Profit
Sessions
Profit Sessions
Quarterly reports with trends, KPIs, red flags—and a walkthrough from your accountant so you're always one step ahead.
Too often, these are reviews that business owners fail to have. We make them essential—showing valuable insights in your language (not accounting jargon) and reflecting back what your business is actually doing.
Unclear costs
You don't know your true cost per unit or job.
Unclear KPIs
KPIs are unclear or unused.
Gut decisions
You're making gut decisions without numbers.
Annual reviews
You review financials once a year, at best.
Our Approach
We lead strategic financial sessions designed to:
Track key manufacturing KPIs
We monitor the metrics that drive your business forward, focusing on manufacturing-specific indicators that matter most to your profitability.
Reveal true costs through cost accounting
Understand your real cost per unit, job, or project with detailed cost accounting that reveals hidden expenses and profit opportunities.
Forecast EBITDA and cash flow for decision-making
Make informed decisions with accurate financial forecasting that shows you where your business is heading and what resources you'll need.
Conduct departmental or job-level P&L analysis
Drill down into specific departments, product lines, or jobs to identify your most and least profitable areas.
Spot trends early and adjust quickly
Catch problems before they become costly and capitalize on opportunities as they emerge.
Build a roadmap to margin improvement
Create a clear path to higher profitability with specific, actionable steps tailored to your business.
Tie insights into tax, financing, and valuation goals
Connect your profit optimization to broader business objectives like tax savings, financing readiness, and company valuation.
Present clean, customized reports focused on the numbers that matter most to you
Get clear, actionable reports in plain language that focus on what drives your business forward.
Unlike typical CPAs, we meet periodically to guide—not just report. We help you interpret your numbers, focus on leading indicators, and align decisions across finance, operations, and sales. These conversations always uncover insights and action steps that boost profitability.
25% average profit increase for manufacturing clients in 2024.
Profit sessions used to be just reports. Now they're profit drivers. Real results from our quarterly analysis system that provides actionable insights and strategic guidance for sustainable growth.