The Snapshot
A few hours in your business. A week in your books. One report.
Every job I do starts here, because I won't quote a fix for a problem I haven't looked at. The Snapshot is $2,000, fixed. There's no hourly meter and no add-ons.
What you get
- A few hours on site with me or a field rep who works with me, on a day that works for you (evenings and Saturdays are fine), watching how the work actually gets done and talking to whoever runs the office.
- A week of me going through your invoices, bills, software subscriptions, contracts, and spreadsheets.
- A written report, in plain language, ranked by what's worth doing first.
- Real dollar figures where I can stand behind them, with the math shown and how sure I am.
- Straight answers, including “this part's fine, leave it alone.”
- An in-person walkthrough of the report. You keep it either way.
See what the report looks like (a sample, for a made-up business).
What I look for
Roughly in this order:
- Money going out twice. Two subscriptions doing one job. A plan tier you outgrew, or never grew into.
- Work done by hand that a machine should do. Retyping, re-sending, re-checking. The stuff that eats an evening every week.
- Money coming in late, or not at all. Unbilled work, unpaid invoices nobody's chasing, deposits that don't match the sale.
- Things that only one person knows how to do. If that person is sick, the business stalls.
- Numbers you can't get. “Which customers actually make us money?” shouldn't take a weekend to answer.
What I won't promise
- A set number of findings. Some businesses are running well. I'll tell you if yours is.
- A dollar amount before I've looked.
- That you'll need to learn new software. Anything I build afterward runs without you babysitting it.
After the Snapshot
If the report turns up something worth building, I quote it separately and at a fixed price. Most fixes land between $2,500 and $10,000 depending on size. Some clients want me to keep an eye on things afterward; that's a small monthly arrangement with a short call each month, and it's optional.
You can also take the report and do nothing, or hand it to someone else. It's yours.
What I'll need from you
A few hours of access to your place and your people, and read-only access to your books (QuickBooks or whatever you use), plus your recent bills and any contracts. You'll get a short list before the visit. Your records end up on my encrypted computer, not in anyone's email, and get deleted when we're done, unless you ask me to keep them.
Or call or text 218-262-9856.