Fix Your Firm

Three numbers your firm has never had.
Found for you.

Review & Recommend is a done-for-you diagnosis of how your work gets done, how much of it your firm can sustainably carry, and what your pricing and client list should look like against that number.

ProductionCapacityPricing + Clients
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Lever 01  ·  Production
How long should this work take?
We analyzeWorkflow, software, AI, and handoffs.
In your reportRecommended tools and workflows, plus new production time by service.
Lever 02  ·  Capacity
How much can the firm sustainably carry?
We analyzeThe new time per service against the season and hours you actually want.
In your reportSustainable capacity by service line.
Lever 03  ·  Pricing + Clients
Which clients belong in that capacity, and at what price?
We analyzeEvery client on fit, pricing, scope, payment, risk, and capacity impact.
In your reportA verdict and recommended fee for every client, and scenarios against your sustainable capacity.

This is what you're buying.

Fix Your FirmPreview
Review & Recommend
Firm Analysis + Implementation Roadmap
  • 01Executive Summary
  • 02Current Tech + Workflow
  • 03Production Opportunities
  • 04Recommended Tech + AI
  • 05Production Time by Service
  • 06Capacity by Service
  • 07Firm Fix Scores
  • 08Recommended Pricing
  • 09Scenario A
  • 10Scenario B
  • 11Scenario C
  • 12Order of Attack
  • 13Implementation Scope
What the report answers
  • 01How should the work be done?
  • 02How long should each service take?
  • 03How much can the firm sustainably carry?
  • 04Which clients belong?
  • 05What should they pay?
  • 06What happens under each scenario?
  • 07What should happen first?
  • 08What would it cost for us to implement it?

The report is yours whether you hire us for Implementation or not.

The Firm Fix Score

Every client is rated on fit, pricing, scope, payment, risk, and capacity impact, then given one of five verdicts.

KEEPGood client. Good economics.
RAISEGood client. Underpriced.
RESTRUCTUREFix scope, payment, or economics.
REFERBetter served by another firm.
RELEASEEnd the client relationship.
Illustrative clientIllustrative example, not a client result
ClientSmith Manufacturing
Services1120-S + annual planning
Current fee$3,600
Estimated annual human hours14.2
Effective revenue per hour$254 $366
Capacity impactHigh
FitGood
VerdictRAISE
Recommended fee$5,200

Every verdict is made with your sustainable capacity in hand, because a client you can't fit is expensive no matter what they pay.

One firm can have more than one right answer.

There may be more than one financially sound way to fix the firm.

We show you the tradeoffs before you choose.

Same firm. Three possible decisions.Illustrative modelScenario APreserve clientsScenario BSame revenue, fewer clientsScenario CMaximum relief
GoalPreserve clientsSame revenue, fewer clientsMaximum relief
Clients245201173
Revenue$1.08m$1.05m$934k
Production hours2,9162,5332,232
Owner hours / week584433
Staffing need3.0 FTE2.5 FTE2.0 FTE
Estimated profit$443k$458k$394k

Scenario A

Illustrative model

Preserve clients

Clients245
Revenue$1.08m
Production hours2,916
Owner hours / week58
Staffing need3.0 FTE
Estimated profit$443k

Scenario B

Illustrative model

Same revenue, fewer clients

Clients201
Revenue$1.05m
Production hours2,533
Owner hours / week44
Staffing need2.5 FTE
Estimated profit$458k

Scenario C

Illustrative model

Maximum relief

Clients173
Revenue$934k
Production hours2,232
Owner hours / week33
Staffing need2.0 FTE
Estimated profit$394k

Illustrative model, not client results. Assumptions: a 16-week season, 1,050 production hours per preparer, staff at $95k each, $30k software, $120k other overhead, owner pay of $200k, and a falling share of production done by the owner as the work is delegated. Your scenarios use your firm's actual numbers.

Four steps. Most of the work is ours.

1You do this

Reach out

Tell us enough about the firm for us to scope the review.

2You export, we help

Send the inputs

Client export, tech-stack information, and a walkthrough of how the work moves through the firm.

3We do this

We run the analysis

Production → capacity → pricing and clients → scenarios.

4We do this

Review the plan

We walk through the findings. You approve, veto, or modify recommendations.

The report
  • What we found
  • What it costs
  • What we'd change
  • Scenarios
  • Order of attack
The red pen session
  • Approve
  • Veto
  • Modify
Your Implementation quote
  • Full plan
  • Selected scopes
  • Do it yourself

Nothing changes inside your firm during Review & Recommend.

If you want us to execute the approved plan, that's Implementation.

Then you have two choices.

Do it yourself

Take it and execute it yourself.

You keep:

  • the report
  • recommended tools
  • the capacity model
  • client verdicts
  • pricing recommendations
  • the scenarios
  • the order of attack
or
Have us do it

Choose the Implementation scope you want us to handle.

Examples:

  • Technology + AI
  • Scheduling
  • Pricing + client changes
  • Full Implementation

Implementation scopes shown are examples. Your actual quote comes from your review.

How Implementation works

Questions, answered.

What does it cost?

One fee for most firms, quoted when you reach out, paid up front.

What if I veto everything?

Then nothing changes in your firm, and you still own the diagnosis. The report is yours to come back to when you're ready.

Do I have to buy Implementation?

No. The review stands alone. We scope the Implementation options from your review, so you can hire us for the full plan or selected workstreams.

Why tech first?

Because today's production time may include inefficiency. If we calculate capacity using bad workflow, we bake the inefficiency into the answer. First we determine how long the work should take. Then we calculate capacity. Then we decide which clients and prices fit that capacity.

Three numbers. Found for you.

Start Review

Questions first? Email info@letsfixyourfirm.com.