ACHIEVE BUSINESS HEALTH SCALE GROWTH AND FLOW
Experience more Capacity with Optimization of your People, Productivity, Profits, and Presence.


Easier Growth

Healthier Profits

More Time

Right People Right Seats
Do You Want More?

Optimized Tech
Accelerate Your Journey To Better Business Health

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.


BOOST THE CLIENT EXPERIENCE
Client and Team Experience Visuals (CX OX™) to boost Profitability, Communication, and Raving Fans.
MAP YOUR TECH
Tech integrations and Automations to Reduce the Work and Support the Team and Growth.


GO LEAN
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.


KNOW THE IMPACT OF YOUR GOALS
Visual Impact of Your Growth Goals on Profits, Staffing, and Business Development Needs.
We’re Here to Help You Scale
Have questions or need guidance?
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

- Lack Of Collaboration
- Problem-Solving
- Compensation
- Incentive
- Decision Fatigue
- Quality Control
- Time Management
- Lack Of Experience
- Revenue
- Leadership
- Hiring Criteria
What Our Clients Say
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If you can get on their small roster of clients, you’re luckyJen 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.Matt H.Co-Founder, Partner
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Best investment I have made for the future of our firmJen’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.Michael P.President, CFO
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Great improvement in my firm’s productivity and organization immediatelyJen 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 H.CEO, CFP®️