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Where Cash Gets Stuck

If you are working nonstop and the bank account still is not growing, it usually looks like this.

✅ Quotes go out, but follow-up is incosistent

✅ Deposits are not collected the same way every time

✅ Change orders are handled late, verbally, or not at all

✅ Jobs stall between dispatch, field, and office

✅ Material runs and reorders happen to often

✅ Waste and shrinkage are accepted as “normal”

✅ Rework and callbacks burn labour twice

✅ Closeout is not a hard gate, so billing and collections drift

None of this means the business is broken. It means the operating system is missing a few control points and a weekly rhythm that holds when things get busy.

Cash Leaks In Five Places. We Install Control Points In Each One.

Step 1: Before The Job

Quote Follow-up Discipline

Accuracy + Consistent Follow-up

Step 2: Starting
The Job

Deposits + Payment Terms

Collected
Consistently

Step 3: During The Job

Materials & Scope Control

Change Orders Captured

Step 4: Finishing
The Job

Closeout Definition Of Done

No
“Almost Finished”

Step 5: After The
Job

Billing &
Collections

Collections and AR Follow-Through



Where This Typically Applies

√ Trades, service, or industrial businesses in Canada ($2M –$10M Revenue, 10 to 50 staff)

√ Work volume is strong, but cash is inconsistent and the bank account stays flat

√ Quoting is happening, but accuracy and follow-up are not consistent

√ Deposits and change orders are not enforced the same way every time

√ Jobs stall in handoffs between field, dispatch, and office

√ Materials, ordering, and inventory feel reactive, creating waste and emergency runs

√ Rework and callbacks consume more capacity than they should

√ Decisions keep landing on the owner because positional ownership is unclear

This is not an effort Problem. It is a control and follow-through problem.

Built from 7 years inside Canadian industrial operations and applied to owner-led trades businesses.

What You Will Receive Every Week

Every week you get a loom update, a simple report, and follow-through so standards don’t slip when things get busy.

  1. Loom Updates: A 5-10 minute update on what changed, what’s stuck, and decisions needed for that week.
  2. Simple Report: A scoreboard, priorities, and next actions
  3. Follow-Through: We keep standards from slipping during busy weeks

Why This Usually Doesn’t Get Fixed Internally

Most owners already know where some of the leaks are. The problem is consistency under load. This work touches quoting, dispatch, field execution, materials, closeout, and collections. When nobody owns the full chain weekly, it drifts and the business reverts during busy weeks.

This work spans quoting, dispatch, field execution, materials, closeout, and collections, so it falls between roles unless someone owns the full chain weekly.

Bearded businessman in office using laptop and phone, dressed in formal attire.

Start With A Conversation

If you’re booked and busy but cash isn’t building, we’ll confirm fit and recommend the right package level.