$500
Numbers Consultation
Your one question, 90 minutes on your own numbers, and a one-page written summary. Credited toward the Twelve-Month Diagnostic when booked within 30 days.
- What I need from you
- Your profit and loss by month for the last twelve months, and the jobs or invoice export from your field software.
- What comes back
- A ninety-minute call working through dashboards of your numbers, then a one-page written summary.
- Turnaround
- Summary within three business days of the call.
Book a consultation
$1,500 one time
Twelve-Month Diagnostic
A year of your numbers as dashboards, findings and recommendations.
- What I need from you
- Twelve months of exports: jobs and leads from your field software (Housecall Pro, Jobber or similar), profit and loss by month from QuickBooks, and your bank balance on one date.
- What comes back
- Dashboards, a written set of findings with the number behind each one, recommendations with their expected effect, and one call to go through them.
- Turnaround
- Within two weeks of receiving the exports.
Book a consultation
$700 a month
Monthly Owner's Report
One page by the 15th business day and a 15-minute call. Month to month; 30 days' notice to stop.
- What I need from you
- The same exports, refreshed each month.
- What comes back
- The Monthly Owner's Report arrives by the 15th business day. One page: what happened last month, why, and what I would do next. We spend 15 minutes on it by phone, and you decide.
- Turnaround
- By the 15th business day of each month.
Book a consultation