Something in your operation is leaking margin. The work is finding exactly where.

Two kinds of page below, and each one says which it is. Client work is real and anonymised, with figures drawn from production. Sector analyses claim no outcomes at all — they show the arithmetic, so you can run it against your own numbers and see whether there is a case here worth testing.

01

Real client · anonymised

From operational chaos to one clear view of the money

Ten venues, thousands of families, payments and credits scattered across half a dozen tools — and no single place to see who had actually paid.

They got into this to coach kids — not to reconcile spreadsheets at midnight.

$278K

processed & reconciled in one live view

$268K

in family credits made visible

603

payments tracked in one place

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02

Sector analysis

Where the margin goes in a trades operation

Drive time, emergency callouts, and the data your equipment is already producing.

Revenue up, margin flat, and nothing you can point to.

11 pts

the drive-time gap worth pricing

~$420K

what that gap costs at 40 technicians

3

numbers most operations can’t state

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03

Sector analysis

Where the capacity goes in an accounting firm

Utilisation, the billing lag, and the two numbers that decide whether you can grow without hiring.

Every growth question has the same answer: another hire.

9 pts

the utilisation gap worth pricing

2.7 FTE

what that gap holds at 30 seniors

49 days

the billing lag worth measuring

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04

Sector analysis

Where the money leaks in an advice practice

Advisor time, review cadence, and the two numbers most practices have never actually measured.

The information exists. The signal doesn’t.

8 FTE

admin load inside a 20-advisor practice

~45 days

average gap between portfolio checks

2

inputs the case turns on

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