Strategic profit advisory for established CEOs who want to close the gap between what their business earns and what they keep
Stage
Not given
Established
Founded
Not given
2018
Based in
US
GB
Pricing model
Not given
Paid
Pricing
Not given
Profit Scan: $297 (diagnostic, no call required). Profit Audit: 90-minute 1:1 session guaranteed to identify at least $1,000 in savings or profit opportunities, or money back. Profit Advisory: 12-week engagement. Strategic Advisory Retainer: monthly engagement by invitation.
Key features
Upload digital PDF contracts and CSV billing exports
Identify missing charges and underbilling
Link findings to source contract text and billing records
AI extraction of contract evidence and terms
Reopen reviews and edit billing records
Flag complex scenarios for manual review
Profit Scan: $297 diagnostic revealing where profit went in the past month
Profit Audit: 90-minute strategic diagnostic of numbers, pricing, and cash flow with written action plan
Owner Pay by Design: structure for owner compensation decided before the month starts
Profitable Priorities Decision System: repeatable framework for hire, spend, and investment decisions
Strategic Advisory Retainer: ongoing monthly financial intelligence for growing businesses
What makes it different
Clear results backed by source documents and exact contract language
AI identifies evidence while code performs calculations for verification
Review results with supporting contract text and billing data
Two decades of experience inside HSBC Private Bank, Natixis, and Zurich bringing private banking structural thinking to established business owners
Guaranteed to identify at least $1,000 in savings or profit opportunities in the Profit Audit, or money back
Permanent, client-owned financial infrastructure and command centre the business keeps for life
Strategic advisor who answers the financial questions no accountant or business coach can answer
Ledgerline
Wealthfluency