Every opportunity is ranked by dollar impact, benchmarked against 1,000+ peers, and verified through QuickBooks — so your team knows what to do next, and you've got the proof to show your bank.
Working harder, selling more, taking home less — it compounds until something tracks it.
Only 30% of SMBs hit profit targets in 2025, down from 57%. Sales are up. The bank account isn't.
Growing SMBs use AI at nearly double the rate of declining ones — and the gap widens monthly.
SMBs get approved at a major bank. The rest pay 18–36% for revolving credit instead.
Here's what happens when sales, COGS, and overhead improvements compound together on a $3M business at a 10% net margin.
| Scenario | Revenue | COGS | Overhead | Net Profit | Cash Flow ↑ |
|---|---|---|---|---|---|
| Baseline | $3,000,000 | $1,500,000 | $1,200,000 | $300,000 | — |
| +6% Sales | $3,180,000 | $1,500,000 | $1,200,000 | $480,000 | +60% |
| −5% COGS | $3,000,000 | $1,425,000 | $1,200,000 | $375,000 | +25% |
| −5% Overhead | $3,000,000 | $1,500,000 | $1,140,000 | $360,000 | +20% |
| All Three Combined | $3,180,000 | $1,425,000 | $1,140,000 | $615,000 | +105% |
Every recommendation built from your actual P&L and industry benchmarks — not templates. The 7-Day Sprint runs a full diagnostic; membership unlocks all 380+ levers to act on it.
Connect QuickBooks, enter your P&L, set your industry. Benchmarked against 1,000+ peers instantly.
Your AI Advisor ranks every opportunity by cash flow impact on your actual numbers — not industry averages.
Each person gets their own ranked tasks and AI Advisor view. You stop being the bottleneck.
Already have people in these roles? Growth Advisor gives them a shared system to work from — not a replacement. Don't have them yet? It closes the gap, for a fraction of an external hire's cost.
If you were to add this expertise from outside your company, here's what it typically costs:
| External Option | Typical Cost | Works With Your Team? |
|---|---|---|
| Fractional CMO | $8,000–$15,000/mo | Advises only |
| RevOps Consultant | $6,000–$12,000/mo | Builds, then leaves |
| Fractional CFO | $5,000–$10,000/mo | Reports, doesn't coach |
| Growth Advisor | Starts at $597/mo | ✓ Supports whoever's already on your team, monthly |
Access to capital is one of the hardest problems in SMB — not just to grow, but to keep operating through a rough quarter. Only 1 in 5 SMBs get approved at a major bank; the rest pay 18–36% for revolving credit instead.
Every month, Growth Advisor compiles your revenue growth, cost reduction, and cash flow improvement into a professional Health Score & Quarterly Business Review — verified by QuickBooks, benchmarked against 1,000+ industry peers. The Capital Portal then turns that verified record into AI-written narratives for lenders, investors, and acquirers — built from your real numbers, not a template.
Run the 7-Day Sprint free. You'll walk away with a Profit Opportunity Report — your own 2/2/2 breakdown of where sales, cost, and overhead improvement is sitting. If it shows 15%+, membership is built to help you go get it.
No card · No commitment · If we can't find it, you owe nothing
A complete Profit & Sales Diagnostic with your AI Advisor, revealing a documented breakdown of where your profit is sitting.
All 380+ levers, unlimited AI, full team accountability, capital readiness.
Yes — no card, no auto-billing. You get a full Profit Opportunity Report either way, and owe nothing if it doesn't show real opportunity.
The Sprint runs the diagnostic. Membership unlocks all 380+ levers, unlimited AI, and monthly execution support to act on it.
Yes, read-only — upgrading you from manual estimates to accounting-verified numbers.
Growth Advisor builds a documented monthly record of your improvement, verified against your accounting data — the story banks want. The Capital Portal then turns that record into AI-written narratives for lenders and investors actively seeking businesses like yours.
30 minutes for setup and your first diagnostic, then a light monthly touchpoint with your team.
We get paid only when your cash flow improves, guide your team monthly, and work from your actual numbers — never templates.
In 10 minutes, see exactly where your business is leaking profit — ranked by dollar impact, tracked in your real P&L.
Start My 7-Day Sprint — Free