Run Your Practice
Like a Well-Oiled Machine
CRM & operations consulting built specifically for Daily Money Management firms. Streamline operations, improve visibility, and serve your clients better.
A Custom Operating System for Your Practice
We build the same thing for every DMM firm: a system that actually fits how you work — your client relationships, your workflows, your team.
Give Your Clients a Portal, Not Just a Phone Call
We partner with Ventana to add a secure, branded client portal to your practice — so clients and families can access what they need on their own time.
In Partnership with Ventana
A Better Client Experience Without More Work for You
Ventana connects directly to your CRM and back-office systems to give clients a secure, branded portal at their own URL. They see what you choose to share — invoices, documents, support tickets, account details — without emailing you for every update.
- Secure login with two-factor authentication
- Your brand, your domain — Ventana is invisible to clients
- Documents, invoices, and e-signatures in one place
- Live sync with your CRM — no manual updates
- Role-based access — control exactly what each client sees
Every Engagement Starts the Same Way
A clear, three-step process built around how your practice actually operates.
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1
Assessment
We map your current operations, understand how work flows through your practice, and identify exactly where the opportunities are. You leave with a clear picture and a prioritized roadmap.
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2
Build-Out
We design and build your custom system — CRM configuration, workflows, automations, reporting, and documentation — scoped and priced before we begin.
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3
Ongoing Partnership
A monthly retainer keeps your system running and improving. Six dedicated hours per month — your ongoing operational support, without the overhead of hiring.
Pricing
Simple, Transparent Pricing
Two ways to work together — a flexible hourly option for one-time projects, and a monthly retainer for ongoing support.
Hourly & Project Work
For one-time projects, strategic consulting, operational assessments, and custom build-outs. Scope is defined and agreed on before we begin — no surprises.
- Operational assessments & roadmaps
- CRM setup & configuration
- Workflow & automation build-outs
- Reporting & dashboard creation
- Strategy & advisory sessions
Scoped & priced before we begin
Monthly Retainer
Six dedicated hours of operational support each month. Ongoing requests, system upkeep, and improvements — without the overhead of hiring. Additional hours available at $150/hr.
- 6 hours of dedicated support/month
- Additional hours at $150/hr
- Ongoing operational requests
- System upkeep & maintenance
- Priority email & call support
6-month minimum • Build-outs scoped separately
Ready to Build a Better Practice?
Schedule a complimentary 30-minute discovery call. We'll learn about your practice and show you exactly what a better system could look like.