This program is similar to the Planning For Profit Workshop but is conducted at the customer's place of business. This training is highly customized to the individual company and is conducted one-on-one.

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One-on-One Company Overview will-

Help you gain a clear understanding of what is happening in your company. The heart of the overview consistes of modeling your company on our Labor Pricing For A Profit software. We will work with you to create a month-by-month, department-by-department financial model of your company.


Once your model is created, several things can happen: 

  • You will know what you have to charge per hour to cover costs, while generating the profits you desire.
  • With the month-by-month cash flow budget in place, you will be able to track your progress against your projected plan.
  • We will begin going through the "What If" process of maximizing your profitability. 
  • We will change things and see the impact on your profitability, hourly rate and cash flow.
    • For example, what would happen to your profitability, hourly rate and cash flow if we added another service technician?
      • Or changed an overhead cost? 
      • Or increased materials markup or the pricing on your Maintenance Agreements? 
      • Or all of the above?


We will look at a number of other areas
    • Marketing
    • Personnel
    • Incentive systems
    • What needs to be tracked
    • Effects growth will have on cash flow
    • And much more...


 How would you answer these questions about your Company?

  • Are you paying yourself a regular and reasonable salary (from current income - not from borrowed funds)?
  • Is your line of credit growing?
  • Are you able to pay for new vehicles with cash?
  • Are you current with all your suppliers or are you using them as a bank?
  • Are your taxes current?
  • Do you have REAL money left in the checkbook each month? (not the P&L showing you  made a profit - actual money in the checkbook) 
Fix these problems and breathe some freedom back into your company 


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Schedule your Company Overview today!


To learn more about the software tool used in the
One-on-One Company Overview
and receive a free demo version of the software

Click the icon below.