Kalli Erwin
Kalli runs a service business built on precision. She could organize anything except her own financial picture. She had no way to tell whether the business was genuinely working for her or simply staying alive.
Her P&L had been built for taxes, so her own pay never appeared as a real cost of running the business. Her breakeven number left her out of it entirely, which meant the revenue target she had been working toward was never the real one.
I rebuilt her P&L in the Reset format. For the first time she could see where the money was actually going, what the business owed her, and what was leaking.
"For the first time I could actually see where my money was going. The numbers finally made sense."