One retainer. No surprises.
Senior operating support for a fraction of the cost of a full-time COO — with none of the recruitment risk, notice periods or on-costs.
3-month minimum, then rolling monthly. No onboarding or 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
- Workflow, team, client-journey and pricing improvement
- Light-touch support between sessions for the real decisions
What Optivo is not
Monthly operating leadership — a firmer structure around how the business runs. It is not:
- 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.
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.