Invoices stop feeling improvised
Client-facing billing becomes cleaner, more consistent, and easier to send with confidence.
Business Foundation System
Get the client side of your business organized in under a week.
L&M Consulting Group sets up a branded business system for consultants and small service firms that need cleaner invoices, organized agreements, stronger client records, and a dependable path from signed work to payment.
- Independent consultants
- Boutique agencies
- Fractional operators
- Small B2B service firms
This is a done-for-you business system built around your client work, not a bookkeeping replacement.
Built for service businesses that are tired of operating from memory
Most small firms do not need more software. They need more structure. The Business Foundation System is for businesses that already do solid work but still feel held together by email, scattered files, and inconsistent billing habits.
Works especially well for: consultant-led businesses where contracts, delivery, time, scope, and invoices matter more than scheduling or dispatch.
2-4 days
Typical build window after kickoff
1 week
Typical time to operational handoff
1 organized system
For clients, agreements, active work, and billing posture
What this solves
The value is not software access. The value is operational clarity.
Core documents stop disappearing
Service agreements, NDAs, drafts, and signed files stop living across random folders and old email attachments.
Delivery becomes easier to manage
Active work, billing state, and next steps stop depending on memory and start living in a repeatable system.
Offer tiers
Choose the level that matches how much structure, billing discipline, and delivery visibility your business needs.
Business Foundation System - Solo
For freelancers and early-stage solo operators who need their first real business system.
Investment
$1,500
- Branded invoices
- Client and contact setup
- Core document organization
- Basic workflow setup
Business Foundation System - Professional
For established solo operators and boutique firms with repeat client work and more billing discipline needs.
Investment
$2,500
- Everything in Solo
- Tailored contract workflow
- Engagement and billing structure
- Custom operating flow and walkthrough
Consultant Operating System
For independent consultants and advisory firms where time, scope, SOWs, and invoice discipline drive the business.
Investment
$3,500-$5,000
- Everything in Professional
- Time and billing-status workflow
- SOW and contract organization
- Branded PDF invoice and reporting setup
$149-$299/mo optional AI and support layer.
What this is not
Built around how you work
- Focused on the client, agreement, delivery, and billing steps that drive the business
- Includes a walkthrough so the system is usable after setup
- Organizes templates, records, and workflows into one operating rhythm
Best for contract-and-billing businesses
- Built for consultants and service firms with signed work, scope, delivery, and invoicing complexity
- Not a dispatch, crew-scheduling, or field-service replacement
- If your business runs on jobs and crews, start with the local contractor or trades system instead
Want to talk through your current setup?
Send a short note about how you currently handle client intake, signed work, delivery, and billing. We can recommend the best starting point and whether a Business Foundation System or consultant operating system makes more sense.