Strategic profit advisory for established CEOs who want to close the gap between what their business earns and what they keep
Software ecosystem for field operations and on-demand development
Stage
Established
Startup
Founded
2018
2026
Based in
GB
US
Pricing model
Paid
Paid
Pricing
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.
Not given
Key features
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
Unified account and single sign-in across all nine products
CRM with Kanban pipeline and PDF proposals
E-signatures with audit trail and public verification
Transactional email with delivery certificates and hashes
Team chat with video meetings and external guest access
Domain, certificate and DNS monitoring with alerts
Field shift management with PPE records and role separation
Brazilian NFS-e invoicing with government verification
Responsive design with single codebase across devices
SMS verification codes for US, Canada and Brazil
What makes it different
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
All products built on unified technical foundation with same methodology
Every change goes through code review and CI before shipping
Design system versioned and shared across all products
Offline-capable mobile app with camera, GPS and biometrics
Founded by production engineer with decades of field operations expertise