OUR SERVICES

The Profitability Transformation

A 90-Day Sprint

FIND IT. FIX IT. KEEP IT.

We identify where profit is leaking, prioritize the highest impact opportunities, and implement solutions.

Investment starts at $3,000 per month

Days 1 – 30

DIAGNOSE & PRIORITIZE

We assess your business across four profit lenses.

Assessment	Outcome
Are You Keeping Enough of What You Earn?	We identify where profit is being lost through pricing problems, margin erosion, unprofitable customers, and rising costs.
Where Is Your Cash Getting Stuck?	We identify cash flow bottlenecks that limit growth and create stress.
What's Making Your Business Work Harder Than It Should?	We identify wasted time, unnecessary complexity, and operational bottlenecks.
What's Standing Between You and the Business You Want?	We evaluate whether your financial foundation can support future growth.

Days 31 – 60

Stabilize & Build Confidence

We move quickly to reduce pressure and create traction by:

Delivering targeted quick wins
Improving financial visibility
Strengthening core processes
Reducing operational and financial strain

OUTCOME:

You gain clarity, momentum, and confidence in your numbers—and your decisions.

Days 61 – 90

Transform & Scale

We shift from stabilization to long-term value creation:

Build scalable financial infrastructure
Elevate decision support & reporting
Align finance with growth strategy
Establish the discipline needed for sustained performance

OUTCOME:

A stronger, smarter financial engine ready to support growth.

First, we uncover and fix where profit is leaking. Next, we help you protect those gains, find new opportunities, and build a more profitable business over time.

What hurts a $1M business is different than what hurts a $5M business.

What hurts a $5M business is different than what hurts a $20M business.

Investment starts at $1,500 per month

level 1

Lite

Owners who want ongoing visibility into business performance without needing strategic support.

Service includes:

Monthly financial review
KPI/cash flow review
Owner Meeting (60–90 min)
Light forecasting/business insights
Recommendations on process improvements

To download the full service profile, please fill out form

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level 2

Core

Owners who want a strategic partner helping them continuously improve business performance.

Service:

Everything in Lite
Monthly close review
Rolling cash forecast
Decision support for staffing, pricing or growth investments
Tax strategy support
2–4 meetings per month

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level 3

Strategic

Established or complex businesses requiring CFO support

Service:

Everything in Core
Board/investor reporting
Scenario modeling
Internal controls/process design
Department buildout
Cross-functional leadership support
Weekly meetings/deeper involvement

To download the full service profile, please fill out form

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Ready to stop guessing and start making confident financial decisions?

Let's turn your numbers into a strategy that supports real, sustainable growth.

BOOK YOUR STRATEGY CALL TODAY AND TAKE THE FIRST STEP

Cassie Crow, CPA — Founder

Texas-licensed CPA

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