You’ve built something real. You have clients, a team, and revenue, but the systems that got you here might not be the ones that get you to the next level.
Maybe onboarding a new client feels different every time. Maybe your team is using three tools when one would do. Maybe you’re the bottleneck for every decision because nothing runs without you.
These aren’t failures; they’re signs that your business has outgrown its current operations. And most of the time, the fix isn’t a new tool or another hire. It’s getting clear on what’s actually happening behind the scenes and building a plan to make it work better.
That’s what the Operations Climb is for. You’ll walk away with:
Every business falls somewhere on the Operations Climb pyramid. Some are still in the early stages: ad-hoc processes, fragmented communication, and a lot of figuring it out as you go.
Others have started organizing but haven’t standardized.
A few are optimizing and building for scale.
We’ll figure out where you are and map your path up.
The Starter tier is a focused diagnostic. We’ll sit down for a 60-minute strategy consultation, review your intake form, take a snapshot of your current tech stack, and assess where your business sits on the Operations Climb pyramid. You’ll walk away with a quick-win checklist of things you can fix right away and a 1-page summary report you can share with your team.
What’s included:
Best for: Business owners who know something feels off but aren’t sure where to start.
The Standard tier goes from diagnostic to prescriptive. We include everything in the Starter, plus a closer look at how your team roles actually function, a full tool usage audit, and an efficiency analysis of your core workflows. You’ll receive 5–7 prioritized recommendations, ranked by impact and effort, and a 30-minute follow-up call to help you figure out where to start.
What’s included:
Best for: Growing teams who want specific, ranked recommendations they can act on.
The Advanced tier is the full engagement. We include everything in Standard, plus 1:1 interviews with up to five team members to surface what the founder can’t always see. You’ll get a detailed tech and system usage map, an org structure and process alignment review, a phased implementation roadmap, and KPI recommendations tailored to your business. We wrap up with a final consultation and one week of Q&A access as you begin implementing.
What’s included:
Best for: Businesses ready to build the operational backbone they need to scale.
Most operations consultants don’t understand your P&L. Most CPAs don’t look at your workflows. Our business operations review does both.
Amanda Mahoney is a CPA and Certified Fraud Examiner with a background in supply chain and operations management. That means your numbers and your backend get the same level of attention, and every recommendation is grounded in what your business can actually afford and sustain.
Every assessment is tailored to how founder-led businesses actually work: limited teams, tight budgets, and real constraints.
You’ll get a business operations review that gives you a clear picture of where you are, a ranked list of what to fix, and a roadmap you can start on immediately.
Whether you're just starting to feel the operational growing pains or you already know things need to change, let's talk.
Schedule a quick intro call, and we'll figure out which tier makes sense for where you are right now.
