How it works

The BUILD
Method.

A structured five-phase system built for owner-operated businesses at the inflection point where growth has outpaced the financial and operational infrastructure supporting it. Every engagement follows the same path — from financial blind spots to a fully operational CFO system running every month.

B

Phase One

Baseline

Establish a clear, honest picture of where the business actually stands. Most owners are surprised by what we find — not because the business is failing, but because nobody has ever put it all in one place and told the truth about it.

  • Review of financials, chart of accounts, and debt structure
  • Revenue and margin analysis by product, service line, or customer
  • Industry benchmark pull — how does this business compare to healthy businesses in the same space
  • Cash flow patterns and working capital position
  • Internal controls review and financial risk identification
  • Owner interview to understand goals, concerns, and what keeps them up at night
U

Phase Two

Uncover

Identify where money is leaking, where cash pressure is building, and which parts of the business are actually making money versus consuming margin. This is where the real picture emerges — and where most businesses find the issues that have been costing them for years without anyone naming them.

  • Profitability analysis by service line, customer, or revenue stream
  • Margin and performance benchmarking against industry norms — gross margin, overhead ratios, revenue per employee
  • Revenue recognition and billing accuracy review
  • Labor efficiency and margin consistency assessment
  • Pricing leakage and overhead allocation review
  • Banking and capital readiness evaluation
I

Phase Three

Implement

Build the financial infrastructure and strategy the business has been missing. Not generic systems copied from a template — tools built around how this specific business runs, how it generates revenue, and what its owner actually needs to see every month.

  • 13-week rolling cash flow forecast
  • Profitability tracking by service line, customer, or revenue stream
  • Revenue recognition process and billing accuracy controls
  • KPI dashboard built around the metrics that matter for this business
  • Chart of accounts cleanup and financial reporting improvements
L

Phase Four

Lead

Run the monthly CFO system that turns numbers into decisions. The owner stops reacting to what already happened and starts seeing what is coming. Every month ends with a clear point of view on where the business stands and what to do next.

  • Monthly CFO call with pre-call agenda email and same-day written summary
  • Tablerock CFO Report — revenue, gross profit, net profit, and cash plus full detail
  • Mid-month check-in to stay ahead of anything that has changed
  • Ongoing advisory access between calls
  • Quarterly industry benchmark refresh to track progress against peers
  • Goals and strategic alignment tracked every month
D

Phase Five

Drive

Use financial clarity to make intentional decisions about growth, hiring, equipment, and where the business is headed. Finance and operations working together so growth creates stability instead of chaos.

  • Capital planning and growth decision support
  • Banking and financing readiness support
  • Budget versus actual reporting and performance review
  • Acquisition support and transition planning as needed
  • Strategic planning tied to the owner's personal and business goals

Ready to see where
you actually stand?

Every engagement starts with the Financial Visibility Review — a focused 30-day look at where your business actually stands.

Start with a conversation