The hard part isn’t finding the problem. It’s fixing it.
Hands-on advisory work on pricing and margin, inventory, operating performance and the decisions behind them. Independent, vendor-neutral, and worked through with your team in your building.
Profit doesn’t leak in one place.
Four areas of the business, each with its own problems underneath. A problem in one area often starts in another, which is why it helps to have one person looking at all four.
Revenue
What you sell, who buys it, and whether they come back. Which customers and categories are worth pursuing. We don’t run your marketing.
Sales process · Customer retention · Demand and stocking signals · Cross-sell
Operations
What you carry, and how work moves through the building. Where cash gets tied up and time gets lost without showing up on a report.
Inventory accuracy · Pricing rules · Job flow and warranty · Purchasing and receiving
Administration
Cash, posting, approvals and month-end. It all seems fine until the month you can’t explain, or the audit you can’t answer.
Cash management · Posting integrity · Approvals and checks · Month-end
Executive
How much of the business depends on one person, and what it would take to change that. It matters most when the business changes hands.
Owner dependency · Accountability · Knowledge that stays
Four steps, fitted to your operation.
We start with how your business runs today, then improve the numbers, systems and processes around it.
Learn how it runs
How you operate, which systems you use, and where things get stuck.
Put a number on it
Measure what’s happening and find the real cause, not just the symptom.
Fix it in the right order
Changes that fit your team and the tools you already have, starting with what’s worth the most.
Check the results
We track the numbers month to month, then your team keeps it running.
Most work starts with an assessment.
Before anything changes, we agree what we’re looking at, review your reporting and how the work runs, and come back with findings and a plan. It’s light on your team’s time, and you’re free to stop there and run the plan yourself.
- A ranked plan: what to fix first, based on what each fix is worth.
- A dollar figure on each item, wherever your data supports one.
- How the areas affect each other. The cause is often in a different department from the problem.
- A plain-English summary you can share with a partner, a lender or your managers.
- A realistic timeline: what to tackle now, and what can wait for a slower month.
- No obligation to continue. You can take the plan and run it yourself.
Scoped to the problem you have.
A defined problem
A project to solve a specific problem or roll out a change, with an agreed scope and a clear end.
A regular review
Ongoing help and a regular check-in to keep things moving between bigger projects.
Alongside your team
Working with your people through a critical implementation or transition, for as long as that takes.
Scope and price are confirmed in writing before any work begins.
Consulting stands on its own.
You don’t need the software to work with us, and you don’t need us to use the software. Used together, Vista finds the problems faster, and consulting handles what software can’t see.
Vista Intelligence
Reads the data you already have and ranks what’s worth doing. Often the quickest way to find where the work should start.
Training
Education for the people who run the operation, so your team keeps the changes going after we leave.
Before you ask.
Do we have to switch systems?
No. We work inside the systems you already run, and we don’t take commissions from anyone who sells them.
Do we have to use Vista?
No. Some projects use it because reading your own data is the fastest route to a diagnosis. Others don’t use it at all.
How is it priced?
The work is scoped to your situation. Scope and price are agreed in writing before any work begins.
How soon will something change?
It depends on the problem, so the timeline is written into the scope before we start. We track the results afterward, so you can see what changed.
Can it be combined with training?
Yes, and it usually helps.
How we look at pricing, margin and stock.
You Cannot Sell Your Way to a Better Year
Growth is the instinct when profit is short. It is rarely the fastest lever an owner has.
The Loss You Watch Is Rarely the Largest One
Shrink gets the attention. The money a business earned and never collected can be larger, and nothing records it.
Freeing Cash Trapped in Dead Stock
A practical way to decide which slow-moving inventory deserves action.
Free download: Revenue Leak Worksheet →
Tell us where it’s going wrong.
One conversation about your operation is usually enough to say whether we can help, and where we’d start. Free, with no obligation.
(770) 215-4484hello@profitedgesystems.comPick a time on the calendar →
