GROWTH

Service Description

3-Year Integrated Financial Model Every growth decision needs a financial foundation. Full P&L, cash flow, and balance sheet built from verified historicals with scenario stress testing. 13-Week Cash Flow Forecast Never be surprised by a dry month again. Rolling cash model updated monthly — you see the crunch 90 days before it arrives. Budget vs. Actuals Tracking The gap between plan and reality is where money hides. Monthly variance report with plain-language explanation of every deviation. Collections & AR Recovery Program Recover the revenue you've already earned. A systematic billing and follow-up protocol that closes the collections gap permanently. Financing Roadmap Know exactly what capital you can access and when. SBA 7(a), line of credit, and equipment financing assessed and matched to your growth timeline. Full SOP Library Build The business runs the owner, not the other way around. Every critical process written, formatted, and stored in a single transferable operating manual. Staff Management System Your team needs to know what winning looks like. Performance reviews, accountability scorecards, and org chart — management as a system, not a personality. Customer Journey Mapping Stop losing customers you already paid to acquire. Every drop-off point and retention gap identified, quantified, and fixed. Technology Implementation Set up, trained, and running — not just recommended. CRM, scheduling, and POS systems selected, implemented, and team-trained. Done for you. Vendor Renegotiation Support Institutional leverage applied to every supplier relationship. We join your vendor calls and negotiate on your behalf. Monthly Strategy War Room Strategy that gets executed, not filed away. Monthly session with a written action plan and KPI accountability tracking after every meeting. Competitor Deep Dive Your competitors' weaknesses are your next opportunities. Top three competitors analyzed — pricing, positioning, gaps, and where you have the structural edge. Customer Acquisition Playbook Stop guessing which channels actually work. Channel strategy, spend allocation, and conversion optimization built for your market and margins. New Revenue Stream Launch Growth that compounds, not just stacks. One adjacent revenue stream identified, modeled, and activated each quarter.