Stop Guessing. Start Strategizing
We turn your historical data into a forward-looking roadmap. Know exactly when to hire, when to expand, and how to maximize your profit margins.
Business Planning Is Difficult!
The Problem: “Driving with the Rearview Mirror”
Most business owners run their companies on “Gut Feeling.” You look at your bank balance today and decide if you can afford that new truck. But your bank balance doesn’t tell you about the payroll hitting on Friday or the insurance bill due next week.
- You are reactive, not proactive.
- You don’t know which jobs are actually profitable.
- You are terrified of the “slow season” because you don’t have a plan.
It’s time to stop crossing your fingers and start planning with precision.
How it works
Our Process
1
The Deep Dive
We analyze your past 12 months of data to find trends. We spot the “leaks”—where money is leaving your business with zero return.
2
The Forecast
We build a 12-Week Cash Flow Model. This isn’t a vague guess; it’s a specific projection of cash-in vs. cash-out for the next quarter. You will know exactly which weeks might be tight before they happen.
3
The Execution
We set a budget and track it. Every month, we review “Budget vs. Actuals.” If you overspent on materials, we catch it immediately, not at the end of the year.
What You Get (The Deliverables)
12-Week Cash Flow Forecast:
A weekly roadmap of your liquidity. Essential for construction and seasonal trades.
Overhead Audit
A line-by-line review of your fixed expenses to cut “subscription bloat” and waste.
Quarterly Strategy Calls
A 60-minute video deep dive to review strategy, taxes, and next quarter’s goals.
More about us
Frequently Asked Questions
Is this the same as a “Business Plan” for a bank loan?
It is better. A bank business plan is a 50-page document you write once and never read again. Our service is a Live Financial Model. It changes every month as your business changes. (Though yes, banks love seeing our reports).
I’m a small operation. Is this overkill?
If you want to stay small, yes. But if you are trying to break the $500k or $1M revenue mark, this is mandatory. You cannot scale a business on mental math alone.
How does the pricing work?
It is a fixed monthly add-on. We typically bundle this with our “Monthly Bookkeeping” package for an additional $50, or offer it as a quarterly consulting fee of $300. It is designed to pay for itself by finding cost savings and profit leaks.
Bridgetown Bookkeeping 