Services

From operational audits to hands-on implementation, our services are built to help you streamline, scale, and take back control of your business. Whether you need a one-time assessment, a structured program, or ongoing leadership support — we’ve got you covered.
Optimized Audit Report
One-on-one initial consultation
Full day immersive session
Comprehensive audit of current processes to identify challenges and opportunities
Customized high-level solution report for implementation by owner or with Optimize
1:1 closeout meeting
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B.O.S.S. Program
Business Operations, Systems & Skills
10 weekly 1.5 hour one-on-one strategy & implementation sessions
Custom decision matrix creation
KPI & Metrics Dashboard set up
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Optimized B.O.S.S Program
Business Operations, Systems & Skills
Everything in Optimized Audit & Report plus...
10 week B.O.S.S program
2 Bonus team training sessions
Additional 2 team members can join all sessions.
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Plus - Ongoing Support with our Fractional COO Partnership

Fractional COO Partnership
From Planning to Implementation — We’re In It With You.

Most businesses start with the Optimized Audit & Report — but that’s just the beginning. Once we uncover what’s working, what’s missing, and what’s holding you back, we help you turn that insight into action through full-scale planning, strategy, and implementation. That’s where our Fractional COO Partnership comes in.
We don’t just hand you a roadmap and walk away — we roll up our sleeves and become part of your leadership & support team. We guide the execution, keep your priorities moving forward, and give you a reliable partner you can count on as your business evolves.

We also offer Custom-built sessions to train your team, strengthen your systems, and spark real change — one workshop at a time.
Offered as stand-alone sessions or added to any service.

Book a call with us today to discover your next step!

Frequently Asked Questions

Optimize is a Nova Scotia-based business consulting company that helps service-based businesses streamline operations, improve efficiency, and build systems for sustainable growth. We specialize in fractional COO services, operational audits, and custom implementation programs that help business owners reduce chaos, track key metrics, and create scalable processes. Whether you're looking to increase profitability, delegate with confidence, or prepare your business for succession or sale, Optimize provides the tools, strategy, and hands-on support to make it happen. Our clients are often experts at their core service but need help cleaning up the backend — and that’s where we come in.

Optimize offers a range of services designed to help service-based business owners streamline operations, reduce overwhelm, and create systems that support sustainable growth. We start with the Optimized Audit & Report, a deep dive into your current operations to identify what’s working, what’s not, and where your biggest opportunities lie. From there, many clients move into the BOSS Program, a 10-week implementation sprint focused on building systems in one core area of the business. For those who want both strategic insight and execution support, the Optimized BOSS Program combines the full audit with guided implementation. We also offer a Fractional COO Partnership for ongoing leadership support — helping you plan, prioritize, and implement while becoming a trusted part of your internal team. In addition, we offer custom training and workshops that equip your staff with practical tools and knowledge to operate more efficiently. Whether you're scaling, delegating, or preparing for an exit, we meet you where you are and help move you forward.

Service-based business owners, leadership teams, and entrepreneurs who are overwhelmed by the backend of their business can benefit from Optimize’s services. Our clients are often successful in their core service — whether that’s construction, consulting, marketing, finance, or healthcare — but they struggle with things like inconsistent processes, poor delegation, staff burnout, and a lack of clear systems. If you’re trying to scale, delegate more effectively, improve profitability, prepare for succession, or simply regain control of your operations, we can help. Optimize works especially well for growing businesses in Nova Scotia and Atlantic Canada with 3 to 50 employees who need structure, clarity, and ongoing support to move their business forward. Whether you need a one-time audit or a long-term operational partner, we meet you where you are and help you build from there.

The cost of Optimize's services varies on the selected service level and business needs.

The timeline depends on the business's specific needs and the selected service package. The Optimized Report typically takes 2-3 weeks from initial booking to delivery. The Optimized B.O.S.S. program is 12 weeks in total and Partnership Packages can range from a 3 month contract to whenever hiring someone full time for your business makes sense for you.

Optimize stands apart from traditional business consulting firms because we don’t just offer advice — we help you implement it. While many consultants hand you a report and leave you to figure it out, we stay in the trenches with you to build systems, improve workflows, and create real operational change. Our focus is on hands-on implementation, process optimization, and tracking the metrics that actually matter — like time, cost, and capacity.We go beyond high-level strategy to help you execute, delegate, and scale sustainably. With our Fractional COO services, we become a part of your leadership team — not just an outsider. We develop custom SOPs, decision-making frameworks, and team training tools based on how your business actually runs. Plus, as a Nova Scotia-based firm, we understand the challenges and realities of growing a service-based business in Atlantic Canada. Our approach is honest, practical, and results-driven — no fluff, no filler, just systems that work.

To get started, clients can book in for a discovery call. From there, we will discuss your specific needs and guide you to the best service level for your business.

Yes, Optimize offers ongoing support to help clients continue improving and growing their businesses. Book a consultation today to learn more about how we can support your business journey.

Optimize has worked with a variety of businesses, including accounting firms, construction companies, wellness, property management, hospitality and a range of other service-based businesses, including solopreneurs.