Tier II · $1,500 / month · Built on Ownable Books

Cash flow under control. Delegation on top of the foundation.

Ownable Books keeps you always capital-ready and always exit-ready. Ownable Integration adds the other half of the promise: weekly cash flow you actually see coming, and one owner-bottleneck extracted every month. By month six, most owners take Fridays off and the business keeps shipping.

Water flowing through a precisely cut stone channel, a controlled current catching the light.

Always capital-ready. Always exit-ready.

Start with a 25-minute diagnostic. No pitch.

Free · 25 min · No pitch · Reply within 1 business hour

What changes

The math of getting out of your own way.

10–25

Owner hrs / wk reclaimed

Typical by month six.

1

ProfitFlow extracted / mo

Documented. Delegated. Done.

12

Flows out by month 12

Compounding, not one-off.

The ProfitFlows we extract first

The bottlenecks every $1M–$10M owner is personally running.

  • Sales follow-up & quoting

    From inbox-driven chaos to a CRM-owned pipeline with named owner and weekly cadence.

  • Scheduling & dispatch

    From the owner texting the team at 6 AM to a documented dispatch run by a coordinator.

  • AR collections

    From sporadic chase to a 30/45/60-day cadence run by AR, not the founder.

  • Customer onboarding

    From improvised handoffs to a documented kickoff that survives without the owner.

  • Vendor management & POs

    From the owner approving every invoice to thresholds, approvers, and audit trail.

  • Hiring & 30-60-90 plans

    From 'we'll figure it out' to a documented onboarding that doesn't depend on the owner.

What's included

One retainer. Bookkeeping included. Integration on top.

  • Everything in Ownable Books (Tier I)

    Monthly close by the 5th, LTEM chart of accounts, Financial Engine report — included, not added.

  • One ProfitFlow extracted per month

    The bottleneck currently routed through you. Mapped, documented, delegated. Permanently.

  • Weekly Financial + Profit Engine dashboards

    Refreshed every Monday. Not month-end. Not quarterly. Weekly.

  • Workforce playbook for each delegated flow

    The person, the SOP, the metric, the failure mode. So delegation survives turnover.

  • Quarterly OWNABLE Cadence review

    90-minute structured retrospective with documented action items. We sit on the calls.

  • ILTEM-credentialed Integrator on the account

    Not a junior bookkeeper. Not a CSM. A trained operator who has done this before.

  • Direct Slack / WhatsApp line

    Owners get sub-day response on operational questions, not just bookkeeping ones.

  • Owner hours reclaimed: 10–25 per week by month six

    Tracked, reported, and the only metric that defines whether this engagement is working.

The first 12 months

A predictable path out of the day-to-day.

  1. 01

    Month 1

    ProfitFlow audit

    We map every flow currently routed through the owner. Score each by hours consumed, frequency, and delegation risk. Pick the first extraction together.

  2. 02

    Month 2–3

    First two SOPs

    Documented end-to-end. Edge cases, failure modes, escalation paths. Written so a competent new hire could run them inside 60 days.

  3. 03

    Month 4–6

    Real delegation

    Handoff to a real human — internal hire, fractional contractor, or VA depending on the flow. We sit on the first three executions to catch drift.

  4. 04

    Month 6+

    Compounding

    New flow extracted every month. Workforce playbook grows. By month 12 the owner is no longer in the day-to-day of 8–12 ProfitFlows that previously consumed them.

Investment

Flat retainer. No surprises. No success fee.

Tier II is a flat $1,500/month retainer that includes Tier I bookkeeping. There is no setup fee, no per-ProfitFlow fee, no success fee, and no annual commitment.

Most clients see ROI by month four — the value of 10+ owner hours per week, every week, exceeds the retainer in any plausible accounting of owner time. By month six the math is no longer debatable.

If you're already on Tier I, the upgrade to Tier II adds $1,000/month and zero friction. We don't restart onboarding. We don't migrate your file. We just start extracting.

Pricing

$1,500/ month

Month-to-month. Includes Ownable Books (Tier I). No setup fee. No success fee.

  • §Bookkeeping included, not added
  • §One ProfitFlow extraction / month
  • §Weekly dashboards, quarterly cadence
  • §ILTEM-credentialed Integrator

Proof

One client. Twelve months.

−14 days

Cash conversion

Multi-location retail

$3.1M revenue · 18 employees

Before

Owner pulling 70-hour weeks. Cash conversion cycle unknown. $84K tax surprise the prior year. Three ProfitFlows — purchasing, scheduling, AR — all routed through the founder's text messages.

After

Owner takes Fridays off. 14-day reduction in cash conversion cycle. Zero tax surprises since. Eight ProfitFlows extracted in 12 months. One operations coordinator hired in month seven.

Frequently asked questions

What owners actually ask before signing.

A ProfitFlow is any repeatable sequence of work that produces revenue or protects margin — sales follow-up, scheduling, billing, fulfillment, hiring. Most $1M–$10M businesses have 30–60 of them, and the owner is personally executing 8–15. Each extraction is one ProfitFlow moved from owner-dependent to system-dependent.

Capital-ready, exit-ready, cash-flow in control — and out of the day-to-day.

Built on top of Ownable Books. Month-to-month. ILTEM Integrator on the account from day one.

Free · 25 min · No pitch · Reply within 1 business hour