Services

Seven practices. One strategic partner.

Not twenty disconnected services — seven integrated practices that work from the same strategy, the same data, and the same team.

Executive Strategy

Executive-level thinking applied to the whole business — how it plans, operates, funds itself, and eventually transitions.

  • Business Planning and Analysis
  • Business Infrastructure Audits
  • Technology Audits
  • Market Research
  • Marketing Planning, Audits and Execution
  • Growth Planning
  • Organizational Design
  • Strategy
  • Financial Oversight and Planning
  • Structural Management and Implementation
  • M&A Readiness
  • Exit Planning

Fractional Executive Staffing

Senior leadership without the full-time cost — embedded operators who own outcomes alongside your team.

  • Fractional CEO
  • Fractional CMO
  • Fractional CTO
  • Fractional CFO

AI & Technology

Applied artificial intelligence, requirements-to-code intelligence, and custom software delivered with Brew Studio, our technology practice.

  • Artificial Intelligence
  • Automation
  • Software Development
  • Brew Studio — Requirements-to-Code AI
  • CRM
  • Integrations
  • Apps
  • Dashboards

Business Intelligence

The numbers leadership needs, in one place, on time — with the forecasting and benchmarking to act on them.

  • Executive Dashboards
  • Analytics
  • Forecasting
  • Reporting
  • Competitive Intelligence
  • Data Strategy
  • AI Insights
  • KPI Development

Growth Marketing

Brand and demand built on strategy first, then executed across every channel that moves revenue.

  • Brand Strategy
  • Advertising
  • SEO
  • Social
  • Video
  • PR
  • Content
  • Creative
  • Printing and Custom Merchandise

Certifications & Advertising Compliance

Delivered with TrippyLove9k — we handle the certifications and platform approvals regulated advertisers need before a single dollar goes live, from LegitScript through Google, Meta, TikTok, and Microsoft.

  • LegitScript Certification (healthcare, addiction treatment, telemedicine)
  • LegitScript Certification (pharmacy, CBD, supplements)
  • Google Ads Healthcare & Medicines Certification
  • Google Ads Addiction Services Certification
  • Google Partner & Platform Account Setup
  • Microsoft Advertising Restricted Category Certification
  • Meta (Facebook & Instagram) Advertiser Verification
  • TikTok, Snap, LinkedIn & X Advertiser Certification
  • Business Verification & Trust Signal Documentation
  • Ongoing Compliance Monitoring and Renewals
  • Ad Disapproval and Account Suspension Recovery
  • Landing Page & Creative Policy Review

Non-Profit Media & Grant Advertising

Application, activation, and management of donated and discounted media programs for non-profits — across every major platform that offers them.

  • Google Ad Grants Application & Activation
  • Google Ad Grants Compliance & Management
  • Microsoft Advertising Non-Profit Program
  • Meta Nonprofit & Social Impact Advertising
  • TikTok, Snap & LinkedIn Non-Profit Programs
  • Amazon Ads & Spotify Non-Profit Programs
  • Broadcast, Radio & Out-of-Home Donated Media
  • 501(c)(3) Eligibility & Documentation Support
  • Grant Reporting and Renewal Management

Financial Performance

Financial visibility and operational discipline — from day-to-day bookkeeping to board-ready forecasting.

  • Fractional CFO
  • Bookkeeping
  • Merchant Services
  • Cash Flow
  • Budgeting
  • Forecasting
  • Financial Reporting
  • Operational Performance

AI Center

Artificial intelligence, applied responsibly

AI is one of our differentiators — so we're explicit about how we use it, how clients leverage it, and the ethics and privacy guardrails around it.

  • Artificial Intelligence
  • How we use it
  • How clients leverage it
  • Ethics
  • Privacy
  • Automation
  • Training
  • Future Trends

Data Intelligence Center

The intelligence stack you get access to

Very few firms can honestly say they own the full picture — marketing, calls, finance, customer journeys, and cross-industry benchmarks in one view.

  • Marketing Analytics
  • Call Analytics
  • Executive Dashboards
  • Financial Reporting
  • Business Intelligence
  • Customer Journeys
  • AI Reporting
  • Forecasting
  • Benchmarking
  • Cross Industry Insights
Discuss an engagement