Advisory
We learn your business, find where the money is slipping away, and sit down with you on a set schedule until you're keeping more of it.
What every advisory client gets.
We get your books, payroll and sales current and live on the Dash, your numbers on your phone, and take the time to understand how your business really runs.
We find where the money is slipping away and tell you what each fix is worth in dollars, then work them in order, biggest first.
We sit down with you on a set schedule, with the numbers in front of us both, and every meeting ends with the next thing to do.
Monthly books, payroll and sales tax handled for you, and your numbers on your phone every day.
Every session comes back to these.
Your own pay and profit from the business, measured from your books.
The hours and decisions that still run through you, and how many come off your plate.
Four places the money slips away, and what we do about each.
Prices set years ago, or matched to the shop down the street, rarely cover what the work costs today.
What we doWe price your work against what it actually costs you, job by job or item by item, and show what each change is worth.
Labor is usually the biggest cost you control. Hours creep up while the work getting done stays the same.
What we doWe line hours up against sales and the work done, then fix scheduling and staffing where the money is going.
Vendor prices creep up, and nobody's tracking waste or the subscriptions you forgot about.
What we doWe go line by line through what you spend and rank what to renegotiate, cut, or change.
Profit on paper doesn't help if the cash shows up after the bills.
What we doWe map when money comes in and goes out, and change terms and timing so cash stays ahead.
A few of the owners we work with, and what changed in their numbers.
Bar and restaurant
7.8% → 18.5%
Net profit, within six months
Four months in, messy books, tight on cash, no clear view of the numbers.
Reworked their prices and costs and put their numbers on their phone for the first time. That turned up five figures in loss and waste nobody was tracking.
Net profit more than doubled as a share of sales, and the owners see their numbers as the month happens instead of after it.
New bar, first year
22.8%
Profit in year one, on $1.227M in revenue, with debt cleared
A first-time owner facing every decision a new business brings, wanting to get it right.
Set up the books, priced the menu for profit, structured payroll, and planned for a profit from the first month.
A profitable first year, with the debt cleared by the end of it.
Residential cleaning
35%
Net operating profit, about twice the industry average
Stuck in hourly pricing arguments, no view of real job costs, unpredictable cash.
Worked out what each job cost in labor and what it made, moved them to flat-rate recurring prices, and set up the routines to keep it that way.
Steady recurring revenue and a business the owners now run part-time, remotely.
Who it's for
Owner-led businesses that are busy and still don't keep enough of what they make. Most are doing $500K to $10M a year.
What's included
Not included
Step 1 of 3
A few taps, then we call you to see if we're a fit.
Step 2 of 3
We find the fixes and put a dollar value on each one.
Step 3 of 3
Fixes in order, and sessions on a set schedule until they show up in your numbers.
The work runs in four steps.
We agree on what you want from the business, in pay and in time, and set the plan to get there.
We look at who you sell to and what you're known for, so you spend your effort where you make the most.
We look at where your work comes from and what it takes to win it, and fix where you lose people between the first call and a paid job.
We price your work against what it really costs you, and show you what each change is worth before you make it.
Our promise
If we don't think the work will pay for itself, we'll tell you before you hire us.
Get a callPriced to the size of your business. You'll see your price in your proposal before you commit.
Our average client grows net profit by more than 10% in their first six months. The first fixes usually come out of the first review, because pricing and cost changes start paying right away.
You leave your first review with a plan and a dollar figure on every fix. It's yours to keep, whether you hire us or not. If we don't think the work will pay for itself, we'll tell you before you hire us.
Yes. Monthly books, payroll, sales tax and the Dash all come with advisory, so every session runs on numbers you can trust.
Yes. We catch your books up first, so the work is built on real numbers.
Want the books without advisory? See bookkeeping and payroll