Two ways to work

Keep the business on track yourself, or with a partner beside you.

Either way you get every figure in one place, a plan you can see moving, and a briefing you can hand to anyone who asks. With EPS, a partner prepares the review and keeps the plan moving, so your time goes to the decisions only you can make.

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What you get, each way

On your own

Everything about the business in one place, and a Floor that tells you what needs you each month.

You get

  • Every figure in one place, each opening to the records behind it
  • What needs a look, listed for you: a figure off its target, a decision due, a deadline coming
  • A monthly briefing you can hand to a lender, a partner or your team
How it runs
You enter or import the month, work through what needs a look, and issue the briefing.
It costs
A business plan, after a 14-day trial.
Best for
Owners who already keep a monthly rhythm and want it all in one place.

With EPS

A partner who keeps the plan, the measures and the monthly review moving with you, so your time goes to the decisions only you can make.

You get

  • An outside view of where the business stands, from the EVA™ capability assessment
  • A plan for the year and 90-day priorities, each with an owner, kept moving with you
  • The monthly review prepared from your own records, ready for you to decide on
  • A partner who holds the rhythm when the week gets busy
  • A clearer view of yourself as an owner, the systems in your business, and the world it operates in
How it runs
EPS works in your workspace on the cadence you choose: monthly, or weekly with your leadership team.
It costs
A business plan, plus the partnership, priced by conversation.
Best for
Owners who want the plan to move every month, not just to be written down.

On your own: see the month at a glance

The Floor puts each month's figures, what needs a look, and where the plan stands on the first screen you see, so nothing waits for you to go looking. Close the month with a briefing you issue.

  • Every figure opens to the rows it came from
  • What is off its target or due is listed by rule
  • Nothing goes out until you issue it
The workspace's Floor for the sample business, Larkspur Facility Services, marked as a sample: a letter saying September closed with a $23,300 surplus and one initiative fell behind its pace, the four month-end figures with how much of each is traced to records, and where the plan stands.
The sample business, Larkspur Facility Services: the Floor

With EPS: a partner working in your workspace

The assessment, the plan and the monthly review all live where you already keep the business. You see every step EPS takes, and everything EPS prepares is yours to keep.

  • An outside view from the EVA™ assessment
  • A plan kept moving with you, month after month
  • The review prepared from your own records
The EVA™ capability assessment in the demo's invented business: an index of 65.4 out of 100, stage 3 of 5, with the weakest link, Value Architecture, named, and each domain's score.
A demonstration business: the EVA™ capability assessment

What you can count on either way

  • Your records stay yours

    The workspace and everything in it are yours, whichever way you work. Download all of it at any time.

  • Every figure opens to its rows

    Typed in, imported or read from QuickBooks Online: each figure says which, and shows the records behind it.

  • You issue what goes out

    A briefing, a capability statement or a packet goes out when you issue it, never before, and never by anyone else.

  • You choose who comes in

    EPS works in your workspace only with the access you give, and you can end it at any time.

Signs it is time for a partner

Start on your own and bring EPS in when you want more momentum. Everything carries over: the same workspace and the same records.

  • The month keeps closing late

    EPS prepares the review from your records on a set day each month, so the month closes and you decide what comes next.

  • The plan has no next step

    With EPS, every priority has an owner and a date, and the monthly review shows what moved and what needs you.

  • Someone is asking for answers

    A lender, a partner or a buyer wants the business explained. EPS helps you build the case from your own records.

See what a partnership would do for your business

A 30-minute call with EPS: what you are working toward, where the business stands today, and how a partnership would help you get there.

Book a 30-minute call