60-Day Cash & Profit Reset
A paid engagement using the EasyFlow CFO Profit System. I analyze the business, build the financial model and plan, present it, then spend the second month training you and advising on early decisions.
For owners of established businesses
Better profit, dependable cash, and clearer decisions.
I work with owners of businesses that bring in about $1–$20 million a year. My work is strategic financial leadership: I analyze the business, build the plan, and help you decide. You and your team make the operational changes.
Prefer to start on your own? Take the Free Assessment.
Decisions owners already recognize
You do not need to be in crisis to want a clearer financial picture. These are the kinds of questions I help owners answer.
- Is our pricing working?
- Can we afford another employee?
- Do we need more people, or are we underusing the capacity we already have?
- Is the team overstretched?
- Is marketing producing enough financial return?
- Does our management structure fit what the business can support?
- What can we afford to invest, retain, or distribute?
How I look at the business
I use the EasyFlow CFO Profit System to see how revenue, costs, labor, management, and profit connect. During paid work, I also connect marketing and sales performance with the financial results.
A monthly view shows what just happened. A rolling 12-month view adds the newest month and drops the month from a year ago, so one unusual month does not hide the direction of the business.
I explain what I find in plain language. The aim is financial understanding you can use when you decide.
What you can decide with more confidence
Owner pay is one outcome. It sits alongside profit, cash, and the choices that affect both.
Pay and profit
- What you pay yourself, and how that compares with a market-based wage
- Whether profit is healthy after that pay is treated as a real cost
Pricing, people, and capacity
- Whether pricing and margins are doing their job
- Whether to hire, or to use capacity you already have
- Whether the team is overstretched
Marketing, management, and cash
- Whether marketing spending is producing enough gross margin
- Whether the management structure fits the business
- What to invest, retain, or distribute
“For the first time I could actually see where my money was going. The numbers finally made sense.”
“Nick showed me exactly where my profit was leaking. We identified the fix in the first session and it changed how I think about every job going forward.”
Ways to work together
The 60-Day Cash & Profit Reset builds the plan and the tools. That work is the foundation for ongoing support. Ongoing support is optional.
Ongoing CFO Partnership
After the Reset, I can keep reviewing performance, updating the forecast, and advising on decisions. Monthly and quarterly support are available. A fee waiver never means skipping the Reset.
Ways to get started
Free assessment
A short self-reflection on Owner Pay, Profit Reality, and Pay System. It is hosted separately, and you get results there. It is not a review of your financial statements.
After you finish, that assessment offers a 30-minute results call about those results. That call is separate from a general business conversation and from the Profit Opportunity Review.
Free Profit Opportunity Review
I examine financial information, identify problems, and meet with you for a findings session of up to two hours. You also receive a written summary of what needs to be addressed.
The review does not build the financial system or quantify an improvement plan. That work belongs in the paid Reset.
Talk with me about your business
A 30-minute conversation about where the business is and what you want from it. It is not a review of your financial statements, and you do not need to finish an assessment first.
Questions that usually come next
Do I need to take the assessment before we talk?
No. The assessment, a conversation about your business, and the Profit Opportunity Review are separate starting points. Use the one that matches what you want right now.
Will you run the changes in the business?
No. I analyze, build plans and models, explain what I find, monitor performance, update forecasts, and advise. You and your team carry out changes to pricing, people, marketing, and day-to-day operations.
How is pricing set?
All pricing is custom after the Profit Opportunity Review. A conversation can help you decide whether to request that review. The review identifies what needs attention. The custom quote comes after it, if the Reset is a fit.