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How We Begin
We begin with evaluation.
If pricing, financial reporting, or money conversations feel heavier than they should, this is where we begin.
When numbers feel tense or confusing, it’s rarely about effort. It’s usually about structure – how pricing is built, how delivery is structured, and how financial systems are supporting the business.
Most service providers are not lacking skill. What’s missing is the alignment between growth and infrastructure.
When structure lags behind growth, decisions feel harder than they should. Reporting feels unclear. Pricing feel uncertain.
We do not begin with advice.
We begin with evaluation.
Clarity comes from evaluation. Clarity is not motivational. It is structural.
For some businesses, that clarity begins with calculating a baseline price.
For others, it begins with a formal financial evaluation.
Use the guide below to determine your starting point.
If Pricing Feels Unclear or Inconsistent
Start with a diagnostic to see
where your pricing isn’t holding.
If You Want Professional Eyes on This
The Perfect Pricing Formula™
Minimum Aligned Price Diagnostic
This calculates the minimum your business must charge to support both operational expenses and personal income.
If your pricing sits below this number, your business is covering the difference.
It accounts for:
- Full business and personal expense load
- Actual client-facing capacity
- The true cost of delivering your services
- The operational load required to sustain delivery
This is not a positioning exercise.
This is financial structure.
It identifies the number your business must support before anything else stabilizes.
Without it, every pricing decision becomes reactive.
It replaces guesswork with data.
If You’re Ready for Professional Evaluation
Move to professional evaluation when the issue requires more than a calculation.
This is appropriate if:
- Your baseline pricing does not produce the income you require
- You are preparing to raise rates and want structural validation – and support navigating the conversation
- Your bookkeeping is inconsistent, reporting feels unclear, or you don’t fully trust the numbers
- You are preparing for growth, delegation, or increased financial complexity
At this stage, we begin with formal evaluation.
Evaluations are structured diagnostic engagements designed to identify root causes, not surface symptoms.
We determine:
- What is structurally sound
- What is misaligned
- What must be corrected
- In what sequence
Pre-work is required for all evaluations.
You will provide financial documentation in advance so our time together is grounded in verified data.
These are not exploratory conversations.
They are focused diagnostic sessions designed to produce clear, actionable direction.
Pricing Reset Session
For service providers experiencing pricing friction – whether that involves raising rates, renegotiating agreements, or correcting undercharging.
This session includes:
- Diagnostic evaluation of your current pricing structure
- Alignment assessment between pricing and delivery
- Real-time calibration structural corrections
- Support in preparing for pricing conversations
Money decisions create pressure. We address both the financial structure and the nervous system response that can interfere with clear execution.
Pre-work is required.
You will complete a structured intake, so our session is decisive and productive.
This engagement answers:
Is my pricing structurally sound?
If not, where is the breakdown – and what is the correct order of correction?
Firm Engagements
Ongoing firm engagements are entered following diagnostic evaluation.
Scope, readiness, and structural requirements must be clearly defined before engagement.
This protects both the business owner and the integrity of the work.
If You’re Unsure
Frequently Asked Questions
Where should I start if I am new to SumSolutions?
If you are not sure where your biggest gap is, the Perfect Pricing Formula is the best first step. It is a free diagnostic that calculates your Minimum Aligned Price — the number your business actually needs to support itself and you. If you already know pricing is broken, the “Why Your Pricing Isn’t Working” training goes deeper into the structural reasons. If you want a personalized evaluation, the Pricing Reset Session is the right starting point.
How do I know which diagnostic or training is right for me?
Start with the Perfect Pricing Formula if you are not sure where your pricing stands. Move to the “Why Your Pricing Isn’t Working” training if you already sense the problem is structural — unclear scope, scope creep, or poor offboarding. Book a Pricing Reset Session if you want Linda to evaluate your specific situation directly and give you personalized direction.
I know something is wrong with my pricing but I don’t know what. Where do I start?
Start with the “Why Your Pricing Isn’t Working” training at sumsolutions.com/why-your-pricing-isnt-working/. For $77, it delivers the “Where Your Pricing is Breaking” diagnostic, which identifies the specific structural gap costing you revenue.
What is the right first step if I am preparing to scale or sell my business?
If growth or exit planning is your context, the Strategic Accounting Systems Evaluation is the most relevant starting point. It assesses whether your financial infrastructure can support expansion and builds the financial foundation that buyers and investors look for.
