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How it works

The BUILD Method.

A structured five-phase system for owner-operated businesses at the point where growth has outpaced the financial and operational infrastructure supporting it. Phase one is the Financial Assessment. Phases two through five get scoped from what it finds, which is why no two engagements look the same.

B

Phase one

Baseline

This is the Financial Assessment. If you have already done it, Baseline is complete.

Phase one is not separate work and it is not billed twice. The assessment establishes where the business actually stands, prices what is leaking, and produces the 90-day roadmap. Everything below is scoped from what it found, which is why the remaining phases look different for every business.

If you have not done the assessment yet, that is where an engagement starts.

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 benchmarking against industry norms, including gross margin, overhead ratios, and 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 the business has been missing. Not generic systems copied from a template, but 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 and same-day written summary
  • Tablerock CFO Report covering revenue, gross profit, net profit, and cash
  • Mid-month check-in to stay ahead of anything that has changed
  • Ongoing advisory access between calls
  • Quarterly 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

Where it starts

Ready to see where you actually stand?

Every engagement starts with the Financial Assessment, a focused three-week look at where your business actually stands.

Start with a conversation See what the assessment covers