Business Analysis
A paid look at how the business runs: revenue, cost, hours, and what is capping output. This comes before a worker is scoped.
Who it's for
Owners who want numbers and a clear picture of the operation before buying tools or agents — especially when admin work hides in spreadsheets and inboxes.
What it includes
Business analysis for a small company in the US or Canada: revenue, cost, hours, and the bottleneck before an AI worker is scoped.
- Revenue, cost, and margin by client or property portfolio
- Team hours by role and activity (client work vs admin vs rework)
- Capacity and bottleneck summary
- Executive brief tied to the next engagement step
Where this service fits
Audit the workflows, clean the data, and put one AI worker on one live job in the tools you already pay for.
View the solution: AI readiness for small businessProcess
- Scope — systems, exports, and the questions leadership needs answered
- Collect — ledger, payroll, time, and CRM or practice exports
- Analyze — economics by client, employee, and workflow
- Brief — findings, risks, and recommended next step (audit or data prep)