YOU CAN'T GET THERE FROM HERE
HERE is long meetings, low communication, key people overloaded, ideas everywhere, stalled initiatives, missed opportunities, reactive chaos.
What got you HERE worked til Growth broke it.
Now you need a THERE plan and action.
THERE is coordinated actions, aligned priorities, empowered teams, effective processes, time-saving systems, data-informed decisions – A strategic path and action to reach your goals.
My Virtual COO is the bridge that gets you THERE.
We help success-stalled micro and small service businesses scale People, Processes, Profits, and Presence to support growth, bring your vision to life, and pull your leaders out of the operations weeds.
Let’s get you THERE.

Easier Growth

Healthier Profits

More Time

Right People Right Seats
Do You Want More?

Optimized Tech
Accelerate Your Journey

ENERGIZE
YOUR TEAM AND CAPACITY
ARC™ Organization Design and Action that Aligns Authorities, Responsibilities, Skills, Passions, Capacity, and Solves for Gaps.
CLARIFY WHAT TO IMPROVE NEXT AND WHY
4P’s™ Sequenced Recommendations and Change Management to achieve the Greatest Impact and Buy-In with the Least Effort, Time, and Cost.


IMPROVE THE CLIENT EXPERIENCE
Clarified Client Experience CX OX™ and Actions to boost Profitability, Communication, and Raving Fans.
OPTIMIZE TECH
Tech Game Plan™ and Project Management of implemented integrations and automations to Reduce the Work and carry you through Stages of Growth.


streamline PROCESSES
IDEOS™ Processes to Boost Skills and Standards, Streamline the work, and increase Productive Collaboration.
MANAGE TIME AND ENERGY
Time Energy Map™ and actions to Protect Energy and Time, Set Boundaries, free your team to adopt the Future Vision of the Business.


SET REALISTIC GOALS AND ACTIONS
Napkin Growth Model™ to see the Impact of Your Growth Goals on Profits, Staffing, and Business Development Needs.
We’re Here to Help You Scale
What Our Clients Say
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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®️
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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