CLIENT CASE STUDIES
Real business problems.
Clearer ways forward.
Explore the kinds of challenges Count On That® helps business owners work through, from cash flow and pricing to reporting, forecasting, and growth.
Composite, illustrative scenarios based on the kinds of engagements our team handles. No individual client’s confidential financial data is disclosed.
FIND A RELEVANT STORY
What are you dealing with?
Sales Are Growing, But Cash Still Feels Tight
Regional professional services firm, 18 employees
Revenue was up 34% year over year, but payroll still felt like a scramble.
A Full Job Calendar, But Every Big Invoice Hurt
General contracting company running multiple residential builds
Three crews were busy and jobs were booked out, but large materials invoices kept creating cash pressure.
Profitable on Paper, Short on Cash
E-commerce and light manufacturing brand
A healthy profit margin did not translate into the bank balance the founder expected.
The P&L Looked Healthy. Equipment Purchases Said Otherwise.
Mechanical and HVAC subcontracting company
The business was profitable, but equipment purchases and retainage kept creating surprise cash crunches.
Forty Pages of Reports, Still No Clear Answer
B2B services company, 30 to 40 employees
Leadership had plenty of financial data, but important shifts were buried in the detail.
Turning Decades of Instinct Into Something the Next Generation Could Use
Family-owned construction equipment and supply company
A leadership transition exposed how much performance knowledge lived only in people’s heads.
From Month-to-Month Reactions to a 90-Day View
Mid-sized manufacturer with import-dependent inputs
Supplier pricing was moving faster than the company’s monthly reporting cycle.
Winter Was Predictable. The Cash Crunch Should Have Been Too.
Residential remodeling and renovation contractor
The business had a recurring seasonal dip, but the owner had never mapped it in enough detail to plan for it.
Costs Kept Rising. Prices Had Not Changed in 14 Months.
Regional food and beverage producer
Ingredient and packaging costs were quietly eroding margin month after month.
Booked Solid, Still Charging Two-Year-Old Rates
Independent electrical contracting business
Demand had grown to a waitlist, but rates had not kept up with materials, vehicles, insurance, or demand.
The Biggest Jobs Were Not the Best Jobs
Construction and project-based services firm
The company was chasing larger contracts without seeing which project types actually produced the strongest gross margins.
Busy Crew. Healthy Revenue. Unclear Job Margins.
Concrete and framing subcontractor
The company-wide numbers looked reasonable, but some job categories were likely being bid too low.
The Business Doubled in Locations. The Financial System Did Not.
Multi-location professional services business
Two locations became four in three years, but financial management remained reactive and fragmented.
Several Bonded Jobs, One General Cash Pool, Too Much Guesswork
General contractor managing several bonded commercial jobs
Draw schedules, retainage, supplier terms, and payroll all moved on different timelines as the company grew.
The situation
What Count On That® did
The result
DEALING WITH SOMETHING SIMILAR?