Performance
Profitability, margins, cash flow, and financial results
Beyond the known limitTHE PROJECT130 APPROACH
Understand first. Then uncover what the numbers can do.
You know your business. Project130 helps you understand it more deeply through a financial lens: where you're making money, where you're spending it, what's working, and where there may be opportunities to improve profitability. Then we use that understanding to plan what's ahead, evaluate opportunities, and make sure the financial side of the business is ready for where you're taking it.
INTEGRATIVE FINANCE
The whole business. A clearer financial picture.
Financial performance doesn’t happen in isolation. It reflects the interplay of operations, data, systems, people, and strategy.
Project130 takes an integrative approach, looking at how these elements work together, where stronger connections or capabilities could make a difference, and how financial insight can support the business as a whole.
BUSINESSVITALITY
Data
Quality, structure, analysis, and reporting
Operations
Processes and activities behind the numbers
Systems
Technology and information flow
People
Teams, capabilities, and collaboration
Strategy
Priorities, planning, and future opportunities
HOW WE WORK
From understanding to action
A thoughtful process, shaped around your business
Understand
We begin with the business model, growth priorities, leadership goals, and the questions management wants finance to help answer. The people closest to the business bring essential context to every part of the work.
BUSINESS + LEADERSHIP CONTEXT
Assess
We review financial reporting, data, systems, planning processes, KPIs, team structure, and existing tools to understand how finance supports the business today.
FINANCIAL HEALTH ASSESSMENT
Prioritize
We identify where greater visibility, stronger planning, improved efficiency, or deeper financial insight may be valuable, then shape a practical roadmap around the company's goals and resources.
PRIORITIES + PRACTICAL ROADMAP
Support
The next step may be a focused project, advisory support, or nothing further at all. The form of the relationship follows the need, not the other way around.
PROJECT, ADVISORY, OR ASSESSMENT ONLY
Steps one through three make up the Financial Health Assessment
See the assessment and ways to work togetherBeyond the known limit
Let's build for the long term
What would a healthier business make possible?
Let's start with a conversation about where you are, what's changing, and what deserves attention next.
A 30-minute introductory call, no obligation. I personally review every inquiry and will reply within two business days.
Start a conversation