For the office
behind the office
We're a boutique consulting firm that helps principals build the operational system their office actually deserves: diagnosed, redesigned, and built into custom software that makes the redesign stick.
Your office runs on inherited habits, an overworked EA, and a folder structure that made sense three assistants ago. We can fix that.
Most principal offices were never designed. They accumulated. Yegz Advisory diagnoses how the office actually works, redesigns the parts that need it, and builds the custom software that makes the redesign hold.
The tools, the SOPs, the methodology: all of it was built from inside a working office, refined under real pressure, on a real team, for a real principal. Nothing in this practice is theoretical. Every system has been tested against the kind of day where everything happens at once.
More about the practice
Five tools.
One connected office.
Every Build delivers up to five custom tools, each one solving a real, specific part of what an office does in a day. The tools stand on their own, so you can take the ones that fit and skip the ones that don't.
But they're built to talk to each other, so when more than one is installed, the suite stops being five separate tools and starts being the connected infrastructure the office runs on.
The Ledger
Turns each inbound into a card the principal can scan and act on with a single tap, then routes the call back to the team automatically.
View the Ledger 02 Meeting TrackerThe Atrium
Keeps eyes on every meeting request from the moment it arrives until it lands on the calendar. Nothing dies from neglect.
View the Atrium 03 Itinerary BuilderThe Atlas
Instantly turn a thousand small travel details into one clean, day-by-day itinerary, ready to share with whoever needs to see it.
View the Atlas 04 Spending TrackerThe Survey
The EA's own view into the principal's spending: charts, dashboards, and an AI chat that answers plain-English questions.
View the Survey 05 Command CenterThe Cornerstone
Pulls the live signal from every tool (meetings, trips, decisions, calendar) into a single customizable dashboard.
View the CornerstoneTwo phases, one outcome.
The Blueprint
A two-week diagnostic of how your office runs today. At the end, a written plan: what's working, what isn't, which tools we'd build, and a fixed-price proposal for the Build.
$9,700 FIXEDThe Build
90 days of bespoke development and onboarding. Custom-built web apps, documented SOPs, and a plan for how to use the system from day one. Scope and price set by the Blueprint. Engagements range from a single tool to the full suite.
Custom BY BLUEPRINTThe Inheritance
The office walks away with everything it needs to keep running the system without our team in the room: SOPs, credentials, decision history, AI troubleshooting, and an onboarding guide for whoever fills the seat next.
Included WITH THE BUILDBuilt so the office's operational knowledge survives every transition.
A 30-minute call to see if it's a fit.
The on-ramp is a free 30-minute call. We talk through what your office looks like today, what's working, what isn't, and whether the Blueprint makes sense to commission.
No slides, no homework, no commitment. If we both think there's a fit, the Blueprint can start within two weeks. If not, you still walk away with a clearer picture of what your office actually needs.