Coaching That Turns Chaos into Cash Flow


Work 1-on-1 with a coach to build a predictable, profitable business with Profit Optimizer Pro.

Stop Guessing: Get Clarity, Control, and Consistent Cash Flow

Profit Optimizer Pro turns your QuickBooks data into clear dashboards, forecasts, and monthly targets. And when you need more than software, our 1-on-1 coaching is available to interpret the numbers and prioritize the next best moves - so margins rise, cash flow steadies, and your time is protected.

Dashboards and forecasts built for real decisions

Coach-guided dashboards and forecasts - actionable insights for real business decisions

Monthly action plans guided by a real person

Real coach reviewing a 30-day action plan - owners, metrics, and deadlines set

Accountability so progress compounds

Monthly accountability check - measure results, adjust targets, and build on wins

replace uncertainty with clarity and control 

Most owners work hard yet still feel in the dark: breakeven is fuzzy, cash crunches appear out of nowhere, and pricing is driven by gut feel. We replace uncertainty with clarity and control by combining real-time financial visibility with practical coaching that fits how your business actually runs.

Foreman with tablet on site - construction business coaching and budgeting

The Four Moves to Predictable Profit

From clean dashboards to coached decisions, then measurable progress every month.

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Stop Guessing & Start Growing.

FAQs

  • What is your coaching program, in one sentence?

    A 1-on-1 business coaching program that utilizes the power of Profit Optimizer Pro to turn financial data into actionable insights, guiding you step-by-step toward greater profit, stability, and growth.

  • How does the QuickBooks integration work?

    We use a secure read-only connection to sync your chart of accounts, jobs/classes/items, and transactions into clear dashboards; you keep control of your data.

  • Who is this coaching for?

    For business owners that are great at their jobs, but want help making the numbers make sense and the profits predictable.

  • What results can I expect?

    Many clients uncover 5–15% profit opportunities during the first review cycle, then compound gains through pricing, labor, and overhead controls.

  • How fast can we get started?

    Most clients connect QuickBooks in a single session and complete the initial diagnosis within a couple of hours.

  • What do I get each month?

    A coach-led review, updated 30/60/90-day cash-flow forecast, KPI scorecards, and a 30-day action plan with owners, dates, and targets.

  • Do you help with job costing and labor efficiency?

    Yes. The Profit Optimizer Pro dashboard shows your true profit margins. Your coach then sets labor, material, and subcontractor targets, along with utilization goals, to improve efficiency and protect profit.

  • What is Minimum Mandatory Profit (MMP)?

    Your non-negotiable profit floor; we set it, align pricing and overhead to it, and track it monthly so profit becomes predictable.

  • Is my financial data secure?

    We use encrypted connections and least-privilege access; you can revoke access anytime.

  • What if I don’t use QuickBooks?

    QuickBooks Online is preferred; if you’re on Desktop or another system, we’ll review options (migration, assisted import, or limited sync).

  • Do you guarantee results?

    We don’t guarantee specific dollar outcomes, but we do guarantee a clear plan, transparent metrics, and monthly accountability to drive improvement.

  • Can I cancel anytime?

    Yes, month-to-month after onboarding. You keep your data and exported reports.

  • What does it cost?

    Pricing depends on company size and complexity; book a free consult and we’ll scope the plan and quote clearly.