Financial Visibility for Owner-Led Services Companies

Decisions,not dashboards.

You are 90 days from seeing clearly. A fractional CFO engagement built for owner-led services companies, ending in independence, not retainer.

30-minute discovery call. No deck. No pitch.

“I know my numbers aren’t telling me what I need to know.”

So you ask for more. More reports. More metrics. A BI tool. The standard answer is always: better data. But you end up with more numbers that still don’t tell you what to do.

Most of your financial data is decoration.

You already have every number you need. Nobody has pointed at three of them and said: these are decisions, everything else is decoration.

That is Decision Visibility. Not more data. Fewer numbers that move cash and margin.

From gut-feel to clear-eyed in 90 days.

Three stages, one engagement. You leave with the system and the skill to run it, not a recurring invoice.

1

Strip away decoration. Identify the three to five numbers that actually move cash and margin in your business.

2

Construct the visibility system. Where the numbers live, when you see them, and what each one tells you to do.

3

Train you to read them. Hand over the keys. Built for independence, not retainer.

Why this works.

25 years building financial visibility for billion-dollar companies. The realization that the owners who needed clarity the most were the last ones to get it is why PK2 exists.

The people who need clarity the most are always the last ones to get it.

Procter & GambleSprint NextelAT&TATN InternationalEricsson

Clear the fog.

30 minutes. We’ll talk about the numbers in your business that should be running the decisions.

Taking on  2 clients  this quarter