How I Work
A straightforward process to get your financials dialed in and your business headed where you want it to go.
Discovery & Assessment
First, I dig into your numbers and operations to understand where you are today. What's working, what's leaking money, and where the real opportunities are.
Key Activities
- Review your financials and find the real profit
- See how your numbers stack up against other shops
- Identify what's slowing you down
- Assess your team's strengths and gaps
Strategic Roadmap Development
Then we build a plan together. Not some generic playbook, but a roadmap based on your specific situation, goals, and timeline.
Key Activities
- Figure out what to tackle first
- Decide where to put your time and money
- Set clear milestones so you know you're on track
- Identify what could go wrong and plan for it
- Get everyone on the same page
Execution & Implementation
This is where the work happens. I roll up my sleeves and work with you and your team to actually execute the plan, not just hand you a binder and walk away.
Key Activities
- Weekly check-ins to stay on track
- Real-time dashboards so you always know the numbers
- Help you fix the processes that aren't working
- Train your team on what they need to know
- Improve your relationships with vendors and partners
Ongoing Financial Leadership
The long game: a more profitable business with clear financials, better decisions, and a plan for whatever comes next.
Key Activities
- Regular check-ins to make sure you're on track
- Monthly reporting that actually tells you something useful
- Track the metrics that matter to your business
- Adjust the plan as your business evolves
- Build the financial foundation for your next move, whatever that is
Typical Engagement Timeline
Every shop is different, but here's what a typical engagement looks like.
Full picture of where you stand and where the opportunities are
First improvements implemented and showing results
Significant improvement in profitability, reporting, and financial clarity