Business Diagnostic for service businesses

The Business Diagnostic is a fixed-scope, fixed-fee engagement from Novare Partners for owner-led service businesses. We answer a defined question with your own financial, operating and systems data, reconciled to your books. You get a written decision memo, the supporting analysis and a readout session, and you keep all outputs either way.

Start with reports you already have: a monthly profit and loss statement, a job or invoice export, and accounts receivable aging. In the Business Diagnostic, Novare Partners reconciles those reports to your books and builds a unit economics view by service line, customer and route. The written memo shows where the business makes and loses money and where to start.

You get a written decision memo with supporting analysis, a unit economics view relevant to the question, and a downside case and cash impact alongside the base case. For systems questions, you also get a build, integration or automation plan. The memo sets out focus areas and recommended first actions, and a readout session walks through the findings.

We need a monthly profit and loss statement, accounts receivable aging, and a job or invoice export from the system you schedule and bill in. If available, payroll or hours by technician, a price list and route data help. For systems questions, we also need your current system list and access. Please do not send financial files through the contact form; we set up a secure link after the initial call.

The Business Diagnostic typically takes 1–2 weeks once your reports are received. Timing depends on how quickly the reports arrive and how much reconciling they need. We agree on the question and the data request at kickoff, so the analysis can start when the files are in.

The Business Diagnostic has a fixed fee, agreed before work begins. Scope and cost are agreed in writing before any work begins, and we cover both on the initial call after we understand the question in front of you. The fee is credited against the first month of a consulting retainer if you continue.

No. Novare Partners works with the systems you already use, such as your accounting system and the system you schedule and bill in. If the diagnostic leads to a dashboard, integration or internal tool, it is built around those systems.

No. Novare Partners does not close the books or file taxes, and bookkeeping and tax stay with your bookkeeper and certified public accountant. We work alongside them on the owner's decisions and on the systems and tools behind those decisions.

No. Novare Partners is not a bookkeeping, CPA or outsourced finance function, and we do not run your accounting. We answer a defined decision with your own data and build the systems and tools behind it, working alongside your bookkeeper or CPA. Ongoing work after the diagnostic takes the form of a consulting retainer across Finance & Operations and Systems, Data & AI.

Yes. The question can come from the Systems, Data & AI track: connecting your field-service system or CRM to your accounting system, setting up a database or data warehouse, automating a workflow, or putting AI agents to work on your own data. For those questions, the memo includes a build, integration or automation plan alongside the downside case and cash impact.

Novare Partners works with owner-led service businesses, commercial and residential. That includes HVAC, plumbing and electrical; pest control, lawn and landscape; pool service, cleaning and janitorial; and commercial print and job shops. The common traits are recurring or route-based work, multiple crews or technicians, and data spread across several systems.

There is no obligation to continue, and you keep all outputs either way. If you continue, the usual options, in order, are a consulting retainer across Finance & Operations and Systems, Data & AI; a one-time project with a fixed scope; or the Monthly KPI & Forecast Pack. Scope and cost are agreed in writing before any work begins.

Access to your data is restricted to the people working on your business. We set up a secure link for sharing files after the initial call, so please do not send financial files through the contact form. For systems questions, the access we need is agreed with you at kickoff.