Where Could Money Be Hiding In Your Business?
When we talk, we can look at questions like these and identify where it might make sense to take a closer look:
- What might you find by looking back at quotes that never turned into sales?
- Could customers who already know your business be a source of sales you’ve overlooked?
- Are you still paying for services or expenses your business no longer needs?
- Could there be credits, refunds, or other money available to your business that falls outside what your finance team or CPA was hired to look for?
- Could you give your employees more ways to get care while taking a closer look at what benefits cost your business?
- Why might an AI company pay to license some of the records your business creates in the course of its work?
- Could a closer look at a building your business owns uncover a tax opportunity you haven’t considered?
- Could there be a way to fund an opportunity you’ve already identified, but haven’t been able to act on?
Your Existing Advisors Can't Be Expected To Find Everything
Your CPA knows tax and reporting. Your insurance broker knows insurance. Your IT company knows technology. Your payroll or benefits provider knows its program.
They may all be good at what you hired them to do. But your CPA isn't usually reviewing your insurance costs. Your insurance broker isn't looking for missed revenue after a quote. And your IT company isn’t looking for opportunities to bring back a customer who hasn’t bought from you in a while.
Each person knows a lane. In many companies, nobody is paid to look across all of them.
That's What I Help You Sort Out
I help owners and business leaders look for places where their business may be leaving money on the table, paying more than it needs to, or missing an opportunity.
Sometimes the next step is a closer look at sales follow-up, conversion, repeat business, referrals, or account growth. Sometimes it is a closer review of a cost, contract, benefit, insurance plan, billing issue, or financing arrangement. When an opportunity calls for a specialist, I’ll help you identify the right person to take a closer look.
I don't start by telling you to cut everything. And I don't assume your people missed something obvious. I start by finding out where money is not being captured, where it is being wasted, and what may be keeping the business from using its cash for the right next move.
Let's Spend 15 Minutes On It
You don't need to bring a spreadsheet or prepare a report.
Bring one issue that has been bothering you, or just tell me where you feel the business is not working as well as it should. I'll ask a few direct questions. If I don't hear anything worth following up on, I'll say so. If I do, you'll know what to look at first and whether the next step belongs with your team, with me, or with a specialist.