Advisory projects
Fixed-fee projects with a not-to-exceed.
Lender-readiness pack, budget build, system migration, pricing and margin study, exit readiness.
- Price
- $12,000-30,000 fixed
- Term
- 4-12 weeks
- Scope
- Scoped with an hours estimate and a not-to-exceed.
Project types
What the projects cover.
Each project is scoped in writing with an hours estimate and a not-to-exceed before it starts. The columns show where each one tends to come up.
- 01
Lender-readiness pack
Statements, schedules and a cash forecast assembled the way a credit officer reads them, before you ask for the line.
Trades · A line of credit to carry materials and payroll between pay apps.
E-commerce · Inventory financing ahead of a large purchase order.
- 02
Budget build
A twelve-month operating budget by month, tied to the chart of accounts so budget against actual works from the first close.
Trades · Slow-season payroll and the hurricane months planned in advance.
E-commerce · Purchase orders, launches and peak season on one calendar.
- 03
System migration
Moving ledgers, for example to QuickBooks Online or Xero, with opening balances proven and history mapped.
Trades · A new field-service app mapped to the ledger without double-counting revenue.
E-commerce · A2X or Link My Books set up with a clearing account per channel.
- 04
Pricing and margin study
Margin by job, customer, service line or SKU, and where the price is wrong.
Trades · A flat-rate price book rebuilt from the burdened labour rate.
E-commerce · Contribution margin by SKU and channel after fees, shipping and ads.
- 05
Exit readiness
Clean historical statements and supporting schedules, ready for a buyer’s financial due diligence.
Trades · Recurring agreements, job margins and add-backs a buyer will ask for.
E-commerce · Inventory valuation and channel history a buyer will ask for.
Free · 30 minutes
Scope it in thirty minutes.
You get a one-page note on what we heard and what we would propose.