Approach
A disciplined sequence, repeated with care.
The work is rarely glamorous. It is, however, knowable — and the gains are durable, whether you're opening a new location or preparing the books for a buyer. Here is how we move.
- I
Ride along
Sit inside the shop. Watch a dispatch morning, a job close, a billing cycle. Map every system — field software, accounting, spreadsheets — and every hand-off that touches a dollar.
- II
Model the money
Define what a job actually costs and what a truck actually earns. Most margin problems are model problems first — the numbers can't be right until the shape is.
- III
Simplify the flow
Eliminate double entry and Friday reconciliations. The shortest path between a work order and a paid invoice is a straight line through one source of truth.
- IV
Instrument the shop
Build the dashboards, cash forecasts, and job-cost reports the owner and the team can actually run the business from. The boring infrastructure — coding, controls, audit — is part of the deliverable.
- V
Hand it back
Train the people who will own it. Document the pieces that matter. Stay on retainer only where a second set of eyes genuinely helps.
Principles
Convictions we operate by.
- Less is multiplicative.
- Every removed spreadsheet compounds gains across the systems that remain.
- Models before tools.
- We fix how the money is counted before we pick software to count it.
- Trust is the deliverable.
- Numbers people don't trust get re-derived in spreadsheets. We end that loop.
- The field is the truth.
- If the office and the field disagree, the office is wrong until proven otherwise.