The Profit Punch List · $495
Find out what to fix first in your business
A fixed-fee review of your financials with a clear, prioritized list of what to fix first, plus a 60-minute call to walk through it. Delivered within 5 business days of receiving your documents.
Book a 30-minute call See how it worksWho it's for
A good fit if you want to
What's included
What you get for $495
A focused review of where your business stands today and what to fix first. You keep the punch list whether or not we keep working together.
Client result · Commercial contractor
A job quoted at a 30% profit would have lost 20% once every cost was counted. We caught it before work started and rebuilt their quote sheet so every bid since covers its full cost.
How it works
Three simple steps to get started
Tell us where the business is and make sure the review is a fit. No pitch.
We'll send a short list of what we need. Your review starts as soon as we have it.
Within 5 business days, plus a 60-minute call to walk through it. Credited toward your first month if you continue within 30 days.
FAQ
Profit Punch List questions
What is the Profit Punch List?
A $495 fixed-fee review of your financials. You get a prioritized list of what to fix first in your books, cash and job profitability, plus a 60-minute call to walk through it.
How long does it take?
We deliver it within 5 business days of receiving your documents.
What do you need from me?
After our call, we'll send a short list of what we need. It's usually your recent financial reports and access to your books.
Is the $495 credited if I continue?
Yes. If you start monthly services within 30 days, the $495 is credited toward your first month.
What if I don't continue?
That's fine. The punch list is yours to keep and act on however you choose.
What accounting software do you work with?
Most of our clients use QuickBooks Online or Desktop. If you're on something else, let's talk.
Know where your business stands.
Book a 30-minute call to get started.