Financial Strategy & Business Intelligence

  • Home
  • Financial Strategy & Business Intelligence

Call Us Today!

Call us today to discuss how we can drive your success forward

316.633.8215

Because Guessing Isn’t a Growth Plan

You didn’t get into this business to become a full-time bookkeeper—but if you’re not watching your numbers, your shop will own you. Margins get sloppy. Expenses creep up. And one day, you’re wondering where all the money went.

We help shop owners stop flying blind. With better reporting, clearer forecasting, and real-time financial insights, you’ll finally know what’s working, what’s not, and what to do about it.

What We Actually Do

  • Revenue Analysis & Forecasting
    We break down where your income is really coming from (and where it’s leaking out), then help you plan for steady, predictable growth.
  • Budget Planning & Cost Control
    No more mystery spending or over-ordering. We help you build a budget that works—and show you how to stick to it without starving your shop.
  • Monthly Financial Reporting Systems
    You’ll get simple reports that actually make sense and drive decisions—not spreadsheets that collect dust.
  • Vendor Rebate Tracking & Profit Margins
    We make sure you’re collecting every rebate you’ve earned, negotiating smarter, and keeping your gross margins healthy.
  • Custom KPI Dashboards
    Labor GP, technician efficiency, parts-to-labor ratios, ARO, and more—built into one screen that tells you exactly how your shop’s performing.
  • Predictive Analytics for Staffing & Inventory
     Know when to hire, when to hold off, and what to stock before your team even asks for it. We turn trends into tools.
  • Monthly Account Reconciliation
    Stop guessing and hoping. We’ll help you clean up your accounts, match your numbers, and avoid those “where did it go?” moments.

What You’ll See Happen

  • Better cash flow, tighter margins, and fewer “surprise” expenses
  • Confidence in your numbers—even if accounting’s never been your thing
  • Pricing and payroll decisions that are driven by data, not gut feeling
  • Real financial clarity—so you can grow without guessing

Ready to stop playing financial whack-a-mole? Let’s turn your shop into a profit machine. Book your financial strategy session today.