Our Services

Peek Under the Hood™ Assessments & Peak Performance Service Offering are

Peek Under the Hood™

A foundational review of the integrity of your financial and operational records, focused on accuracy, relevance, completeness, and consistency.

Two Strategic Tracks:

• Financial & Operations Strategy: Focused on solving cash flow pressure, margin erosion, and financial forecasting to increase profitability.

• Operations & Human Capital Strategy: Focused on fixing leadership breakdowns, role confusion, and building the internal structure for a chaotic-to-controlled growth transition.

Why It Works:

Project-Based: Access high-level strategy without the permanent overhead of an executive salary.

Flexible: Engagements are typically 25 hours, allowing you to renew only when there is continued value.

Targeted Optimization

Clarity Before Strategy. Confidence Before Decisions.

The Supplementary Assessment

The Deeper Dive. Uncovering the Friction Between Systems and People.

Assessments & Offerings to reveal your business’s true Financial, Operational & Human Capital Health

Beyond the Diagnostic. Executive-Level Thinking, Exactly When You Need It.

The Core Assessment

Peak Performance™

Service Combinations & Pricing Structure

All six service offerings are available individually to meet your specific needs. However, for maximum visibility, we recommend the following integrated packages:

The Financial Specialist:

The Operational Architect:

The 360° Business System Diagnostic:

Core Financial PLUS Supplementary Financial Diagnostic Assessment

Core Operations & Human Capital PLUS Supplementary Operations & Human Capital Diagnostic Assessment

The full integration of all four Peek Under the Hood™ modules for a complete financial and operational "TRUTH" Report

Overview: Most business owners sense when their systems "don't feel quite right," but they don't know where the problems are or how serious they may be. Our Core Diagnostic is a low-friction, fixed-fee entry point designed to determine whether your information can be trusted.

What’s Included:

• Core Financial Diagnostic: A review of record integrity, bank/credit reconciliation discipline, and the reasonableness of owner and related-party balances.

• Core Operations & Human Capital Diagnostic: An assessment of day-to-day workflow reality, role clarity, decision ownership, and the customer experience flow.

Outcome: You receive a plain-language findings summary identifying immediate risks and "Implication Mapping" to show you exactly how these gaps affect your bottom line.

Further analysis seeking a deeper understanding of the reconciliations between your systems, your people, and your processes.

Targeted clarity without commitment over practical decisions which strengthen and scale a business, giving it traction to move forward.

Overview: For owners preparing for growth, financing, or a major leadership transition, the Supplementary Assessment provides the "next layer" of visibility. We move beyond the basics to identify the structural risks that prevent a business from scaling.

What’s Included:

• Supplementary Financial Diagnostic: In-depth review of month-end discipline, expense accuracy, and tax compliance readiness (CRA/GST/HST).

• Supplementary Operations & Human Capital Diagnostic: Analysis of capacity and workload sustainability, key-person risk, and the "Change Readiness" of your leadership team.

Outcome: A prioritized action plan or operating strategy that moves the business from "tribal knowledge" to documented, trainable, and scalable processes.

Overview: Peak Performance is our ongoing strategic engagement model. This is not just "advice"; it is the implementation of corrections identified during your diagnostic. We act as your fractional CFO, COO, or HR Director to drive performance.

Why It Works: A baseline report that gives you the information you need to know today.

Why It Works: A further report that gives you the the knowledge about what's happening in your business today.

Peek Under the Hood™