Find My Profit / Finance consulting
Making sales?
Keep more of them.
A focused profit review for small marketing agencies and consulting firms using QuickBooks, without a finance leader. Find the hidden costs, understand the opportunities, and know what to do next.
Human finance judgment. Clear assumptions. No promised savings.
The deliverable
3 potential leaks. 1 practical plan.
A clearer route from revenue to retained profit.
Our commitment
A new offer. An honest approach.
Evidence before recommendations
Your reports, not generic benchmarks.
Estimates, not guarantees
Assumptions you can see and question.
A human-led review
AI organizes. Finance judgment guides.
From reports to decisions
Less guesswork.
More room to grow.
Revenue alone doesn’t tell the whole story. Software subscriptions, underpriced work, and contractor costs can quietly erode your margin.
Built for owner-led service businesses
You bring your financial reports and a short questionnaire. We turn them into a focused review you can act on—not another dashboard to manage.
Find the three biggest potential leaks
Review spending and margins to identify where your business may be giving up profit. Focus on the opportunities that deserve attention first.
Put a value on the opportunity
Get an estimate of what each change could be worth, with the assumptions made explicit. Separate promising ideas from unsupported guesses.
Leave with a 30-day action plan
Walk through the findings on a call, ask questions, and leave with practical next steps for the month ahead.
Start small. Learn something useful.
The founding customer offer
We’re testing Find My Profit with an initial cohort of five paid reviews. These are proposed launch prices, not established rates; live booking options below confirm current availability.
FOUNDING CUSTOMER REVIEW
$250 / proposed pilot price
One focused review: three potential profit leaks, opportunity estimates with assumptions, a 30-day action plan, and a walkthrough call.
Check review availability ↓Standard review
$750
Proposed price after the pilot demonstrates useful results. Not yet an established offer.
Monthly monitoring
$300–$500 / month
Proposed follow-on support for tracking changes and accountability. Scope and availability to be confirmed.
Available to book
Find My Profit
Your next opportunity may already be in your numbers.
Start with a review. Leave with a direction.