strain
What we fix

The problem is rarely effort. It is usually structure.

You have paying clients and employees or contractors, but cash questions, client approvals and delivery mistakes still come back to you. The Diagnostic reviews the evidence and selects three priorities. Putting improvements in place is separate, scoped work that fits your size and resources.

01

Financial performance

Can you see what is actually happening with cash, profit and margin — early enough to decide?

What owners say
  • You check the bank balance to decide whether you can spend
  • Reports arrive late and describe a month you already lived through
  • Profit exists on paper but never seems to be in the account
  • You cannot say which clients or services actually make money
What we investigate
  • Reporting built for filing taxes, not for making decisions
  • No cash forecast beyond the next two weeks
  • Cost of delivery never allocated back to the work
  • No agreed thresholds for hiring, discounting, or investing
Potential improvement priorities
  • A cash view that reaches 8–13 weeks out
  • Margin by service and by client
  • A monthly reporting rhythm leadership actually uses
  • Spending decisions made against numbers, not nerves
02

Day-to-day operations

Can work move consistently without the owner becoming the approval layer and memory bank?

What owners say
  • Everything waits on your approval
  • Two people do the same job two different ways
  • Work falls between sales, delivery, and billing
  • Time off is theoretical
What we investigate
  • Roles defined by history rather than by the work
  • Decision rights never made explicit
  • Process living in people's heads
  • No accountability rhythm that survives a busy week
Potential improvement priorities
  • Clear owners and clear decision rights
  • Handoffs that do not drop work
  • Documented delivery the team actually follows
  • A weekly or monthly cadence that holds under pressure
03

Team & delivery capacity

What can your cash, staffing and workload support before a new hire, larger contract or more clients?

What owners say
  • You turn down work you could technically deliver
  • Hiring happens after everyone is already underwater
  • A larger contract feels more like a risk than a win
  • Hires, software or contracts are committed to before their costs are understood
What we investigate
  • No visibility into real delivery capacity
  • No hiring triggers tied to workload or revenue
  • Working capital never modelled for the payment gap
  • No consistent review of hiring, software spending, contracts or funding
Potential improvement priorities
  • A capacity picture you can staff against
  • Hiring triggers set before the pressure arrives
  • Cash modelled for the gap between delivery and payment
  • Financial and delivery implications documented before commitment

Not sure which one is yours?

The $1,297 standard Diagnostic reviews finances, operations and team capacity, with written findings, three priorities, a 30-Day Priority Action Plan and a live findings review call. The free assessment is a separate self-reported questionnaire.