Picture next quarter with the tight weeks already marked: knowing the week payroll gets close before it does, knowing when you can actually afford the next tech, never floating a slow-paying install on a card again. That's what Core gives you. One weekly briefing, built on your numbers, all in writing, no calls.
Your bookkeeper tells you what already happened. This tells you what's coming, and what to do about it.
A rolling forecast re-anchored to your real bank balance every week. You see which week gets tight, and how close you come to the floor, 90 days out.
The key cash and operating numbers, and how they moved week over week. The five-second read on whether the shop is on track.
What changed, what it means, and the one or two specific moves to make before next week. Written plain, by a person, never a chatbot.
No minimum and no contract. Cancel any month. Every number is formula-driven, never made up.
The three parts above, in one weekly email. This is a sample shop, but the layout is exactly what you'll read.
Runway drops to 3 weeks the week of Mar 17. Payroll and the supplier bill land before the big install pays. Two moves in the memo below.
Read-only access to QuickBooks or Xero and your field-service stack. The $749 setup covers onboarding and connecting the data.
We map your cash timing, your seasons, and your job mix, then build the 13-week model on your actual numbers.
Forecast, scorecard, and action memo land in your inbox. The first one comes with a short written walkthrough so you know how to read it.
Run your first full month. If it isn't worth more than you paid, reply and I refund everything, setup included. You keep every briefing I sent.
No form, no retention call, no hoops. One reply and Stripe sends it back. The risk of trying this is mine, not yours.
No minimum, no annual lock-in. The first briefing has to prove its worth, and every month after has to re-earn the spend.
Every figure is formula-driven and shown with its logic. Nothing is fabricated, and a human reviews every briefing before it ships.
We connect to your books read-only. You stay in full control of your accounts the whole time.
Your deliverable is a written briefing you read on your own time, not a meeting you schedule around a service call. The sales side works the same way. You decide when it suits you, not when we can both find a slot.
The diagnostic, the answers, and every briefing come in writing. Nothing to schedule, nothing to sit through.
You see the number, the logic, and the next move in plain words. No fast talk, no pressure, nothing to take on faith.
Got a question we didn't answer? Reply to any email and you'll get a clear written answer, usually same day.
I'm taking on 4 founding clients in Illinois, then closing the list. Founding clients lock founding-client pricing for as long as they stay, get me directly on every briefing, and their results become the first case studies on this page. Once the 4 are filled, the price goes up and the next clients pay it.
Read-only access to QuickBooks or Xero and your field-service stack, plus a short written intake about how your shop runs. About five minutes of your time. No call, and we handle the build from there. Your first briefing lands within a week.
Yes. No minimum, no annual lock-in. Cancel any month with one reply. The model only works if the weekly briefing keeps earning its keep, so the pressure to stay good is on me, not on a contract.
Run the first full month. If it isn't worth more than you paid, reply and Stripe sends back everything, the $749 setup included. You keep every briefing. No form, no retention call, no hoops.
Yes. The connection is read-only. We never move money and never change anything in your accounts. You stay in full control the entire time, and every figure is shown with its logic so nothing is a black box.
Picture next quarter with the tight weeks already marked. That's the difference between planning and bracing.
Start with Core. You'll get a short written intake right away, then your first forecast within a week. No call needed.