Revenue is a lagging indicator. Backlog and close rate lead. Watch them weekly.
https://medium.com/@jakemlatimer/gross-margin-expansion-the-unit-economics-every-houston-service-business-owner-should-know-109aa2f85227
#FractionalCFO #KPI

Revenue is a lagging indicator. Backlog and close rate lead. Watch them weekly.
https://medium.com/@jakemlatimer/gross-margin-expansion-the-unit-economics-every-houston-service-business-owner-should-know-109aa2f85227
#FractionalCFO #KPI
Break-even is a number, not a feeling.
Fixed costs divided by contribution margin: the sales line to clear before you earn a dollar.
https://medium.com/@jakemlatimer/gross-margin-expansion-the-unit-economics-every-houston-service-business-owner-should-know-109aa2f85227
#FractionalCFO #KPI
🤖 AI can automate tasks and analyze data.
But it can't fix poor business decisions or inaccurate financials.
Better technology + better financial strategy = smarter decisions.
📊 Make your numbers work for you.
Growth wasn't the problem. Working capital was.
Days to collect + days cash sits in unbilled work - days to pay vendors = your cash conversion cycle.
Shorten it and growth starts funding itself.
DM us "BLUEPRINT"
Want high-level financial expertise without the full-time cost? A Fractional CFO offers part-time, strategic financial management tailored to your needs. #FractionalCFO
Profitable but cash-starved? Check how you financed your long-lived assets.
Match the financing to the life of the asset.
DM us "BLUEPRINT"
"In all labour there is profit: but the talk of the lips tendeth only to penury." Proverbs 14:23 (KJV)
A dashboard is worth the action it triggers.
"For where your treasure is, there will your heart be also." Matthew 6:21 (KJV)
Your budget shows where it goes. Review it with intention.
A 60-day invoice is a loan you did not price.
Age your receivables weekly: current, 30, 60, 90+. Set terms before the work starts and follow up early.
https://www.blueprintadvisorstx.com/cfo-business-advisory-services/
One forecast is a guess. Three scenarios is a plan: base, downside, upside. For each, note ending cash, the costs you can flex and the date you would act.
Buyers re-cut your EBITDA. Add-backs need paper.
Owner perks and one-time costs only count if each one is documented and explained. Start tracking now.
https://www.blueprintadvisorstx.com/cfo-business-advisory-services/
Decide the trigger before the number moves.
For every KPI, write down what green, yellow and red mean and who acts when it turns yellow.
https://www.blueprintadvisorstx.com/cfo-business-advisory-services/
Think you’re too small to need a CFO?
You don’t have to be a big corporation to need financial leadership.
If you’re growing, making bigger decisions, or unsure where your money is going, it may be time.
Book a call: www.g2businesssolutions.com/calendar-dir...
A budget nobody opens until next January steers nothing. Do a 30-minute monthly review: variance, why, one action, one owner, updated forecast.
Clean books are a valuation asset.
Buyers and lenders pay for earnings they can verify. Tidy financials today shorten diligence tomorrow.
https://www.blueprintadvisorstx.com/cfo-business-advisory-services/
Revenue up 10%, payroll up 15%? Track labor % of revenue, revenue per employee, utilization and overtime monthly. Watch the trend.
Bring the bank a package, not a request: clean statements, interim and forecast, debt schedule, and how cash services the new loan.
If you track only three numbers: cash runway, gross margin and the next 90 days of pipeline. Look every month.
Busy calendar, full crew, unsure which jobs make money? Track revenue, direct cost and hours per job, then price and schedule accordingly.
Busy weeks can still leave a tight cash position. Owners don’t need more hustle — they need one clear number that tells the truth.
What’s the one KPI you’d put on a sticky note this week?
https://www.blueprintadvisorstx.com/contact/
#FractionalCFO #KPIDashboard