The Optivo Monthly COO
Senior operational leadership for your firm on a simple monthly retainer. One person, showing up every week, building the systems and rhythm that let your firm run without you in the middle of everything.
What your firm gets, every month.
Weekly COO session
A practical working session on what’s stuck, what needs deciding and what needs to move this week. Operational leadership, not advice.
Monthly operating review
A structured review of workflow, capacity, deadlines, client issues, projects and margins — documented and shared with you and your partners.
A live operating plan
One shared source of truth tracking priorities, actions, owners, risks and progress — so the whole team knows what it owns.
Workflow & team improvement
Ongoing work to improve how jobs flow through the firm, how roles are structured, and where friction and rework are removed.
Client journey improvement
Onboarding, communication, review meetings and delivery made consistent, valuable and commercially effective.
Pricing, packaging & advisory
Help to turn better clients, advisory and recurring value into a practical operating model — plus light-touch support between sessions.
How a month actually works.
Optivo isn’t a project that lands and leaves. It’s a steady operating rhythm — enough contact to keep momentum, light enough to give you time back rather than another meeting to dread.
- Weekly — a focused COO working session on what’s stuck, what needs deciding and what moves this week.
- Monthly — a structured operating review of workflow, capacity, deadlines, margins and founder workload, documented and shared with your partners.
- Between sessions — light-touch support by email, voice note or message for the real decisions and operational issues.
- Throughout — a single live operating plan that tracks priorities, owners, actions, risks and progress.
Is Optivo right for your firm?
It’s built 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.
- The owner is still too involved in workflow, people issues, client problems and day-to-day decisions.
- Growth has outpaced operational structure — bottlenecks now affect deadlines, delivery and client experience.
- You want to grow advisory, improve client experience or use your technology properly, but can’t create the capacity.
- Too much depends on a few key individuals, and the firm feels fragile when they’re away.
- You’re preparing for succession, merger, acquisition — or simply a calmer, more valuable firm.
- You need senior operational thinking now, without the cost, risk or commitment of a full-time hire.
What Optivo is — and isn’t.
It’s monthly operating leadership: a firmer structure around how the business actually runs. So it’s clear from day one, here is what it is not.
Optivo is
- Senior operating leadership, on tap, every week
- Systems, SOPs and habits your team owns and keeps
- A calmer, more profitable, less founder-dependent firm
- A partner who has run and improved firms before
Optivo 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
What a well-run firm feels like.
Control
A founder who is less trapped in the day-to-day, with clearer priorities and the space to lead rather than fire-fight.
Capacity
More operational headroom for growth, advisory and higher-value work — because the admin and rework have been designed out.
Clarity
A team that knows what it owns, consistent delivery, and client communication that no longer depends on who picks it up.
Confidence
Managers who own their areas, systems that are actually used, and a firm that no longer feels fragile when a key person is away.
Commercial
Better pricing, stronger margins and recurring value turned into a practical operating model — visible in the numbers.
Value
A firm that is easier to run, manage and eventually scale or sell — because it runs on systems, not on the owner’s memory.
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.