Three ways in. Every price on the page.
A monthly retainer, a day rate for a fixed term, or a retainer for the Integrator seat. No setup fees, no agency margins, and no long-term lock-in beyond the minimum term stated.
3-month minimum, then rolling monthly. No setup fee.
- Weekly COO working session with you or your leadership team
- Monthly operating review, documented and shared
- A live operating plan and action tracker in your portal
- Workflow, team, client-journey and pricing improvement
- Light-touch support between sessions for the real decisions
2 or 3 days a week, 3 to 6 months, fixed at the start. Invoiced monthly on days worked.
- In the firm on the agreed days, chairing operations and taking decisions
- A handover brief, a 30-60-90 day plan and a weekly operating log
- Processes written into your SOP library as they change
- Monthly progress report to the partners
- A handover pack and a named owner for every workstream at the end
6-month minimum (two quarters), then rolling monthly. No setup fee.
- The weekly 90-minute leadership meeting, chaired and recorded
- Quarterly rocks reset and annual planning, prepared and run
- Vision and plan, accountability chart, scorecard and issues list in your portal
- Quarterly review report to the Visionary
- Same-page meeting with the Visionary each month, support in between
Worked examples for interim cover: two days a week for three months is about 26 days, so about £31,000 + VAT. Three days a week for six months is about 78 days, so about £94,000 + VAT. There is no agency in the chain, so there is no margin on top.
Every option is
- Andy Jackson in person, not an associate or a bench
- A business-to-business service contract, invoiced monthly plus VAT
- Systems, plans and records that stay in your portal when it ends
- Honest about fit: if it is the wrong shape, you will be told
None of them is
- A one-off consultancy project or report
- A motivational coaching programme
- Day-to-day staff management
- Bookkeeping, accounts or compliance work
- A marketing agency
- A replacement for the owner or leadership team
The things owners usually ask.
How is this different from hiring a COO?
A full-time COO is a senior salary, on-costs, recruitment risk and a long notice period — a big commitment before you know it works. Optivo gives you the same operational thinking on a flexible monthly retainer, starting immediately, with a 3-month minimum and no long-term lock-in.
Isn’t this just consultancy?
No. Consultancy tends to produce a report and leave. Optivo shows up every week, works on what’s actually stuck, and leaves systems, SOPs and habits embedded and owned by your team. The aim is a firm that runs itself — not a dependence on Optivo.
What size of firm is it for?
Founder-led accountancy firms, typically from around £250k to £3m+ in fees, where the owner is still too close to workflow, people and day-to-day decisions and wants the space to lead.
How much of my time does it take?
A weekly working session plus a monthly review. Between sessions it’s light-touch — email, voice note or message support for the real decisions. It’s designed to give you time back, not add another meeting you dread.
What happens once the build is complete?
By the end of the build the core systems are live and embedded, with a before-vs-after review and a 12-month roadmap. Most firms then continue on the ongoing monthly COO rhythm to keep the discipline in place as they grow — but that’s your choice, month to month.
When is the Interim COO the right choice instead of the retainer?
When the clock is the constraint: a seat has emptied, a system migration has stalled, or an acquired firm has to be integrated by a date. Interim cover is two or three days a week for a fixed term on a day rate, from £1,200 + VAT a day, and ends with a designed handover. If the problem is chronic rather than acute, the Monthly COO is the better product. The Interim COO page sets out the term.
What is the Integrator, and why is it priced differently?
It is the second seat in Gino Wickman’s Traction model: the person who runs the firm so the Visionary can lead it. The retainer is £5,000 + VAT a month because the seat carries the weekly leadership meeting every week, the quarterly rocks reset and annual planning, plus the scorecard, issues list and accountability chart in your portal. The minimum is six months because that is two quarters, the least it takes for the rhythm to hold. See the Integrator page.
Can I move between the three?
Yes. Interim cover often steps down into the Monthly COO once the acute work is done, and a Monthly COO firm that adopts Traction can move Andy into the Integrator seat. It is the same person throughout, so nothing is re-learned.
Let’s build a firm that runs without you in the middle of it.
A confidential, no-obligation call to understand your firm, where it’s stuck, and whether Optivo is the right fit. If it’s not, I’ll tell you.
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