You run a US-based service business doing $1M–$20M in revenue
A Financial Operating System Installed In 120 Days.
We don’t just review your numbers — we restructure your entire financial operation around the 60-15-15 standard. Clean books, proactive tax strategy, KPI dashboards, and monthly CFO meetings — all running through one system built to drive profitability and enterprise value.
Free diagnostic for US-based service businesses doing $1M–$20M in revenue.
$96.2M Revenue Under Management
/ THE SYSTEM /
Everything runs through four numbers.
The 60-15-15 standard is how we diagnose, install, and manage every client’s financial operation. 60% gross margin, 15% sales & marketing, 15% G&A, 30% profitability. Every dollar you spend gets categorized against these four numbers — so you always know where the leaks are and what to fix next.
/ THE ENGAGEMENT MAP /
How the system gets installed.
Phase 1 — Onboarding (Day 0–90)
We rebuild your chart of accounts from scratch — structuring every dollar into delivery, sales & marketing, and G&A buckets so you can see exactly where you fall against the 60-15-15 standard. Then we run your first clean month-end close — P&L and balance sheet — so the numbers you’re looking at are numbers you can trust.
Phase 2 — Financial Goals (Day 60–120)
With clean data in place, we deploy your tax strategy. Not a year-end scramble — a forward-looking plan built around your entity structure, revenue trajectory, and the margin targets we’re driving toward. This is where the financial design starts compounding.
Phase 3 — Operational Goals (Day 120–Beyond)
The system goes live. We build your forecast, set your budget against the 60-15-15 targets, and implement cash flow management. From here, you’re in the ongoing CFO rhythm — monthly meetings built around your dashboard, tracking budget vs. actuals, identifying which KPI needs to move, and diagnosing the bottleneck holding you back.
/ THE ONGOING CADENCE /
What happens every month after the system is live.
Once the infrastructure is installed, we don’t disappear. Every month you get a CFO meeting built around your dashboard. We review budget vs. actuals, run the diagnostic — COGS first, then sales & marketing, then G&A — and tell you what to fix next. Your forecast updates in real time. Your tax strategy adjusts as the business changes. Every decision is driven by the same four numbers. The target: all four numbers at the 60-15-15 standard within 18–24 months of focused execution.
/ ENTERPRISE VALUE /
The system doesn’t just improve margins. It builds a business worth selling.
Enterprise value is determined by two things — how much money the business makes, and how risky that income stream is. The 60-15-15 framework drives EBITDA up. The operational maturity that comes from running the system drives the multiple up. Together, they compound.
Based on 5,000 benchmarked companies, businesses scoring 80+ on growth readiness sell at 6.27x EBITDA. Businesses below 50 sell at 2.76x. Same earnings. Completely different value. The only thing that changes is the financial design — margins, risk profile, and owner dependence.
Once your 60-15-15 numbers are moving, we layer in the seven growth readiness categories that determine your multiple. The goal isn’t exit planning — it’s building a business that gives you two choices: sell at a premium, or keep it running with minimal input and collect cash. The work is the same either way.
/ WHO THIS IS FOR /
Built for service businesses ready to scale.
This Is For You If:
/ PROOF /
The system works. Here’s what it looks like.
$402,838
Tax liability eliminated through entity restructuring and strategic planning.
$220K+
Annual tax savings deployed for a legal services firm.
$185K+
Tax savings captured through proactive quarterly strategy.
$125K
In past overpayments recaptured through amended returns and structure corrections.
"Working with Bennett Financials fills the gap we had — a team we can rely on, with rapid-fire responses and consistent support."
Daniel Goodrich
CEO & Founder, VirtualCounsel
"With Arron's leadership, we grew from zero to $300K MRR. He's more than a fractional CFO — he's a dedicated partner who safeguards our brand and supports our growth."
Taylor Hersom
Eden Data, Chairman
It starts with the Scale-Ready Assessment.
Before we take on any client, we run a full financial diagnostic — free. You’ll walk away with a profitability scorecard, a custom tax strategy, and an enterprise value gap report. If we’re the right fit, the engagement map begins at Day 0.
Free diagnostic for US-based service businesses doing $1M–$20M in revenue.