KNOW WHERE YOU STAND BEFORE YOU DECIDE ANYTHING ELSE.
Send twelve months of profit and loss and the balance sheets that go with them. You get back the CEO Report this practice runs its own clients on: revenue, gross profit, overhead, net profit, cash flow and working capital, charted month by month and set against the benchmark for your trade. $1,500 once, back in 3 to 5 business days, and a 60 minute call where somebody who has read it tells you what it says.
Most owners at this size can tell you what they billed last year and nothing else about it. Whether the margin held, whether overhead grew faster than revenue, whether the business is holding enough working capital to survive a slow quarter: those answers are all sitting in statements that already exist, and nobody has ever read them out loud. This is somebody reading them out loud.
$1,500, ONCE. BACK IN 3 TO 5 BUSINESS DAYS.
It starts with a short call rather than a checkout button. Twenty minutes to confirm you have the twelve months this runs on, and to make sure the snapshot is the right thing to buy before you pay for it. If it isn't, Josh will say so on that call and point you at whatever is. Nothing recurring, and no engagement starts unless you decide later that you want one.
SEVEN NUMBERS, AND WHAT EACH ONE MEANS.
Every figure is charted across the twelve months rather than given as a single total, because a yearly total hides the month the business changed. The trade benchmark sits on each chart, so the question stops being whether a number is good and becomes whether it's good for a contractor doing your work at your size.
TWO THINGS. YOU ALREADY HAVE BOTH.
This runs on statements your bookkeeping already produces. Nothing gets rebuilt, nothing gets re-entered, and there's no form to fill in.
Reconciled months are better and they aren't a condition of buying. If several months were never reconciled, say so up front. It changes how much weight the cash figures hold, and that is worth knowing at the start rather than discovering halfway through the call.
THE JOBS WENT FINE. THE YEAR IS A BLUR.
Owners who have never had a financial review done on their own business. Owners who suspect something is off and can't point at it. Owners about to make a decision that deserves a real number underneath it: a hire, a piece of equipment, a second location, a bigger job with a longer front end, or a conversation with a bank or a surety.
Owners weighing up whether to bring in a CFO at all, too. This is the smallest version of that work that still tells you something true, and buying it commits you to nothing.
If you already know cash is the problem and what you want is a forecast, the$497 Cash Flow Intervention is the better buy and it's cheaper. If your books don't exist or haven't been touched in a year, there's nothing here to read yet and the bookkeeping comes first. If you want somebody in the business every month rather than once, the pricing page publishes every band of it.
THIS IS NOT AN AUDIT.
Nobody at SPM is a CPA and this practice performs no attest work. The snapshot reads the statements you send and reports what they show. It doesn't verify them, it doesn't test them against source documents, and it can't find what your books don't contain. Your CPA still files the return and handles compliance, and they do it better against books somebody has already read properly.
What it adds to a set of statements is the reading. Twelve months of a contractor's numbers next to the benchmark for his trade, from somebody who ran the work before he ran the finance.
BEFORE YOU BUY IT.
