Free · 30 min · No obligation

Book a call.

We'll walk your workflow with you and tell you honestly whether we can help. That's the call.

What happens next

  1. 1
    Pick a time.

    Grab a 30-minute slot. Usually available within 48 hours.

  2. 2
    Quick intake.

    A couple of short questions so we show up prepared, not cold.

  3. 3
    The call.

    Video or phone, your choice. We walk your workflow end-to-end and you leave with a clear picture of where hours are going, even if you don't hire us.

Confidential by default · NDA on requestNo pitch, no pressure.
Prefer email? inquiries@atelierconsulting.net. Reply usually within 24 hours.
atelier.
30-Minute Call
30 min · Video or phone
Calendly
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What you'd actually get

A short, written teardown.

After the call, if it's useful, we send a one-page brief: where the time goes, what we'd do about it, and what it would cost. No slide deck, no proposal theater. Below is a sample, anonymized from a real engagement.

V3 · Modern Brief · Sample
atelier.
Teardown ReportTR-2026-0318-CPA18 Mar 2026 · Operator One · Operator Two
01Client
Name
12-person CPA firm
Industry
Tax & attest services
Team size
12 (9 professionals, 3 admin)
Asked us to look at
Year-end timesheet reconciliation
02Headline finding

Each April, the managing partner spends two full afternoons reconciling handwritten timesheets by hand, a process that hasn't been audited in thirteen years.

03Current workflowred dots mark time leaks
Mon
Timesheets submitted
Wed
Admin transcribes
2h/wk
Fri
Partner reviews
EOY
Reconcile totals
~2 afternoons
Close
Post to books
04Bottlenecksranked by impact ÷ effort
01
Handwritten timesheets entered twice, once on paper, once in the billing system. No validation on either pass.
Observed cost~4 hrs/week admin + 2 afternoons at year end
EffortLow
ImpactHigh
02
Year-end reconciliation rebuilds totals from scratch rather than auditing a live ledger. Errors caught only if the partner spots them.
Observed cost~2 afternoons / year, error-prone
EffortMed
ImpactHigh
03
Billable hours not visible to professionals day-to-day. Under-reporting is silent.
Observed costUnknown, not currently measured
EffortMed
ImpactMed
05What we'd do, if you wanted us to
  1. Week 1Replace handwritten entry with a shared live sheet. One field per entry, validated.
  2. Week 2Build the reconciliation view. Rolling totals update as entries land. Partner review becomes a 5-minute glance.
  3. Week 3Dashboard for each professional: hours in / hours billable / trend. Visible to them, not the group.
  4. HandoffRunbook written for the admin who owns this going forward. Two follow-ups at 30 and 90 days.
Scopefixed-price · 3 weeks · quoted in proposal
Open the interactive sampleThree variants · editable · prints to one-page PDF
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Python
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Snowflake
Tableau
Power BI
Anthropic
OpenAI
AWS
GitHub
Excel
Google Sheets
Outlook
Zoom
Slack
Notion
Stripe
QuickBooks
Xero
Google Analytics
Google Ads
Excel
Google Sheets
Outlook
Zoom
Slack
Notion
Stripe
QuickBooks
Xero
Google Analytics
Google Ads
Python
PostgreSQL
MySQL
Snowflake
Tableau
Power BI
Anthropic
OpenAI
AWS
GitHub
Excel
Google Sheets
Outlook
Zoom
Slack
Notion
Stripe
QuickBooks
Xero
Google Analytics
Google Ads
Python
PostgreSQL
MySQL
Snowflake
Tableau
Power BI
Anthropic
OpenAI
AWS
GitHub