Case Studies

Dom came to us in 2022 because he was constantly stressed about paying his taxes. Every year, he struggled to set money aside, leaving him feeling financially out of control. On top of that, he had debt weighing him down, and despite working hard, he felt like he wasn’t making any progress.

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We began with a comprehensive review of his finances to understand his situation. We assessed the financial health of his business, identified areas for improvement, and calculated how much he needed to set aside for key expenses like taxes, owner’s pay, and operating costs. We also highlighted the importance of profit—something Dom had overlooked—and created a plan to use part of it to pay off his debt.

 

Dom had read the Profit First book by Michael Michalowicz. That’s why he turned to us and the ‘Profit First’ system, which we guided him in implementing.

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With our support, Dom followed a clear, step-by-step plan to improve his finances. For the first time, he was able to set aside enough money to pay his taxes. Over time, he completely paid off his debt by using part of his profits strategically. His personal wage has increased by 14%, his debt is fully repaid, and he now has money set aside to cover future taxes. Additionally, his customer base has grown steadily, and his business continues to thrive year after year.

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We continue to meet with Dom monthly to hold him accountable and fine-tune his business strategy. He has never felt more confident or positive about his business.