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Scale Your Business Operations and Skills to Grow

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Easier Growth

Easier Growth

Healthier Profits

Healthier Profits

More Time

More Time

Right People Right Seats

Right People Right Seats

Do You Want More?

Optimized Tech

Optimized Tech

Accelerate Your Journey

Energize Your Team And Productive

ENERGIZE
YOUR TEAM AND CAPACITY

Organization Design that Aligns Skills, Passions, Capacity, and Solves for Gaps.

CLARIFY WHAT TO IMPROVE NEXT AND WHY

Improvement Plan with Sequenced Recommendations and Benefits to achieve the Greatest Impact and Adoption with Least Effort and Cost.

Clarity On What To Improve Next And Why
Client Experiences

BOOST THE CLIENT EXPERIENCE

Client and Team Experience Visuals (CX OX™​) to boost Profitability, Communication, and Raving Fans.

OPTIMIZE YOUR TECH

Tech integrations and Automations to Reduce the Work and Support the Team and Growth.

Tech Map
Go Lean

GO LEAN TO REDUCE THE WORK

Efficient and Effective Processes using IDEOS™ to Streamline, Boost Skills and Collaboration, and Build Trust and Credibility.

COMMUNICATE WITH PURPOSE AND CARE

Communication Methods and Boundaries to Protect Energy and Time and Allow your Team to Adopt the Future Vision of the Business.

Communicate With Purpose And Care
know The Impact Of Your Growth Goals

KNOW THE IMPACT OF YOUR GOALS

Visual Impact of Your Growth Goals on Profits, Staffing, and Business Development Needs.

ENERGIZE
YOUR TEAM AND CAPACITY

Energize Your Team And Productive

Organization Design that Aligns Skills, Passions, Capacity, and Solves for Gaps.

CLARIFY WHAT TO IMPROVE NEXT AND WHY

Clarity On What To Improve Next And Why
Improvement Plan with Sequenced Recommendations and Benefits to achieve the Greatest Impact and Adoption with Least Effort and Cost.

BOOST THE CLIENT EXPERIENCE

Client Experiences
Client and Team Experience Visuals (CX OX™​) to boost Profitability, Communication, and Raving Fans.

OPTIMIZE YOUR TECH

Tech Map
Tech integrations and Automations to Reduce the Work and Support the Team and Growth.

GO LEAN TO REDUCE THE WORK

Go Lean
Efficient and Effective Processes using IDEOS™ to Streamline, Boost Skills and Collaboration, and Build Trust and Credibility.

COMMUNICATE WITH PURPOSE AND CARE

Communicate With Purpose And Care
Communication Methods and Boundaries to Protect Energy and Time and Allow your Team to Adopt the Future Vision of the Business.

KNOW THE IMPACT OF YOUR GOALS

know The Impact Of Your Growth Goals
Visual Impact of Your Growth Goals on Profits, Staffing, and Business Development Needs.

We’re Here to Help You Scale

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WE SOLVE

  • Culture
  • Clarity
  • Leader Loneliness
  • Burn Out
  • Lack Of Standards
  • Followers
  • Dysfunctional Teams
  • Critical Thinking
  • Resourcefulness
  • Team Engagement
  • Compromise
  • Accountability
  • Organization
  • Change Fatigue
  • Efficiency
  • Capacity
  • Lack Of Ownership
  • Trust
We Solve
  • Lack Of Collaboration
  • Problem-Solving
  • Compensation
  • Incentive
  • Decision Fatigue
  • Quality Control
  • Time Management
  • Lack Of Experience
  • Revenue
  • Leadership
  • Hiring Criteria

What Our Clients Say

  • Best investment I have made for the future of our firm
    Jen’s Team has been a tremendous resource for our firm. They helped us recognize many blind spots we had in running an effective, efficient firm. They not only worked with our management team, but have spent a considerable amount of time with each of our team members. The best investment I have made for the future of our firm.
    Best investment I have made for the future of our firm
    Michael P.
    President, CFO
  • Great improvement in my firm’s productivity and organization immediately
    Jen and her staff were fantastic to work with. The recommendations were comprehensive & thoughtful, and the entire project came in on-time and within budget. I couldn’t be happier with the new systems we have in place and I noticed a great improvement in my firm’s productivity and organization immediately.
    Abbey-Henderson
    Abbey H.
    CEO, CFP®️
  • If you can get on their small roster of clients, you’re lucky
    Jen and her team are no joke. If you can get on their small roster of clients, you’re lucky, and be ready for the tough love they bring to helping you build the model firm. We are more productive because of our relationship, not only in management, but in business planning, strategy, time management, HR, profitability, growth, and marketing.
    If you can get on their small roster of clients, you’re lucky
    Matt H.
    Co-Founder, Partner
  • Best investment I have made for the future of our firm
    Jen’s Team has been a tremendous resource for our firm. They helped us recognize many blind spots we had in running an effective, efficient firm. They not only worked with our management team, but have spent a considerable amount of time with each of our team members. The best investment I have made for the future of our firm.
    Best investment I have made for the future of our firm
    Michael P.
    President, CFO
  • Great improvement in my firm’s productivity and organization immediately
    Jen and her staff were fantastic to work with. The recommendations were comprehensive & thoughtful, and the entire project came in on-time and within budget. I couldn’t be happier with the new systems we have in place and I noticed a great improvement in my firm’s productivity and organization immediately.
    Abbey-Henderson
    Abbey H.
    CEO, CFP®️
  • If you can get on their small roster of clients, you’re lucky
    Jen and her team are no joke. If you can get on their small roster of clients, you’re lucky, and be ready for the tough love they bring to helping you build the model firm. We are more productive because of our relationship, not only in management, but in business planning, strategy, time management, HR, profitability, growth, and marketing.
    If you can get on their small roster of clients, you’re lucky
    Matt H.
    Co-Founder, Partner
  • Best investment I have made for the future of our firm
    Jen’s Team has been a tremendous resource for our firm. They helped us recognize many blind spots we had in running an effective, efficient firm. They not only worked with our management team, but have spent a considerable amount of time with each of our team members. The best investment I have made for the future of our firm.
    Best investment I have made for the future of our firm
    Michael P.
    President, CFO
  • Great improvement in my firm’s productivity and organization immediately
    Jen and her staff were fantastic to work with. The recommendations were comprehensive & thoughtful, and the entire project came in on-time and within budget. I couldn’t be happier with the new systems we have in place and I noticed a great improvement in my firm’s productivity and organization immediately.
    Abbey-Henderson
    Abbey H.
    CEO, CFP®️
  • If you can get on their small roster of clients, you’re lucky
    Jen and her team are no joke. If you can get on their small roster of clients, you’re lucky, and be ready for the tough love they bring to helping you build the model firm. We are more productive because of our relationship, not only in management, but in business planning, strategy, time management, HR, profitability, growth, and marketing.
    If you can get on their small roster of clients, you’re lucky
    Matt H.
    Co-Founder, Partner

Businesses

%

Profit Increase

A Day Reclaimed Time

CHECKOUT OUR SERVICES
SCHEDULE TIME WITH ME

STOP STRUGGLING

START IMPROVING

REACH VISION

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