressure, workflow complexity, or high-stakes financial implications.
Domains include:
Georgia Film Tax Credit
Preparing for tax credit submission or audit
Domain overview →
AI & Automation Environments
Evaluating automation or workflow upgrades
Real Estate Accounting & Controller Functions
Deciding whether a controller or restructure is needed
Professional Services Pricing & Advisory Expansion
Adding advisory services or updating pricing
Lead Generation & Qualification Systems
Seeking clarity before investing in lead generation
Each domain has its own constraints, failure patterns, and decision risks.
The diagnostic clarifies these environments before you commit resources.
Patterns commonly diagnosed include:
Hiring to solve a structural issue
System changes with upstream bottlenecks
Pricing adjustments without capacity clarity
Misidentified constraints
Compliance fixes without workflow design
Ad hoc purchases driven by data quality or complexity
Optional follow-on support is discussed only if appropriate.
Provide access to relevant information
Work is completed independently
Receive a clear structural assessment of the constraint
Walk through results with your team
Start with clarity. The diagnostic isolates what's actually constraining your next move — so you can act in the right order.
View the Diagnostic