Someone to call before you make the decision.

Look at the numbers before hiring. We review what the role costs fully loaded, what it has to produce to pay for itself, and what it does to cash in the months before it does.

Sometimes the answer will be yes. Sometimes there will be questions you haven’t considered. And sometimes the numbers may say it isn’t the right time.

Start with what the new location has to generate every month to cover its overhead and produce a profit. That break-even number sets the sales targets everything else is measured against.

Then look at cash: what it takes to open, how long until it carries itself, and what the existing business can support in the meantime.

We identify what appears to be working and what may need attention, then put together a practical action list and identify who should handle each item.

For ongoing clients, a monthly strategy meeting sets the priorities for the month ahead, and a quarterly review steps back to the bigger picture.

Yes. Running a business can involve a CPA, attorney, banker, insurance professional, payroll company, bookkeeper and other specialists.

We help make sure the right people are involved, the financial side stays organized, and you understand how the pieces fit together, so you’re not the one relaying messages between them.