Our Engagement

The 90-Day Operating System Engagement

Three phases. One outcome: a firm that operates like the top quartile.

Weeks 1-3

The Margin & Capacity Audit

We diagnose the root causes of margin leakage, capacity misalignment, and leadership bottlenecks.

Deliverables

Firm Health Snapshots

Margin Leakage Map

Bottleneck Map

Meeting Effectiveness Scorecard

Available as a standalone engagement. Fee is credited toward the full 90-day engagement.

Weeks 4–8

Operating System Deployment

We install the core systems that drive financial discipline, capacity visibility, and delivery consistency.

Deliverables

Financial Control Rhythm

Capacity Planning System

Standardized Delivery Playbook

Emergency Escalation Protocol

Weeks 9–12

Leadership Enablement & Handoff

We ensure your leadership team can run the system independently. You own it. It does not depend on StudioLedger to function.

Deliverables

Quarterly Planning Template

90-Day Sustainability Plan

30-Day Post-Engagement Check-In

Fractional COO Retainer

Ongoing Support

For firms that want ongoing operational leadership without a full-time hire.

 

Monthly leadership meeting facilitation

Quarterly planning sessions

Monthly financial performance review

5 hours/month on-demand advisory

Ready to close the gap?

30 minutes. No sales pitch. We’ll tell you honestly if we’re the right fit.​