Financial Strategy
Know your numbers well enough to make the call.
A clear read on margins, pricing, and cash flow, so decisions protect profit.
Who this is for
If a few of these sound familiar, this is where to start.
This is for you if
- Busy and billing, but thin on profit
- Owners who want to price and plan with real numbers
- Weighing a hire, new equipment, or expansion
Signs it's time
- Busy all month, still wondering where the cash went
- No idea which services or jobs actually make money
- Pricing is a guess that has not changed in years
- Cash gets tight with no warning
Where a job's money actually goes
We work the bridge from revenue to what you actually keep, with your numbers, not ours.
What this work can include
This isn't a package. It's what the work can include, spelled out in writing before you commit.
- Revenue and expense review
- Gross-margin analysis by service or job type
- Break-even calculation
- Pricing-model review
- Splitting labor and overhead across your jobs
- Cash-flow forecast
- Monthly scorecard of your key numbers
- Running the numbers on a hire, new equipment, or expansion
- List of financially weak services or customer types
OBM advises and supports. How hands-on we get, from recommending to helping you put it in place, is set in your written scope.
We don't do your books. We make your books tell you what to do next.
What we need, how it works, and how we measure success
What we need
- Your basic financials, the P&L and what sits behind it
- How pricing and jobs are structured today
- The decisions you are trying to make
How it works
- First. Review revenue, expenses, and margins.
- Then. Dig into pricing, break-even, and what helps or hurts profit.
- Ongoing. Keep a scorecard, help you make the calls.
Timeline comes in your written scope.
How we measure
- Real margin known by service or job
- Pricing that protects profit
- Fewer cash surprises
Questions we hear
Do you implement, or just advise?
We advise and support, from hands-on help to checking the work. Your written scope says exactly which.
I already have a bookkeeper, why do I need this?
A bookkeeper tells you what happened. We tell you what to do about it: pricing, margins, and fewer cash surprises.
Do you replace my accountant?
No. We do not do taxes, bookkeeping, audits, or regulated accounting; we work alongside your accountant on what the numbers mean for your decisions.
Do you require a long contract?
No, we work month to month. We earn the next month by being worth it.
Pairs well with Operational Optimization. A plan for the follow-up, scheduling, and workflow that keep leads and time from slipping.
Know which work makes money before adding more of it.
We get back to you within 24 hours, by email or a call. No obligation.