In 20 minutes, get a directional read on your most likely profit or tax leak
Using rough numbers, we’ll flag where profit or tax may be leaking and put a conservative range around the opportunity. One 20‑minute conversation. No documents. No prep.
For US‑based service businesses doing $1M–$20M in annual revenue.
Trusted by growing service businesses
Pick a time. Bring rough numbers in your head.
No documents. No prep. 20 minutes, operator‑level, zero pressure. If the rough numbers don’t point to meaningful upside, we’ll say so and wrap early.
Who This Is For
This Leak Check is built for US‑based service businesses where the leaks are big enough to matter:
Not A Fit For
What This Is — And What It Isn’t
Four promises we make before you book. Read them, then decide.
3 Places We Look For Likely Leaks
Using your rough inputs, the Leak Check screens three common sources of profit and tax leakage and highlights which one is most worth validating next.
Your tax position may deserve a closer look
Entity structure, compensation, or timing may be creating avoidable tax drag. The call can flag the possibility; tax records and your CPA are needed before any strategy is final.
Revenue grows, profit doesn’t
Pricing, labor mix, or delivery costs may be absorbing the revenue you add. Rough margin inputs help us flag the likely gap and the numbers worth validating.
Money leaks before it lands
Overhead, staffing, or recurring spend may be running above a useful reference range. The Leak Check points to the likely category without pretending to audit your P&L.
You may have more than one. The Leak Check gives you a directional read on the most likely leak and a sensible place to validate first.
Every Leak Check starts with four rough numbers.
60/15/15 is our directional reference point: 60% gross margin, 15% sales & marketing, 15% G&A, and a 30% operating-margin target before interest, income taxes, and other items outside the framework. We line up the rough numbers you provide to show where a profit gap may exist and what deserves document‑backed validation.
4 Steps. No Prep. No Documents.
Answer 4–6 questions
Quick form. Revenue, margin, entity structure, last year’s tax bill, biggest frustration. Under 2 minutes.
We prepare your directional Leak Map
Before the call, we run your rough answers through the 60/15/15 framework and flag the most likely profit and tax leaks. We do not review your books or treat the result as final analysis.
20‑minute Google Meet
We walk through the Leak Map live, explain the conservative ranges, and show which likely profit or tax leak is most worth validating.
You keep the Leak Map
Yours to keep whether we work together or not. It records the directional snapshot, likely leaks, conservative ranges, and the next validation step we suggest.
What You Walk Away With
A directional readout from rough inputs, organized on one page and yours to keep.
Your rough margin, sales and marketing, overhead, and profit inputs beside the 60/15/15 reference point.
The most likely profit and tax leaks, with conservative ranges and clear notes on what still needs validation.
The first number, record, or conversation to use when checking whether the likely leak is real.
Which likely profit or tax leak stands out, the rough range, and what the call cannot establish.
Why It’s Free
Some owners ask us to help validate what the rough numbers surfaced — that’s how we make money. Others keep the directional Leak Map and use the suggested next step themselves. You get the map either way.
If a likely leak looks material, some owners ask us to review the records and test it properly. That is where our revenue comes from.
Owners who don’t need deeper work keep the directional map and remember us when someone in their network complains about taxes or margins.
The Leak Check stands on its own: a rough‑input conversation, a directional Leak Map, and one suggested validation step. It is not a final tax strategy or a document‑backed assessment.
What Happens On The Call
We will:
We won’t:
What if you find nothing?
We’ll tell you the rough indicators look healthy, wrap the call early, and give you the directional Leak Map for future reference. Your time back, no theater.
Direction first. Verification next.
The Leak Check uses rough numbers to point toward a likely profit or tax leak. It does not review your records, finalize a tax strategy, or establish a document‑backed conclusion.
If the directional result merits deeper work, the separate Scale‑Ready Assessment is the document‑backed next step. It is not included in the Leak Check.
Get A Directional Read On Your Most Likely Leak
20 minutes. Rough numbers. No documents. Leave with a directional 60/15/15 snapshot, conservative ranges, a one‑page Leak Map, and a suggested validation step.
For US‑based service businesses doing $1M–$20M in annual revenue.
Questions about 20-Minute Profit & Tax Leak Check.
Clear answers to the questions owners ask before deciding what to do next.