THE 60-DAY CASH & PROFIT RESET
Stop Finding Out After the Month Is Over.
In 60 days you will know what the business must produce, what it can afford to pay you, how much cash has to stay in, where profit is leaking, and what your next hire or price change actually does to the year. Not a report you file. A system you run. Backed by the 60-Day Shift Guarantee.
Take the 2-Minute ScorecardIS THIS YOU?
Built for Owners Who Make Stuff, Do Stuff, or Sell Stuff.
You are profitable on paper.
But your bank account tells a different story every month.
You pay yourself last.
If there is anything left. And some months there is not.
You have no target to aim at.
So every big decision feels like a gamble. And the business runs you instead of the other way around.
Every hire, every price, every month is a guess.
You want to grow. But without a model, every decision feels like a coin flip.
If that is your business, this system was built for you. Owner-operated.
THE FIVE NAMED PROBLEMS
What Your P&L Is Actually Hiding.
If revenue is coming in but you still don't feel like you're getting ahead, one or more of these five is usually why. Each one has a symptom you already recognize, a consequence you are already paying, and a version of your business on the other side of it.
Symptom. Revenue is fine. The bank account is not.
Consequence. You either sit on money you have earned or pull money the business needed, and you find out which one it was later.
After. You know your cash position every month and exactly what is safe to take home.
Symptom. Everyone else is paid on a schedule. You get whatever is left.
Consequence. The business looks like it works, but only because your own wage was never counted as a cost.
After. Your pay is a funded line item with a target and a dated plan to reach it.
Symptom. You have a breakeven number, and it does not include a market wage for you.
Consequence. You hit the number, expect to feel fine, and do not. This is not your CPA getting it wrong — a tax breakeven and a management breakeven are two different numbers, and only one of them tells you what to charge.
After. A management breakeven with you in it, so the target you aim at is a real one.
Symptom. Margin is thinner than it should be and no single line explains it.
Consequence. You cut the wrong cost, or cut nothing and hope more volume covers it.
After. You know whether labor, pricing, marketing or management overhead is doing the damage, and which one to fix first.
Symptom. The next hire, the next price, the next piece of equipment — all judgment calls.
Consequence. Growth reliably adds work and risk. It does not reliably add money to your pocket.
After. You know what a hire has to produce and what a price move does to the year, before you commit to either.
The Reset names all five, puts a dollar figure on all five, and gives you the lever for all five.
WHAT STAYING THE SAME COSTS
A Point of Profit Is Not a Rounding Error.
Owners tend to think of profit percentage as an abstraction. It is not. On a $2M business, here is what each point of pretax profit is worth over a year.
One point
$20,000
A year. Roughly what a small pricing correction can be worth on its own.
Three points
$60,000
A year. Enough to fund a hire, or to fund the raise you have been putting off giving yourself.
Five points
$100,000
A year. This is the range owners land in when several of the five problems are running at once.
Arithmetic examples of what a point of pretax profit is worth at $2M in revenue. Not a projection, and not a promise of your result.
Now add the things that never show up as a line item.
Pricing that has not been revisited in three years. Labor that produces less than it costs. Management overhead nobody has sized against output. An owner wage the business was never asked to fund. Cash sitting in inventory or receivables instead of working. Each one moves that percentage. Most owners have more than one of them running at the same time and no way to tell which is worst.
You cannot fix what you have never measured.
The 60-Day Cash & Profit Reset finds which of those are true in your business, puts a dollar figure on each, and ranks them so you know what to change first. Backed by the 60-Day Shift Guarantee.
The no-cost Profit Opportunity Review sizes the opportunity first. Your Reset investment is calibrated to it.
THE SHIFT
From Reacting to the Month, to Running It.
Nothing about your business changes overnight. What changes is what you can see, and therefore what you can decide.
Before
You look at the bank balance to decide whether things are going well. You take an owner draw when it feels safe. You price from what the last guy charged. You hire when you are drowning and hope the revenue follows. The numbers arrive after the month is over, and by then the decisions are already made.
After
You know the revenue the business has to produce and whether you are on pace. You know what it can afford to pay you and what has to happen for that number to go up. You know how much cash stays in and what is genuinely yours to take. You know which leak is costing the most. And you run the next hire or price change through a model before you commit to it.
THE MECHANISM
Eight Things You Will Be Able to Do That You Cannot Do Today.
Every piece below is a working model built on your numbers, not a template and not a report. The heading is what it lets you do. The line underneath is the tool that makes it possible.
Owner-Normalized P&L — your P&L recast with a market wage for you as a real operating cost.
Owner Pay Roadmap — your pay gap in dollars, plus a dated plan to close it.
Management breakeven — the real number, with your wage inside it.
12-Month Forecast — know whether payroll, a slow season or a major purchase works before you commit to it.
Cash Flow Roadmap — tax reserve, debt service, core capital, then distributions, in that order.
