Your business is growing. Sales are up. You've hired good people. So why does the bank account still make your stomach drop?
If that sounds familiar, I want you to hear this first. The problem probably isn't you. The problem is that your tools don't talk to each other.
Most growing companies collect software the way a family collects junk drawers. A tool for expenses. A tool for projects. A tool for the books. Each one does its job. But none of them share what they know, so nobody has the full picture. Least of all you.
We recently started working with an owner who lived this. His company had doubled its revenue every year since opening, from about $1.5 million to $6 million or more, and had 40 employees. He was right that the business was making money. But the bank balance was always low, and he was always worrying about how to pay the bills.
His bookkeeper had emailed him to say a lot of things in his books were wrong, and that she didn't know how to fix them. He was entering expenses into Expensify and then typing the same expenses into QuickBooks. Before he found us, he paid a consultant $120,000 for a cash flow spreadsheet that was 25 worksheets deep, updated by hand, and full of errors. Nobody could read it. Not even an accountant.
That was his low point. Successful on paper, stressed in real life, and out a lot of money for a fix that didn't work.
Here's what changed in our first 90 days together. We got every employee onto Expensify and wrote clear credit card and expense policies. We connected Jobber, the software that runs their projects, to QuickBooks. We stopped the double entry for good. Then we built a cash flow dashboard that shows the next 13 weeks and the next 12 months in plain English. He doesn't need to be an accountant to read it.
Today that company is in 12 states and plans to be in 48 by the end of next year. Because the systems are connected, we can track profit by location and by each part of the business. They'll know what's working before it costs them. And when a money question comes up during the day, they message us on Slack and get an answer right away.
That's the from-to. From guessing to knowing. From doing everything twice to doing it once. From carrying every number alone to having a partner on your side.
What's in it for you? Time back in your week. Numbers you can trust. And the confidence to make the next big decision because you can actually see it.
If you're entering the same thing in two places, or your reports need a translator, it's time for a system. Start with a Financial Check-In with 1610 Financial Solutions. It's a simple conversation about where your finances stand today and what to do next. Book yours at 1610consulting.com.
