What you run
Every system, subscription and spreadsheet-that-became-a-system, in one list. Most firms find at least one thing they're paying for twice.
the first step
Your systems, mapped. The gaps, ranked.
The Lay of the Land is a fixed-price look at how your firm's technology actually fits together: what you run, what talks to what, where the hours and dollars leak - and what to fix first. Documented in plain language, yours to keep.
what's in it
Four things, written down.
What talks to what
Which tools are connected, which are "connected" via a person re-typing, and which could be connected cheaply.
Where the risk sits
Security, backups, the things an insurer or auditor would ask about - checked, not assumed.
What to fix first
The gaps ranked by what they cost you, with a fixed-price shape for each. Fix one, see it work, then decide about the next.
common questions
Answered straight.
What do we actually get?
A short, written picture of your setup: every system you run, what connects to what (and what's re-typed by hand), where the risks sit, and a ranked list of fixes - each with what it would roughly involve. Plain language throughout. It's yours to keep whether or not we do the fixes.
How long does it take?
Usually a conversation or two plus a look at your systems, and the write-up lands within days. It's timeboxed on purpose - this is a first step, not a discovery phase.
What does it cost?
A fixed price, agreed before we start, scaled to the size of your setup. Often credited toward the first fix if you go ahead. No open-ended hourly discovery.
Do we have to commit to anything after?
No. Plenty of the value is the picture itself - some firms take the list and do parts themselves, and that's fine. If a recommendation is 'don't spend money on this', that's what it will say.
What's the practice edition?
For accounting firms we go deeper on the practice stack: XPM or WorkflowMax, your document system, capture, AML, e-signing, reporting - mapped against what actually connects, with the onboarding chain and the WorkflowMax question addressed specifically.
start here
A chat first. Always.
No pitch, no fee. Tell us what's eating your time and we'll tell you honestly whether a Lay of the Land is even worth it - sometimes the first fix is obvious and we just start there.