ProfitFinder
How It Works See the Profit Free the Profit Proof Pricing Insights
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How It Works See the Profit Free the Profit Proof Pricing Insights Start the Conversation

// proof

Two stories, Told In Full.

A logo tells you a company signed a contract. A story tells you what actually happened - the numbers, the wrong first request, the parts that took longer than anyone wanted.

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// the receipts
Daily
profit visibility, was once a year
80%
of a service team's time freed
67
fixes found on one first call

// why stories, not logos

We'd rather show you what happened than who signed.

We'd rather show you two stories in full than forty logos in a row. A logo tells you a company signed a contract. A story tells you what actually happened - the numbers, the wrong first request, the parts that took longer than anyone wanted. Proof that leaves out the misses is advertising.

So here are the two engagements that shaped how we work, told properly. And then a third case study that we can vouch for more than any other, because it's us.

Two Stories · Told In Full · Two Stories · Told In Full ·
Receipts · Not Adjectives · Receipts · Not Adjectives ·

But in case you need to see logos: these are the companies that trust the team behind ProfitFinder.

  • Assurant
  • MAS HVAC
  • Litigation Exchange
  • Freedom Fuels
  • Affiniti
  • MGR 360
  • TAMU MaroonBase
  • StudentSignal.ai
  • SpitSpot.ai
  • Apostoli Viae
  • ProGrade Digital
  • Service Group
  • YOUR6
  • CATCH Global
  • Leading2Win
  • Task.org

// story one

  • 98.5%matched automatically
  • 6 weekswithout a profitability report
  • 2 yearsof reviews before they asked

The people who do books for a living couldn't see their own profitability

For years, a Texas CPA firm was our accountant. They reviewed our financials; they were good at it. And a firm whose entire business is financial clarity could not see its own real-time profitability.

Flat-fee packages hid which engagements made money. When a software migration broke reporting, the firm went six weeks without being able to run a profitability report at all. The firm's own leadership put it plainly:

"we don't know if we're making money until April the 17th every year."

Our COO's reply: "well, that must be terrifying."

Nobody pitched anything. Across two years of routine financial reviews, they watched how we run our own company - and asked for it. We pulled their timesheet, billing, and engagement data into one source of truth and matched 98.5 percent of it automatically; the rest is being worked down by hand, batch by batch. The firm is now a client on a monthly retainer they can stop any time, and they refer their own advisory clients to us.

Vendor became customer. Customer became referrer.

Read the full story

// the accounting firm

Vendor became customer. Customer became referrer.

Read the full story

If your firm bills flat fees and can't say which engagements make money, the first step is small.

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A map of your data flow, which you correct, or keep reading.

// story two

  • 35%repeatable order volume
  • 80%of team time recovered
  • 67fixes on the first call

35% of the orders were eating 80% of the team's time

A promotional-products company came to us wanting their ERP replaced. Our CEO's answer on the first call was the opposite of a consultant's answer:

"I definitely wouldn't start there."

The scope shrank instead of growing. Repeatable uniform orders were about 35% of their volume, and the team estimated that automating them would recover roughly 80% of the time spent on that work - skilled people re-keying orders that never change while the big custom projects waited. That first conversation produced a list of 67 things worth fixing, and the deal closed over a coffee and a lunch, not a deck.

We automated the order intake, pulled the email traffic into a ticketized system, and built the measurement that had never existed. The customer service and design teams took the recovered time to the larger custom orders - the work they were hired to be good at. The results ran deep enough that the customer co-founded a new venture with us.

Read the full story

// the team stayed

Same People. Better Work.

The repeat orders moved into a system; the team moved to the custom orders where the margin lives.

Read the full story

// we run on this ourselves

The third case study is us

The strongest evidence we can offer is that we run our own company this way, and have for years - hourly numbers, warning sheets that flag errors the day they happen, automated nudges so nothing stalls quietly. Our COO on why:

"I want to know what our revenue and net profit is every day, not six weeks from now."

That standard is what our accountant noticed. As our COO put it to them, in the exchange that turned a vendor into a client:

"My numbers are up to date every hour. My numbers are better than your numbers."

And here is the candor the rest of this page is built on: we've had unprofitable quarters. We watched them happen on our own dashboards, in real time, while they were happening - which is the entire point of the dashboards. Seeing a bad quarter early is what lets you do something about it. Finding out in April is what makes it terrifying.

Some customers go further. A few have become partners in new ventures with us. If a conversation ever heads that way, we're open to it - but it's never the pitch.

// more efficiency stories

The same lens, pointed at other teams.

MAS HVAC - the quoting desk

A sales team was building HVAC quotes by hand. We automated the quoting system so a quote comes out of the tool, not out of someone's evening.

Quotes
Automated not retyped by hand
Read on inventive.io

ProGrade Digital - the content team

Beyond the store rebuild, a content engine and media automation now carry the repeatable publishing work so a small team ships like a bigger one.

Content
Engine plus media automation
Read on inventive.io

Mize - the people side

An employee-efficiency story: find where skilled people were spending their days on work a system should do, and move the work, not the people.

Team
Efficiency the people part, done right
Ask us about it

Want to see what your numbers look like at this resolution?

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The first pass is a conversation and a map, nothing more.

// your turn

Which story sounds like yours?

Maybe you're the firm that can't see which work makes money. Maybe you're the operator whose best people are buried in repeatable orders. Either way, the first step is the same: a conversation, and a map of your data flow that we draw and you correct. If the map doesn't earn a next step, there isn't one.

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ProfitFinder

Profit isn't missing. It's trapped.

// the work

How It WorksSee the ProfitFree the ProfitPricing

// proof

ProofInsights

// company

FoundersStart the Conversation
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