Decision-Ready Numbers in Just 6 Weeks
Stop Guessing. Start Scaling.
Built for founder-led B2B service firms doing $1–5M who’ve outgrown gut decisions but aren’t ready for a full-time CFO.
This is for you if
You run a founder-led B2B service business doing roughly $1–5M in revenue
You already have a bookkeeper or accountant, but still don’t trust your numbers
You’re making growth decisions based on intuition instead of clean financial signals
You don’t have clear visibility into margins by service, client, or team
Cash flow surprises happen more often than they should, even though revenue is strong
You’re not ready for a full-time CFO, but you need CFO-level clarity
You want a clean, decision-ready financial foundation without rebuilding your entire operation
What Happens During the 6 Weeks
No fluff.
No ongoing dependency.
No unnecessary complexity.
Just clear numbers you can be confident in for decision making.
Week 1: Financial Reality & Profit Clarity
We uncover how your agency actually makes and loses money. Client level margins, labor costs, cash timing, and pricing assumptions are surfaced so decisions stop being made on instinct.
Week 2: Client Profitability & Scope Control
We break down profitability by client and service to identify scope creep, underpriced retainers, and delivery inefficiencies. Clear lines are drawn between healthy work and silent drains.
Week 3: Labor, Capacity & Delivery Economics
We analyze how people and contractors are actually being used. Labor costs, utilization, and delivery capacity are aligned to revenue so growth doesn’t mean burnout or margin erosion.
Week 4: Cash Flow, Runway & Risk Reduction
We tighten cash flow visibility by addressing payment timing, AR gaps, and fixed cost exposure. You gain a clear view of runway and risk before it becomes a problem.
Week 5: Pricing, Structure & Decision Leverage
Using everything uncovered, we refine pricing logic, service structure, and financial guardrails so future decisions are simpler and less emotional.
Week 6: Financial Operating System & Next 90 Days
We consolidate everything into a simple, repeatable financial system. Dashboards, priorities, and a 90-day execution plan are set so clarity lasts beyond the engagement.
You know exactly which clients and services make you money and which ones don’t.
You can see cash flow and runway clearly instead of reacting to your bank balance.
Hiring, pricing, and scope decisions feel grounded, not emotional.
Your financial structure matches how the business actually operates.
You have a clear 90-day plan instead of lingering uncertainty.
Where You’ll Be After 6 Weeks
The Real Cost of Not Fixing This
This isn’t about whether you have financials.
You do.
It’s about whether your financial system is built for the stage you’re in now.
At $1–5M in revenue, most founder-led service businesses have a bookkeeper, monthly reports, and a CPA who cleans things up at tax time.
What they don’t have is a system designed for forward-looking decisions, not historical reporting.
So you end up with:
The Decision Lag: You have numbers, but not in time to act on them. Opportunities are evaluated too late, and are spotted after they’ve already cost you.
The Growth Friction: Revenue grows, but clarity doesn’t. Complexity increases faster than confidence, and every new hire or client adds drag instead of leverage.
The Founder Bottleneck: You’re still the translator between financial data and real decisions. Nothing moves unless you personally dig in and sanity-check the numbers.
The Mental Tax: Energy is spent second-guessing:
“Can we afford this?”
“Why does cash feel tight if revenue is up?”
“Is this actually working?”.
At this stage, the problem isn’t missing data.
It’s misaligned systems.
And the uncomfortable truth is this:
You’re already paying for this problem.
In slower decisions.
In conservative growth.
In unnecessary stress.
The Investment
$8,600
A one-time engagement to install financial clarity for better decisions.
Operating a $1M+ business on lagging data isn't just stressful—it’s expensive. This reset is designed to bridge the gap between where your business is today and the decisions you need to make for tomorrow.
The ROI of Clarity: The cost of this engagement is significantly lower than the "hidden taxes" you’re currently paying:
The Procrastination Tax: One quarter of stalled growth because you weren't sure if the cash flow supported the next big move.
The Hiring Tax: $20k+ wasted on a bad hire (or a missed one) because your capacity numbers were murky.
The Sleep Tax: The mental energy spent wondering if your "gut feeling" matches your actual bank balance.
How This Works
Application: Briefly tell us about your current stack.
Clarity Call: 30 minutes to ensure we can actually move the needle for you.
The Reset: We dive in, reconcile the logic, and build your visibility dashboard.
The Handover: You walk away with a clean financial baseline and the confidence to hit "go" on your next big initiative.
Final Thought
If your business is already generating money but your finances still feel unclear, this problem doesn’t fix itself.
It only compounds.
You can keep guessing.
Or you can install a system once and move forward clean.