First 30 days
- I analyze the business.
- I examine the financial information and the marketing data.
- I build the financial model, the targets, and the plan.
- I present the plan to you.
60-Day Cash & Profit Reset
Build the financial plan, then learn how to use it.
This is a paid strategic engagement using the EasyFlow CFO Profit System. I analyze the business, build the model and the plan, and advise on decisions. You and your team carry out the operational changes.
You can ask about the Reset directly. You do not need to take the assessment first. A custom quote still follows a Profit Opportunity Review.
What happens in 60 days
Second 30 days
This month is part of the Reset. It is not a free month.
- I train you to use the tools.
- I update the model.
- I review early progress and advise on decisions.
The financial plan starts on the first day of the next full month after the presentation. It looks forward over the next 12 months. A standalone Reset ends after 60 days. Ongoing support is a separate choice.
Three tools, tied to decisions
Winning Financial Game Plan
The 12-month plan for profit, owner pay, and the targets you are managing toward.
Cash Flow Roadmap
A view of cash requirements so you can see what the business can invest, retain, or distribute.
Monthly CEO Dashboard
A monthly check on performance so you can see what changed and what deserves a decision.
What the paid analysis can cover
The depth depends on the business. These are the areas I may examine. They inform the plan. They are not a promise of a financial result by day 60.
The financial picture
- Monthly and rolling 12-month trends
- Market-based owner compensation
- Cash requirements and business scenarios
Pricing, labor, and capacity
- Pricing and margins
- Labor productivity and capacity
- Whether a hire is affordable, and what productivity it needs to produce
Marketing and management
- Marketing spending and sales-funnel performance
- Management productivity and the cost of the management structure
For marketing, I compare gross margin dollars with marketing spending, not revenue. For management, I compare contribution margin dollars with management-only salaries. Those comparisons point to questions. They do not, by themselves, prove how effective one employee or manager is.
Planning targets, not guaranteed results
The plan works toward owner pay at or above a market-based wage, and toward 10% or greater pretax profit after that market-based owner compensation.
It is also meant to support better decisions about pricing, hiring, capacity, marketing, management, and cash. Those are targets and decision capabilities. They are not a promise that the business will hit a number by day 60.
Pricing is custom after the Profit Opportunity Review. If you commit up front to 12 months of monthly support, the Reset fee is waived. If you pay for the Reset and later commit to 12 months of monthly support, the Reset payment is credited toward those fees. Quarterly support does not include a waiver or a credit. See the comparison.
Discuss Your Reset
This is a request for a 30-minute Reset Fit Call. The call covers the standalone Reset and ongoing support. A public booking calendar for this call is not available yet, so the form asks me to follow up and arrange a time. Sending it does not confirm an appointment.