Transparent by design

From call to cash,
measured.

A four-phase engagement designed so the only way we get paid is by making you money.

Four phases.

Discovery

30 minutes. Free.

We review your business, your bottlenecks, and whether you qualify. If the math doesn't work for a performance fee, we tell you — and we don't waste your time. No obligation, no pitch.

Audit

7 days. Free if you qualify.

We pull 60 days of your financial data, model the recoverable revenue from each automation system, and deliver a written engagement proposal. You see the math before committing to anything.

Baseline Lock

Before a single system goes live.

We export your revenue and expense data directly from QuickBooks and compute your baseline average. We hash the result with SHA-256 and store it in an append-only audit log. Neither of us can change it. Every future invoice is measured against this number.

baseline_record — example

baseline_average $12,847 / month
baseline_hash sha256:7a3f…e9c2
locked_at 2026-04-20T03:06:19Z
status immutable

Install & Operate

We run it. You see the delta.

We deploy your automation systems, operate them monthly, and bill based on measured net-profit improvement versus the locked baseline. If your adjusted net this month is $19,640 and baseline was $12,847, the fee applies to the $6,793 delta only.

month March 2026
baseline_average $12,847
reported_net $19,640
delta +$6,793
performance fee calculated at close

We're a broker, not an agency.

Agencies get paid for activity. Consultants get paid for advice. We get paid for results. Our default engagement is zero upfront plus a share of net-profit improvement, tracked against an immutable baseline of your own books. We have no incentive to sell you anything that doesn't move the number. If your baseline doesn't improve, we don't invoice.

For clients who require predictable monthly spend, we offer a hybrid structure: a reduced retainer floor plus a reduced performance fee. We discuss both during discovery.

What "baseline" actually means.

On day one, we export 60 days of your revenue and expense data directly from QuickBooks (or your accounting system) and compute your average monthly net profit. We hash the result with SHA-256 and store it in an append-only audit log in our infrastructure. Neither party can modify it. Every monthly invoice shows the delta between your current reported net and this locked baseline — and the fee is calculated from that delta, transparently.

Baseline corrections: a 30-day window exists after baseline lock for either party to flag data errors. After 30 days, the baseline is permanent for the engagement term.
No contracts. Cancel anytime.
Live in under 30 days.
If you don't profit, we don't profit.
Verified against your QBO baseline.

Before you book the audit.

Is this real? How do you actually get paid nothing until we profit? +
We lock your baseline before any system goes live. Every month we measure the delta. If your net profit hasn't moved above baseline, we don't invoice. Our contracts are structured to make this enforceable on both sides.
How is the baseline calculated? +
We pull 60 days of your QuickBooks data — revenue and expenses — and compute your average net profit. That number gets cryptographically hashed and stored in an append-only audit log. Neither of us can edit it after that point.
What if it doesn't work? +
You don't pay. That's the point of the structure. We only sign on clients where our audit tells us the math works — if we didn't have high confidence, we wouldn't take the engagement.
Do I have to switch accounting software? +
No. We connect directly to whatever you're using — QuickBooks Online is the most common. If you're on something else, we discuss integration during the audit.
HIPAA? Legal ethics? +
For medical practices, our systems are built to be HIPAA-aware — we sign BAAs where required and our AI doesn't handle PHI it doesn't need. For legal, our AI is intake-only and non-advisory, and is configured around conflict-check routing and bar compliance.
What's the commitment term? +
Month-to-month after the baseline is locked. No long-term contracts. If we're not delivering, you're not obligated to stay.

Call Clara

Hear the AI receptionist live. Clara answers, books, and qualifies — 24 hours a day.

516-833-3748

Book a Discovery Call

30 minutes. We review fit and answer questions before the audit starts.

Book discovery call