Challenge:

TruFlow was growing quickly but operating without a budget or reliable forecasting. The owner wanted to hire two new crews but wasn’t confident they could afford the additional overhead.

Solution:

We created a rolling 12-month budget, built a margin-based pricing model, and ran three hiring scenarios using our cash flow forecast. This helped the owner plan growth without cash strain.

Results:

• $250K line of credit approved using our financial package

• Forecast accuracy improved to within 3% month-to-month

• Two new crews added profitably

• 15% increase in average job profit per crew