Strengthen Profit Foundations

• Learn how to analyze margins by service line to reveal true revenue drivers
• Explore methods for setting 15–20% profit thresholds that sustain healthy pricing.
• Understand how to align pricing, staffing, and capacity with value delivered
• Examine project-level profitability data to recognize emerging trends
   

Protect Cash Flow

• Discover how a 12-week cash forecast can help predict and prevent shortfalls
• Understand the role of separate operating, reserve, and profit accounts
• Evaluate strategies for maintaining a 3-month cash cushion for stability
• Explore approaches to managing seasonal cash flow through billing strategies
   

Audit Clients & Work

• Learn how to rank clients A/B/C by profitability, fit, and strategic contribution
• Examine how to assess low-margin or high-effort projects before renewal
• Identify patterns in high-value, repeatable work that fuel sustainable growth
• Discuss methods for managing or exiting resource-intensive client relationships
   

Tighten Processes 

• Learn to spot redundant steps and inefficiencies that erode profit
• Explore automation tools that reduce manual work and increase output
• Review the value of team scorecards for tracking efficiency and margins
• Discuss how to empower team leads to identify and improve workflow bottlenecks

Act with Financial Discipline

• Understand the 50/30/20 labor, overhead, and profit balance.
• Learn to focus on achievable 90-day goals to improve financial performance
• Explore methods for tracking progress and maintaining accountability over time
• Discuss how celebrating financial wins can build team engagement and ownership

Prepare for Uncertainty 

• Explore how scenario planning can strengthen decision-making under pressure
• Understand how to define pivot points, expense cuts, and hiring pauses in advance
• Learn what it takes to protect core people, clients, and services during downturns
• Participate in “what-if” modeling exercises to test financial resilience