Find it. Fix it. Keep it.
Profit Recovery is a three-step path: a Diagnostic to find where profit is leaking, work to fix the foundation under it, and ongoing oversight to keep it. You choose the level of support that fits.
The path
Step 1: The Profit Recovery Diagnostic
The starting point for every engagement. A focused review that tells you where profit is going and what to do first.
Your numbers, end to end
- Profit & loss statement and balance sheet
- Pricing and margins
- Cost structure
- Cash timing
Findings you can act on
- Written findings in plain English
- A prioritized fix list
- The estimated dollar impact of each opportunity
Steps 2 and 3: Fix the Foundation, then Keep It
Ongoing Profit Recovery comes in three levels. Each one builds on the one before it.
Foundations
Businesses that need financials they can trust
- Bookkeeping standards review
- Chart of accounts aligned to your industry
- Monthly P&L and balance sheet review
- Brief monthly commentary
Insight
Growing businesses that need insight, not just reports
- Everything in Foundations
- Monthly or quarterly review meeting
- Trend and variance analysis
- KPI tracking
- Specific recommendations
CFO
Businesses that need ongoing financial leadership
- Everything in Insight
- Budgeting and forecasting
- Cash flow planning
- KPIs tied to goals
- Lender-ready reporting
- Ongoing strategic advice
One-Time Projects
Sometimes you need a specific piece of work before, or instead of, an ongoing level. Each project is quoted separately, and any of them can be the first step toward a level.
Books cleanup and catch-up
Gets you current, so the numbers mean something.
KPI dashboard setup
The handful of measures worth watching, in one clear view.
Budget or forecast model build
A working model of where the business is headed and what it can afford.
How Pricing Works
Pricing depends on your business size and complexity, transaction volume, inventory or job-costing needs, the state of your books, and how often we meet. You'll get a clear, fixed quote after the Diagnostic call.
Need something financial that isn't listed? Ask.
Start with the numbers, not a contract.
Run the free Leak Calculator to see where profit may be slipping away, or book a conversation and we'll look at your numbers together.