05/21/2026
He had 9 clients. $1.2M in annual revenue.
And he was exhausted working 60-hour weeks with almost nothing left at the end of the month.
When he came to us, he thought he had a pricing problem.
We looked at his books. He had a visibility problem.
Here's what we f👀nd:
🔎 2 retainer clients were being undercharged by $800/month each
🔎Contractor costs had crept up 40% without anyone noticing
🔎Software subscriptions had ballooned to $3,200/month, $1,400 of which was unused
🔎Ad spend was being categorized as "misc" expenses, making his P&L useless
Total: over $4,000/month in margin being quietly lost.
We reorganized the books, cleaned up the categories, and rebuilt his monthly reporting.
Within 60 days, he had his first-ever clear view of profitability by client.
He dropped the two unprofitable accounts. Raised his rates. Worked fewer hours.
Clean books don't just save you money. They save your sanity.🤯
📅 Ready for your own clarity? calendly.com/ceo-wowledgerlions