Quick Win Solutions

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Quick Win Solutions

Packages starting at $1,495

Low-commitment, fast-turnaround solutions which are tailored to your specific business needs and solve urgent financial pain points. Actionable insights that you can apply right away.

Cash Flow Review

Review financials and diagnose where cash & profit may be leaking (e.g. pricing strategies, expense management, collections & payment timing cycles).

Deliverable:

12-month profit and cash flow forecast

PDF report with concrete actions to free up cash in the next 90 days

Profitability Review

Review of last 12 months of revenue + expenses to identify high-impact profit levers (e.g. channel pricing strategies, vendor renegotiation, unprofitable products or services).

Deliverable:

‘Profitability Playbook’ roadmap outlining specific actions to add at least 5% to your bottom line

Financial Clarity Dashboard

Create a live KPI dashboard so you never wonder where your business stands again — daily financial clarity at your fingertips.

Deliverable:

KPI dashboard (revenue, margin, cash flow, industry specific growth metrics)

60-minute live training session via Zoom

Expense Optimization Sprint

Line-item review of 12 months of expenses to identify recurring waste or inefficient processes.

Deliverable:

PDF Report detailing discrete savings opportunities

Owner Paycheck Plan

Many owners don’t know how much they can pay themselves. We will review historical Profit & Loss, develop 12-month forecast, and create owner’s compensation strategy.

Deliverable:

PDF Report + Excel model with owner compensation strategy, including historical and 12-month forecasted cash flow

Growth Forecast Model

Build a custom financial model with multiple growth related ‘what if’ scenarios (e.g. creating new product offerings, pricing changes, new hires, lease expansions, etc.)

Deliverable:

Tailored financial model with multiple scenarios, showing the revenue growth needed to cover new costs and the expected return on investment.

Our Services

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Stop guessing. Start making confident financial decisions.
Our services are built to deliver clarity, actionable insights, and next steps—fast and tailored to your business.