Want results like this in your own business?
Here’s how we work with business owners to turn their numbers into strategy month after month.
👇 See our service options below.
Sample Report: What You’ll Actually Get
Monthly Financial Snapshot – May
Hidden Trend Uncovered:
Your net income dropped 11%, and on the surface, nothing major stood out. But after analyzing transaction patterns, we discovered something surprising:
- Your team is billing 40 fewer hours than usual—but payroll hasn’t changed.
- Revenue from Service Package A dropped 12%, while marketing spend targeting it increased 28%.
- You currently have 1.9 months of cash runway—well below your 3-month target buffer.
Money We Found You Can Save (and Make)
| Strategic Opportunity | Monthly Impact |
|---|---|
| Adjust scheduling to eliminate 20 unbilled hours | $540 in net savings |
| Reallocate ad budget from Package A to Package B (3x ROI) | $300 in higher return |
| Replace current payment processor (fee audit revealed 0.75% overcharge) | $110/month saved |
| Total Monthly Gain (Savings + Revenue) | $950 |
That’s $11,400 per year in recovered cash flow—without cutting staff or reducing growth efforts.
Action Plan for This Week
- Audit team scheduling and adjust to align labor with billed hours
- Shift digital ad budget to focus on Package B (proven higher ROI)
- Switch payment processor to save 0.75% in merchant fees
These aren’t “budget cuts.” These are data-backed adjustments that protect your profit and sharpen your operations.
Why This Matters
Most business owners see revenue and expenses—but not the patterns in between. We connect the dots between your numbers and your decisions, so you can stop leaving money on the table and start making every dollar work harder.
Professional financial analysis and business intelligence services
What You Get:
- Comprehensive Financial Analysis - We review your last 3 months of financial data
- Hidden Expense Audit - We identify exactly where you're wasting money
- Cost Optimization Report - Specific recommendations to reduce expenses by 15-30%
- Cash Flow Analysis - We show you potential cash flow problems and how to prevent them
- Action Plan - Step-by-step guide to implement savings immediately
- 30-minute Strategy Call - Get your questions answered and discuss implementation
ROI: Most clients find $500-2,000 in immediate savings opportunities and implement changes that save them money every month going forward.
• Most clients recover more than the cost of this service within the first 30 days. Get Your One-Time ReviewWhy this service is critical
Most business owners don’t realize where their money is slipping away until it’s too late. A one-time review gives you a clear, unbiased snapshot of your finances—before small leaks become big problems.
What kind of real business pain it solves
It uncovers hidden expenses, wasteful spending, and cash flow issues that are often buried in your numbers, helping you avoid nasty surprises and financial stress.
What kind of outcomes they can expect
You’ll walk away with a prioritized action plan, immediate savings opportunities, and the confidence that you’re not missing anything critical in your business finances.
Everything in Starter Plan, plus:
- Vendor Spending Breakdown - We identify exactly who's overcharging you and help you renegotiate or switch
- Custom KPI Summary - We track your most important numbers so you know when you're off track
- Budget vs. Actual Review (Quarterly) - We keep you accountable to your spending goals
- Optional 15-minute Monthly Review Call - Get personalized advice on your specific situation
ROI: Clients typically save $800-1,500/month through vendor negotiations and spending optimization.
Save $1,000+ per month by catching hidden expenses Get Strategic InsightsWhy this service is critical
Understanding your financial data is crucial for making informed decisions. The Business Clarity Plan provides a clear, actionable roadmap to optimize your spending and maximize your profits.
What kind of real business pain it solves
It helps you identify areas where you're overspending, inefficiently using resources, or losing money on unnecessary expenses. This plan gives you the tools to make strategic decisions that drive your business forward.
What kind of outcomes they can expect
You'll have a detailed understanding of your financial health, actionable insights to improve your operations, and the confidence to make data-driven decisions that lead to sustainable growth.
Everything in Business Clarity Plan, plus:
- Revenue Concentration Check (Quarterly) - We protect you from losing everything if your biggest client leaves
- Profit by Product/Service (Quarterly) - We show you which offerings to double down on and which to cut
- Break-Even & Cash Runway Review (Quarterly) - We tell you exactly how much you need to sell to survive and thrive
- Monthly Summary - We explain what happened and give you a clear action plan
- Financial Red Flag Report - We catch problems before they become disasters
- Quarterly Strategy Summary - We help you plan for growth instead of just surviving
ROI: Clients save $1,500-3,000/month and often grow revenue 20-40% by focusing on what actually works.
Save $2,000+ per month by catching hidden expenses Scale Your BusinessWhy this service is critical
Understanding your financial data is crucial for making informed decisions. The Business Clarity Plan provides a clear, actionable roadmap to optimize your spending and maximize your profits.
What kind of real business pain it solves
It helps you identify areas where you're overspending, inefficiently using resources, or losing money on unnecessary expenses. This plan gives you the tools to make strategic decisions that drive your business forward.
What kind of outcomes they can expect
You'll have a detailed understanding of your financial health, actionable insights to improve your operations, and the confidence to make data-driven decisions that lead to sustainable growth.
What You Get:
- Comprehensive Financial Analysis - We review your last 3 months of financial data
- Hidden Expense Audit - We identify exactly where you're wasting money
- Cost Optimization Report - Specific recommendations to reduce expenses by 15-30%
- Cash Flow Analysis - We show you potential cash flow problems and how to prevent them
- Action Plan - Step-by-step guide to implement savings immediately
- 30-minute Strategy Call - Get your questions answered and discuss implementation
ROI: Most clients find $500-2,000 in immediate savings opportunities and implement changes that save them money every month going forward.
Save $500+ per month by catching hidden expenses Get Your One-Time ReviewWhy this service is critical
Most business owners don’t realize where their money is slipping away until it’s too late. A one-time review gives you a clear, unbiased snapshot of your finances—before small leaks become big problems.
What kind of real business pain it solves
It uncovers hidden expenses, wasteful spending, and cash flow issues that are often buried in your numbers, helping you avoid nasty surprises and financial stress.
What kind of outcomes they can expect
You’ll walk away with a prioritized action plan, immediate savings opportunities, and the confidence that you’re not missing anything critical in your business finances.
What Makes Us Different (And Why You Need This)
QuickBooks gives you confusing spreadsheets. We give you a clear action plan to save money and grow.
- We find the money you're wasting - Most clients discover $500-2,000 in monthly savings they never knew existed
- We explain what the numbers mean - Not just "revenue is up 10%" but "your marketing spend is working, here's how to scale it"
- We give you specific actions to take - Not vague advice, but "call this vendor and ask for a 15% discount"
- We write in plain English - No financial jargon, just clear insights you can actually use
- We focus on what drives your bottom line - Skip the noise, focus on the numbers that actually matter
Ready to Stop Losing Money?
Book a free consultation today. We'll analyze your current situation and show you exactly where you're losing money and how to fix it.
book Your Free Money-Saving Consultation