Numbers Consultation
Your one question, 90 minutes on your own numbers, and a one-page written summary.
Consulting for owner-run businessesEvery month your business produces the numbers to run it better.
Every month your business produces the numbers to run it better.
I'm the one who reads them.
A second set of eyes on your numbers: plain-English findings, and a price on every next step.
Consulting for owners of trades, home-service and other owner-run businesses, $300k to $3M in revenue. Owners who run the crew by day and the books at night. Connecticut, Tampa Bay, and remote across the US.
Worked examples
found in a two-truck HVAC company doing $1.4M
found in an independent repair shop doing $1.17M
found in a two-crew landscaping company doing $976k
Worked example
Selected work
Three worked consultations. What each one found, and what it was worth.
Worked example
$29,323 a year
found in a two-truck HVAC company doing $1.4M
A record summer, less money in the bank
Materials up five points of revenue, one technician 32% over quoted hours, and $16,837 owed past 30 days.
Two-truck HVAC company, Connecticut, September 2026
Read the consultation
Worked example
$87,601 a year
found in an independent repair shop doing $1.17M
Full bays, a higher rate, the same bank balance
Each technician hour brings in $108 against a posted $145, tires sold at a 7.7% margin, and $475,523 of work declined on one advisor’s tickets.
Independent auto repair shop, Connecticut, September 2026
Read the consultation
Worked example
$77,309 a year
found in a two-crew landscaping company doing $976k
The same work, less profit, and a thin March
Season revenue flat, gross profit down from $213,181 to $179,236; a mowing visit keeps $7.66; last winter cost $55,762.
Two-crew landscaping and lawn-care company, Connecticut, September 2026
Read the consultation
How it works
01
Bring one question. Was the summer actually profitable, is the second truck paying off, which jobs are worth taking.
02
You send the exports your software already produces: jobs, invoices, the monthly profit and loss, the bank balance.
03
I check that they agree with one another before I trust any of them. We spend 90 minutes on what they say.
04
You get one written page: the findings, the number behind each, and how sure I am.
05
It ends with what I would do next, and what each step is worth in dollars.
How I work
Every finding in plain English, with the number behind it and how sure I am.
Your numbers stay yours, and the decisions stay yours. I work only with what you send.
Every number on the page comes from your own exports, and I say which one.
Services
Three ways to work with me
Twelve-Month Diagnostic
When one month is not enough: a year of your numbers as dashboards, findings and recommendations, done once.
Monthly Owner's Report
One page by the 15th business day: what happened, why, and what I would do next. Plus a 15-minute call.
I work alongside your bookkeeper or accountant, not instead of them. Not audited or reviewed; no opinion or assurance is expressed on your financial statements.
About
I spent seven years inside owner-run restaurants: front of house, banquet operations, inventory, a floor-standards role. In all that time I never saw an owner get a plain page on the month.