Whitestone Advisory

A clean path forward for your business.

Whitestone works with owners of small and midsize businesses. We learn how your company runs, show you what we see, and hand you a plan you can act on.

Why we exist

The companies that matter most get the least help.

The largest consulting firms serve the largest companies. Everyone else is left to figure it out alone. These are the businesses that employ our neighbors and hold our towns together, and their owners carry every problem personally. Whitestone exists to close that gap.

Who we serve

Owners, in every kind of business.

The common thread is not the industry. It is the owner. Most spend their days working in the business, with little time left to work on it. We help you do both.

Professional practices Medical, dental, legal, accounting, and the firms that run on the founder.
Service & local business The companies our neighbors call first, built on reputation and repeat work.
Trades & manufacturing The builders, distributors, and makers who keep the region working.
Family businesses Companies carrying a name and a plan for what comes next.
Run by the founder The owner who still touches everything and needs the business to run without them.
Anyone who owns it If the results land on your desk, we should talk.
The Whitestone Method

A proven process, shaped around your business.

Every business is different, so the work starts by understanding yours. Four steps take you from a first conversation to a plan you can run with.

Step 1

Listen to the owner

It starts with your story: what a good week looks like, where you want the business to go, and what stands in the way.

Step 2

See it firsthand

A full day inside your business. We observe, we listen, and we experience what your customers and your team experience.

Step 3

Share what we found

You get a clear written picture: what is working, what is holding the business back, and what it is costing you.

Step 4

Build the roadmap

A clear, sequenced plan you can act on, with us or on your own.

What you see every week

Your business on one page.

Every Whitestone client gets a weekly scoreboard: the five numbers that tell you how the business is doing, in five minutes a week.

A Whitestone clientWeek of March 3
Revenue booked$48,200
Tasks completed61
Owner busywork hours9
Rework / redo rate3.1%
Cash on hand$86,400

A sample scoreboard. Each client's five numbers are chosen with the owner in the first week.

Start here

Three ways to work with us.

Start as small as you like. Every path begins with a conversation, and you choose how far to take it.

We do not bill by the hour. Each project is priced by the clarity of the task, the complexity of the work, and the value of the outcome.

Founding-client rates are available for a limited number of early practices.

A single task

For the job you can name. One clearly defined task, handled start to finish, delivered in the tools you already use.

Price$1,250 base, plus a set project fee
TimeDays, not weeks
You keepThe finished work
  • Your files and folders organized so anyone can find anything.
  • A simple price list you can quote from on the spot.
  • A customer list cleaned up so follow ups reach the right people.
  • Your research question run down and answered on one page.
Simple, clearly defined tasks start at $1,250. Anything larger adds a set project fee, and you approve the total before we start.
The Two Week Fix

For the problem that keeps coming back. One recurring workflow, diagnosed, rebuilt, and handed off in two weeks.

Price$3,500 flat
TimeTwo weeks
You keepThe workflow and every document
  • The one process that lives in your head, written up and usable.
  • First we trace the workflow that keeps breaking and find where it can run better.
  • Then we rebuild it simply, in the tools your team already uses.
  • Every step gets documented as we go.
  • We walk you and your people through it at handoff.
The paperwork. The scheduling. The month end scramble. Pick one. We solve the problem and leave you the workflow.
The Whitestone Method

For the owner who wants the business to run differently.

The full four steps above, applied end to end, finishing with the weekly scoreboard that follows you forward. If you want a partner to run the plan with, that is what we are here for.
Our deepest work. Shaped and priced together.
PricePriced together in the first conversation
TimeEight to twelve weeks, at your pace
You keepFindings, roadmap, scoreboard

Every path ends the same way: something that works, built in the tools you already use, and yours to keep. No software to buy. No subscriptions.

On the name

In ancient Rome’s courtrooms, a white stone once symbolized freedom. At Greece’s Olympic Games, it was a reward for victory. And one smooth stone was enough for David to face Goliath, the giant no one else could fight. We give small businesses their white stone.

About the founder

David Mohamed

Founder and President

David Mohamed founded Whitestone after a career spent keeping high stakes operations running smoothly for clients who expected perfection. Whitestone brings that same standard to the owners who carry the whole business themselves.

David is based in Needham, Massachusetts, and works with owners across New England.

Get started

Start with a conversation.

The first conversation is free. Bring the problem, and leave with a clear next step.

Request a conversation david@whitestoneadvisory.net