ClientServices operator
Revenue~$1.8M
ScopePricing · Costing · Dashboards
ToolsQuickBooks · Excel
Result+8% YTD operating profitability
Rebuilding the margin picture for a $1.8M operator.
A services operator came in with roughly $1.8M in annual revenue and the usual problem: thin visibility into which jobs actually made money. Pricing was mostly historical. Reporting was retrospective.
We rebuilt their job costing inside QuickBooks, repriced the top of their service catalog using margin targets instead of carried-forward defaults, and set up a short weekly dashboard the owner now checks on Mondays.
Operating profitability improved by eight percent year-to-date.
Redacted model and dashboard walkthrough available on request.