Find the money leaks in your back office — without committing to a long engagement.
A focused diagnostic of your billing, payments, and back-office flow. You’ll get clarity on what’s broken, why it’s happening, and what to fix first.
$149 • One-time • No obligation
A short, structured review of how information moves through your back office — from job completion to invoicing to payment — to identify where cash gets delayed, lost, or obscured.
You’ll receive:
A clear list of money leaks and breakdowns
Why they’re happening
What to fix now vs. later
Practical next steps, prioritized
What the Money Leaks Report is
Not bookkeeping cleanup
Not system implementation
Not ongoing support
What it’s not
You complete a short intake so I understand your setup
I review your billing, payment, and back-office flow
You receive a concise report with findings and priorities
How it works
You run a trades business and feel cash flow should be cleaner than it is
Invoicing, payments, or follow-up feel inconsistent
Your books exist, but they don’t give you confidence
You want clarity before committing to bigger changes
This is a good fit if:
You want someone to immediately fix everything
You’re looking for free advice or templates
You’re not ready to change how information is captured
This is not a fit if:
How the Money Leaks Report works
You submit the intake form
You’ll answer a few questions about your business, billing, and back-office setup so I can understand the context.
We schedule a short working conversation
I review your intake and schedule a focused conversation to clarify details and ask follow-up questions. This is not a sales call — it’s part of the diagnostic.I create your Money Leaks Report
Based on the intake and conversation, I prepare a concise report outlining where money is leaking, why it’s happening, and what to fix first.We review the findings
I walk you through the report and answer questions. If you want help fixing the issues, we can talk about next steps. If not, you still leave with clarity.
Why this isn’t free
Free reviews create vague advice and wasted time — for both sides.
The $149 fee keeps this focused, concrete, and useful. It ensures you get a real diagnostic — not generic suggestions — and it gives you something you can act on immediately.
What happens after the report
Some owners use the report to make changes internally.
Others ask for hands-on help implementing the fixes.
Either way, you’ll know:
Where money is leaking
What’s actually broken
What will move the needle fastest
If you want help fixing it, we’ll talk.
If not, you still walk away with clarity.
Ready to see where the leaks are?
Get the Money Leaks Report for $149