Service

Financial clarity

Monthly numbers an owner can read in ten minutes: margin by job, cash twelve weeks out, one page.

From $2,400 a month
Takes: Three months to set up, then monthly
Financial clarity

How it works

A profit and loss statement tells you what happened. It does not tell you which work to take more of. We rebuild your reporting around the questions an owner actually asks: which jobs make money, how much cash is there in March, and what happens if we hire. Then we send it on one page, every month, and read it with you.

What you get

Margin by job, product or client
A cash forecast twelve weeks out
One page, sent the first Monday of each month
A thirty-minute call to read it together
Your bookkeeper stays; we work with them

Book a call

More services

The other ways we work.

  • Operations review

    Operations review

    Four weeks inside the business: where time and money leak, and the five fixes worth making first.

    See the service
  • Financial clarity

    Financial clarity

    Monthly numbers an owner can read in ten minutes: margin by job, cash twelve weeks out, one page.

    See the service
  • Systems and process

    Systems and process

    The way work moves, written down and put into the tools you already pay for.

    See the service
  • Fractional COO

    Fractional COO

    A senior operator two days a week, running the plan with your team until it runs without us.

    See the service

Questions

Before the first call.

How big does a company need to be?

Most clients have between 20 and 200 people and an owner who is still in the day to day. Smaller than that, a good bookkeeper and one afternoon with us is usually enough.

What does it cost?

An operations review is a fixed $18,000. Everything else is priced on two pages after the first call. We do not bill by the hour.

Do you work on site?

For a review, yes: at least four days with your team. After that most work is remote, with a visit each month.

Will you tell us to buy software?

Rarely. Most companies already pay for tools that would do the job if someone set them up properly. We do that first.

What happens when the project ends?

Your people run it. We check in at thirty and ninety days at no charge, and you can call any time.

Book a call

Thirty minutes, no pitch.

Tell us what is stuck. We will say whether we can help and what it would cost.