L&M Consulting Group
Business Foundation System

Organize the client side of your business.

L&M sets up a branded workspace for consultants and small service firms that need consistent invoicing, organized agreements and client records, and a clear process from signed scope through payment tracking.

  • Independent consultants
  • Boutique agencies
  • Fractional operators
  • Small B2B service firms
Ask about setup See how we work

The setup includes a private workspace, document templates, and configured steps for client intake, signed scope, delivery, invoicing, and payment tracking. Your accounting software remains in place.

Built for service businesses managing contracts, delivery, and billing

The Business Foundation System connects client details, signed documents, active work, invoices, and payment status in one workflow.

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 client walkthrough and handoff
One workspace For clients, agreements, active work, invoices, and payment status

Offer tiers

Choose the level that matches the client records, billing process, and delivery visibility your business needs.

Business Foundation System — Solo

For freelancers and solo operators who need a basic branded system for client work and billing.

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 engagements and a defined billing workflow.

Investment
$2,500
  • Everything in Solo
  • Contract and engagement records configured for your business
  • Delivery status organized by client and scope
  • Invoice preparation and payment tracking

Consultant Operations Setup

For independent consultants and advisory firms where time, scope, SOWs, and invoicing shape the work.

Investment
$3,500–$5,000
  • Everything in Professional
  • Time and billing-status workflow
  • SOW and contract organization
  • Branded PDF invoice and reporting setup

Optional support starts at $149/month. Included work and response times are confirmed in writing.

How to tell if this fits

Configured around your existing tools

  • Focused on the client, agreement, delivery, and billing steps that drive the business
  • Includes a client walkthrough before handoff
  • Connects templates and records to the steps where they are used

Best for businesses built on contracts and invoices

  • 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?

Describe how you handle client intake, signed work, delivery, and billing. We will recommend the appropriate setup.