The audit is the same. The playbook is yours.
Six vertical playbooks, each built from real Triangle engagements. Pick the closest match. The Quick Wins below are the most common starting points in each, with audit-grade ROI math behind them.
Built for the operators who run the numbers.
Each vertical has its own back-office grammar. We learned ours by walking real shops. Pick the closest match and follow through to the playbook.
Service trades
HVAC, plumbing, electrical, mechanical, distribution, residential service franchises. 2 to 30 trucks — the book of business that started KITSCo. Dispatch-to-accounting sync, predictive equipment alerts, recover unbilled travel time.
Healthcare practices
Clinical practices, multi-physician groups, ambulatory care. Scheduling and insurance-verification automation, charge entry cleanup, HIPAA-aware patterns from day one.
Legal services
Solo to 40-attorney firms. Intake to engagement, conflict checks, document assembly, matter management, realization rate cleanup. From engagement letter to invoice.
Manufacturing
Small to mid-size manufacturers along the I-40 / I-85 corridor. Real-time OEE dashboards, predictive downtime alerts, PLC and SCADA integration without ripping the line.
Professional services
Consulting firms, agencies, accountants, architects. Intake-to-engagement, time-tracking realization, client portals, project profitability dashboards.
Real estate operations
Brokerages, property managers, transaction coordinators. MLS-to-CRM sync, transaction packet automation, listing pipeline, lead routing. The work between contract and close.
Not sure which playbook fits?
The friction audit answers it. Half-day shadow, we map your back office against the five playbooks, and tell you where the math is best.