How to Spot the Clients Who Are Actually Costing You Money
Not all clients are profitable. Learn how to calculate true client cost, identify unprofitable relationships, and improve margins with smarter decisions.
The hidden drains stealing time from your best clients (and how to cut them)
Stop losing time to low-value clients and services. Learn how to spot hidden drains, protect your focus, and increase margins for your most profitable work.
How repositioning your business can unlock better clients and higher margins
Generic business labels cost time, clients, and margins. Repositioning with precise messaging attracts the right clients and improves profitability.
Why Great Service No Longer Wins Clients (And What Actually Does)
Great service is no longer a competitive advantage. Learn how to stand out, win better clients, and increase pricing power using systems, communication, and measurable outcomes.
Your QuickBooks revenue report is lying to you: how to find your actually profitable clients
Revenue looks strong, but profit tells the truth. Learn how to identify unprofitable clients using QuickBooks reports, build a client scorecard, and improve margins in your service business.
How to Price Services for Profit: A Small Business Pricing Strategy
Underpricing erodes profit and creates burnout. Learn how to price services for profit using cost plus margin methodology, target profit margins, and strategic pricing audits.
Expert workshop: Buy smart, a holistic guide to business acquisition
This workshop dives into practical business acquisition strategies. Holly Clawson shares lessons from five acquisitions, covering financial due diligence, cultural fit, J-curve planning, and how to prepare your operations before pursuing a deal.
How to Create a Q1 Business Plan That Drives Profitable Growth
Create a focused Q1 business plan that drives profitable growth. Learn how to use financial baselines, risk analysis, and the 80 20 rule to build a simple one page quarterly plan.
How to Delegate Without Losing Control
Struggling to delegate as a founder? Learn how to delegate tasks effectively without losing control of quality, clients, or profitability using this proven 4 step framework for sustainable growth.
How to Identify Your Most Profitable Clients: A Step-by-Step Guide to Client Profitability Analysis
Not all revenue is equal. This step by step guide shows you how to calculate true client profitability, identify your top 20 percent, strengthen high value relationships, and transition away from clients who limit growth.
The Exit Strategy You're Not Planning For (And Why You Should Start Today)
A business exit strategy is not only for owners planning to sell. This guide explains how to reduce risk, improve financial clarity, strengthen client retention, and increase your valuation multiplier so your company becomes resilient and sellable long before exit.
How to Set Q1 Business Priorities: A Strategic Planning Guide to Focus on What Actually Drives Profit
Start Q1 with direction, not just activity. This guide shows business owners how to identify top clients, focus on profitable services, eliminate low-value initiatives, and execute three high-impact priorities using a one-page plan for Q1 2026.
Q1 Cash Flow Management: How to Allocate Business Income and Pay Yourself First in 2026
Q1 cash flow management 2026 starts with disciplined income allocation. This guide explains how to apply Profit First percentages, pay yourself first, protect tax reserves, and identify early cash flow risks before they damage profitability.
How to Get Your Business Finances Ready for Q1 2026: A Profit First Reconciliation Guide
Entering Q1 without reconciled accounts leads to poor decisions and cash flow stress. This step by step Profit First reconciliation guide shows how to clean up your books, verify allocation percentages, review tax reserves, and identify your most profitable clients before 2026 begins.
Expert Workshop: Profit First Fundamentals, The System That Guarantees You Get Paid
Cash flow problems close more businesses than lack of sales. Learn how the Profit First system uses behavioral cash management and five bank accounts to ensure business owners pay themselves first.
How to focus your business in 2026: stop chasing distractions and grow profitably
Many business owners lose momentum by chasing new ideas instead of executing core priorities. This guide shows how to stop shiny object syndrome, evaluate opportunities using a 3 question profit filter, eliminate low value projects, and commit to three strategic initiatives for focused growth in 2026.
How to Transition Non-Ideal Clients Without Stress
Transitioning non ideal clients improves profit, capacity, and strategic focus. Use measurable financial, operational, and strategic criteria to identify misaligned accounts. Follow a five phase transition plan to protect cash flow, maintain professionalism, and reinvest freed capacity into higher margin work.
What fear is telling you about your business
Fear in business signals perceived financial or operational risk. Instead of reacting emotionally, measure the exposure. Use a four step Fear to Decision Framework to separate facts from assumptions, quantify cash runway and revenue gaps, and take targeted action within 24 hours.
How to track the right business metrics: a simple KPI dashboard guide
Learn how to track the right business metrics with a simple KPI dashboard. Identify core KPIs, monitor trends, and make data-driven decisions to grow revenue, profit, and client retention.
How to turn your best clients into repeat referrals: a Profit First strategy
Discover how to turn your top clients, your “giant pumpkins,” into repeat referrals using a Profit First approach. Learn step-by-step strategies to boost revenue, track referral impact, and grow profitable client relationships.