Productivity Ratios — Direct LPR, MPR and ManPR, scored against your own numbers.
Monthly Dashboard — the handful of numbers that actually move your business.
Hire and pricing calculators — run the decision through the model first, plus a ranked action plan for what to change now.
Every owner gets the whole system. And you are not handed a spreadsheet and left alone — the walkthroughs and 30 days of implementation are how it ends up in your hands instead of in a folder.
HOW IT WORKS
Built in 30 Days. In Your Hands by Day 60.
You send your numbers.
P&L in whatever format you have — a QuickBooks export, a spreadsheet, whatever your bookkeeper sends. No cleanup required before you start.
Nick builds the model.
Everything is built on your actual numbers: the recast P&L, the forecast, the cash roadmap, the ratios, the dashboard, the calculators, and a ranked list of what to change first.
You see where you actually stand.
A live walkthrough of every piece. You ask every question. You leave knowing your pay gap in dollars, your real breakeven, and which leak is costing you the most.
Thirty days of implementation and training.
Two checkpoints inside the 60-day window. Nick walks the system into the business and stays in it until you can run it without him. That last part is the point — a model you cannot use yourself is just another report.
PROOF
Owners Who Stopped Guessing.
"For the first time I could actually see where my money was going. The numbers finally made sense."
Kalli's P&L was built for taxes, so her own pay never showed up as a real cost and her breakeven left her out of it. We rebuilt it in the Reset format. She could finally see what the business owed her and what was leaking.
"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."
We ran Tyler's productivity ratios and the leak surfaced immediately. One session, one diagnosis, one priority action — not a ninety-page report.
WHERE THIS FITS
This Does Not Replace Your Bookkeeper or Your CPA.
Three different jobs. You want all three done, and only one of them is missing in most owner-operated businesses.
Your bookkeeper keeps the records accurate.
Everything here sits on top of that work. If the books are not reconciled and categorized, none of this holds up — which is why a good bookkeeper makes the Reset better, not redundant.
Your CPA handles tax, compliance and reporting.
They are the expert on what already happened and on what you owe. That is genuinely valuable and you should keep them. It is a different question from what to charge, who to hire next, or what the business can afford to pay you.
EasyFlow sets the targets and prices the decisions.
Your CPA helps report what happened. EasyFlow helps you decide what happens next. A downloaded template will not do this either — it can show you a format, but it cannot tell you which of your numbers is wrong or what it is costing you.
For Context
If You Were Buying This Piece by Piece
Most owners are not choosing between EasyFlow and hiring a CFO. But if you did price this work out through a traditional fractional CFO, here is roughly what each piece costs and where the two approaches differ.
YOUR INVESTMENT
First We Establish What the Opportunity Is Worth.
You should not have to buy a financial solution before you understand the financial problem. That is why the Profit Opportunity Review comes first, and why it costs nothing.
The Review establishes your current normalized economics, the target economics the business should be capable of, an executable 12-month target, and a conservative Validated Financial Opportunity — the annual improvement that appears reasonably executable based on the gaps we can actually identify in your business, not every theoretical dollar that might exist.
If the opportunity is meaningful and the 60-Day Cash & Profit Reset is the right way to address it, your Reset investment is calibrated to that opportunity. It is not priced by the hour, and it is not priced simply by the size of your company.
Before you make a decision, you will know:
- Where the opportunity comes from
- Which assumptions support it
- What appears reasonably executable over the next 12 months
- What the Reset will address
- Your exact investment
The economics should make sense before you say yes.
Backed by the 60-Day Shift Guarantee. The Reset and the Ongoing CFO Partnership are separate economic decisions — nothing about the Reset requires you to buy anything afterward.
Rather talk it through first? Book a 15-minute fit call.
Know Where You Stand by Day 60, or the Reset Fee Is Refunded.
Your system is built within 30 days of your scheduled start. I stay with you for another month to implement it, train you on it, and make sure you can actually run it.
Complete the process, attend the required checkpoints and apply the agreed actions. If by Day 60 you do not understand where your business stands, what needs to change, and how to use the system to make your next financial decision, the Reset fee is refunded.
A shift, not a shortcut.
Your Numbers Already Know What Needs to Change.
Start with the two-minute scorecard and find out whether owner pay, profit or cash is the thing holding you back. If you would rather just talk it through, book a fifteen-minute fit call instead.
Take the 2-Minute ScorecardOPTIONAL, AFTER THE RESET
Ongoing CFO Partnership
The Reset builds the system. The Ongoing CFO Partnership helps you use it to make decisions and keep the business on target.
Some owners want a CFO beside them as the business changes — comparing actuals to targets, working through variances, evaluating a hire or a price move, protecting owner pay. Others can run the system on their own between quarterly reviews.
It is a separate engagement and a separate economic decision. The investment is $1,500 to $7,000 per CFO session, based on the level of CFO involvement your business requires rather than your revenue, on a monthly or quarterly cadence. Plenty of owners never take it.