• Home
  • Services
  • About
  • Contact
  • Webinar
  • More
    • Home
    • Services
    • About
    • Contact
    • Webinar
  • Home
  • Services
  • About
  • Contact
  • Webinar
Pivot Alternate Template

whatever it takes to move your business FORWARD

financial foundation

 

WHEN NUMBERS ARE UNCLEAR, DECISIONS SUFFER.

 

Your business is growing. Revenue is moving.
But your financials aren’t giving you the clarity you need.


Instead, you’re navigating with blind spots:


→ Reports are inconsistent or unreliable.
→ You don’t have a clear budget or cash flow plan.

→ You are probably losing money that you don't know about.
→ Profitability across services or departments is unclear.

→ You have no idea whether your financial strategy is working or if you even have one. 


We partner with you to clean up, clarify, and elevate your financial operations so you can make confident, data-driven decisions. Here is How:

 

Accounting System Review & Cleanup We assess your QuickBooks structure and work with your bookkeeper to ensure it’s accurate, organized, and audit-ready.

Financial Reporting & KPI Design We build reports that are tailored to your business highlighting key drivers, margin visibility, and actionable metrics that support executive insight.

Budgeting & Forecasting We create a budgeting structure aligned with your goals, and establish cash flow planning to anticipate needs and navigate uncertainty.

Profitability Analysis We break down what’s truly driving profit and loss across services, teams, or products so you can allocate resources with intention.

Executive Financial Insight Beyond reports, we bring the analysis helping you interpret the numbers and understand the story behind them to support long-term strategy.


The Result:

Reliable data. Clear direction. Smarter decisions.


Because now your finances are finally in order. You have the clarity, tools, templates, and confidence to lead with numbers that back you up. 


“I used to avoid my numbers. Now I understand them and I finally feel in control of my business.”

ThreE MONTH OPERATION EFFICIENCY OVERHAUL

GROWTH EXPOSED THE CRACKS. WE'LL FIX THEM.

 

You’ve grown too fast. You want to scale but your operations can't keep up. The systems that once supported you are now slowing you down and it’s holding your business back from scaling. 


You have a strong business and a solid product, but behind the scenes, it’s messy.


→ Roles are unclear and people are stepping on each other's toes.
→ Teams are pointing fingers and nobody knows what the assignment actually is.
→ Your Managers aren’t leading, and projects are left unfinished.
→ You feel like your business is falling apart because your systems are not aligned.

→  You’re spending your time putting out fires instead of leading your business.


We bring clarity, structure, and accountability to established companies ready to clean up the chaos and grow with confidence. Here is How:  


Team Structure We define roles, responsibilities, and reporting lines so everyone knows who’s doing what.

Accountability Systems We set expectations, measure performance, and ensure follow-through at every level.

Process & Workflow Clarity We document and streamline how work gets done from start to finish. 

Systems Audit We review your tools and tech to make sure they actually support your team and operations.


 

The Result:

Clarity. Control. Confidence.


Because you see the vision for long term success instead of surviving day by day.


"We grew fast, and it showed. Blimy brought clarity in our vision and and control back into the business." 


SOFTWARE SETUP & IMPLEMENTED FOR YOU

WHEN GROWTH OUTPACES SYSTEMS, CHAOS FOLLOWS.

 

You’ve invested in software to support your growth.
You were promised efficiency.


But instead, it’s a headache:
→ Tools aren’t talking to each other.
→ No one’s using it the same way.
→ You’re still tracking things manually.
→ Nothing is connected to the bigger picture.


We bring structure, clarity, and full implementation to companies ready to make their software truly work — for every team, across every department. Here is How


Blueprint Process: We create and document the operational processes.

System Mapping: Clarify what you have, what you need, and how it connects.

Workflow Integration: Build workflows that match your real processes.
User Adoption: Train your team and set standards for use to ensure full implementation.
Dashboard Setup: Create visibility with reports and views that drive decisions.



The Result:
Efficiency. Visibility. Alignment. 


Because your software is fully customized to support your teams and goals.


“We had the software, but no structure. Blimy made it all work together and work for us.”


MONTHLY BUSINESS CONSULTING PACKAGE

 

WHEN GROWTH FEELS MESSY, IT’S TIME TO REFOCUS.


You’ve built something real.
You have a team, traction, and potential. But the clarity is missing.


→ Goals are unclear or constantly shifting.
→ Issues keep repeating, and solutions don’t stick.
→ Your team dynamics are hard to manage.
→ You’re making decisions in a vacuum.
→ There’s no structured way to drive growth forward.


Pick one month or hundred, we are here for you.


We help leaders build intentional momentum with structure, clarity, and a thinking partner to move from reaction to strategy. Here is How:


Strategic Planning Define focused, growth-oriented goals and build a practical path to reach them.

Accountability Systems Stay on track with structured monthly sessions that hold you — and your team — to the outcomes you’ve committed to.

Leadership Coaching Get expert insight, an outside perspective, and a sounding board to help you lead more effectively and make confident decisions.

Team Optimization Navigate team challenges, clarify roles, and ensure your people are in the right seats — aligned with your business vision.

Operational Alignment Troubleshoot what’s stuck inside your business and create action plans that address the real obstacles to growth.



The Result:

Clear direction. Stronger leadership. Real progress.


“I finally feel like I’m leading again, not just reacting. The structure and support helped me see the big picture — and move forward.”

Research - Setup - Implement - MaintAIN

Research - Setup - Implement - MaintAIN

Research - Setup - Implement - MaintAIN

Research - Setup - Implement - MaintAIN

Research - Setup - Implement - MaintAIN

Research - Setup - Implement - MaintAIN

I'm ready to Pivot

Trusted By


Copyright © 2025 Pivot Yes - All Rights Reserved.


Powered by

  • Home
  • Services
  • About
  • Contact