Examples

Not Theory

These case studies from a few of our actual clients help illustrate the value you, as a small business owner, recieve by taking a moment to get very intentional with the financial health of your company.

CLIENT:

Home Improvement Company

WHAT WE DID:

Redesigned P&L to align with company needs and goals.

Generated financial reporting to inform pricing decisions.

Created customer and project reporting to narrow in on a sweet spot.

Measuring Margins For Increased Profits

Making home improvement and repairs painless for homeowners, this company delivers 5-star services. Together we manage and maximize strategic growth decisions.

With wind in their sails, this upstart found itself generating great revenue. As with many growing companies, they needed to watch out for rising operational expenses. In anticipation, we restructured their P&L making it more useful (and accurate) in measuring cost of goods sold and monthly overhead costs to help them determine target margins for pricing. Now, equipped with useful data, this home improvement company operates with a competitive advantage utilizing information other service companies take years to find.