NORTHBOUNDAdvisory Start a conversation
Practical guidance from setup through scale

Build clearly. Scale deliberately.

Northbound Advisory helps founders turn an idea into a working business—and helps growing service companies turn client complexity into a clearer operating model.

Talk through where you are Explore the two paths
Client portfolio
Linking revenue to delivery reality
Last 12 months
ClientRevenueDeliveryComplexityNext move
Atlas Co.$420KExpand
Cedar & Main$280KReprice
Harbor Lane$240KExpand
Pinecrest$190KStandardize
Portfolio revenue trend
Key opportunities
Expand3 clients
Reprice2 clients
Standardize2 clients
Business foundation
Client growth
Client economics
Operating systems
Two stages. One practical partner.

Start with what the business needs now.

You do not need a full operating system on day one. You need the next few decisions to be clear—and support that can grow with the business.

01 Build

For founders turning an idea into a real business.

Hands-on guidance to create a credible foundation, find early customers, and avoid unnecessary complexity.

  • Business setup and practical operating foundations
  • Positioning, brand direction, and early offer design
  • Pricing and early client-acquisition planning
  • Simple workflows, tools, and decision support
Need accounting or tax help? Northbound can coordinate support through trusted partner channels while keeping the advisory work focused on your business.
02 Scale

For recurring-service businesses outgrowing founder intuition.

Focused operating analysis that connects contract value, delivery effort, growth, and complexity.

  • Client economics and concentration analysis
  • Pricing, scope, and capacity decisions
  • Standardization and exception reduction
  • A prioritized 90-day operating plan
The operating gap

Revenue tells you what grew. Operations tells you whether it was worth it.

Recurring revenue can look healthy while scope creep, delivery complexity, and uneven staffing quietly consume the margin underneath it.
01

Client value is incomplete

Revenue alone cannot tell you whether an account deserves more investment—or a difficult conversation.

02

Complexity hides in the work

Custom requests, exceptions, communication, and senior attention rarely appear in the contract value.

03

Growth strains the wrong places

Hiring often treats the symptom. Better operating data reveals whether to add capacity, simplify delivery, or reprice.

Client Economics Review

A focused diagnostic for the decisions hiding inside your client base.

We turn the information you already have—contracts, revenue, delivery activity, and management judgment—into a clear operating view and a practical 90-day plan.

01

Gather what exists

Share the exports, client lists, contracts, and operating notes you already use. Perfect data is not required.

02

Connect value to effort

We normalize the information and compare client revenue, delivery load, complexity, concentration, and growth.

03

Make the tradeoffs visible

You receive a prioritized view of where to expand, reprice, standardize, rescope, or reconsider the relationship.

04

Leave with a 90-day plan

We translate the analysis into a short operating agenda your leadership team can actually execute.

What you receive

Useful answers, not another dashboard to maintain.

The goal is a better decision—not a prettier collection of metrics.

✓
Portfolio economicsRevenue concentration, growth, contraction, and estimated client contribution.
✓
Complexity-adjusted client viewA practical comparison of contract value against the real operating burden of delivery.
✓
Scope and capacity risksWhere custom work, bottlenecks, or senior dependencies are limiting scale.
✓
Client action matrixClear recommendations to expand, reprice, standardize, rescope, or exit.
✓
90-day operating planA focused sequence of actions, owners, and decisions for leadership.
Designed for recurring services

Built for businesses where every client creates a different operating reality.

Northbound is most useful once growth has outpaced the spreadsheets, informal rules, and founder intuition that got the business started.

A
Agencies and creative servicesRetainer businesses balancing scope, staffing, and client demands.
C
Consulting and fractional teamsExpert-led firms trying to scale without making every engagement custom.
M
Managed and recurring servicesBusinesses with recurring contracts, uneven delivery effort, and growing complexity.
JW
About Northbound Advisory

Built from inside the complexity of scaling professional services.

Northbound was founded by Jake Wedig, CPA, an operator and accounting leader who has built teams, service models, and operating systems supporting more than 1,000 startups and small businesses.

The perspective is practical at every stage: clarify the offer, find the right clients, understand the work, expose the exceptions, and build systems only when the business is ready for them.

CPABusiness setupOperations leadershipService designPricing & capacityStartup experience
Start with where you are

Building the foundation—or trying to make growth work better?

Tell us what you are working through. We will help clarify the next decision, whether that means shaping the early business or untangling the complexity of scale.

Start a conversation

A focused introductory conversation. No formal plan, perfect data, or polished pitch required.

Email Northbound