Your free 13-Week Cash Review · 30 minutes
See your next 13 weeks before they happen.
The week your cash runs short is already on the calendar. In 30 minutes on your cash, your WIP and your close, Jordan shows you which one it is. Then a one-page summary with the plan we'd recommend, in 2 business days.
Pick a timePick a time
Free. Jordan calls you at the time you pick, from (412) 336-3200.
What the 30 minutes cover
- Your cash What comes in and goes out over the next 13 weeks.
- Your WIP Which jobs are over billed or under billed.
- Your close How far behind the books are, and why.
Jordan Peacock, MBA, calls you“I learned how the numbers actually work, not just how to enter them into software.” Seven years of corporate close, reporting and budgets.
One client's catch
From Jordan's client work before Peacock Accounting & Finance
A payment recorded twice, caught in a roofing client's August close.
Caught by Jordan in his own client work. The client is unnamed.That's what a monthly close is for. A payment recorded twice, a miscoded bill or a missed retainage invoice stays hidden until someone reconciles every account against the bank.
On every plan the books close by the 10th, so a mistake like this turns up within weeks, not at tax time.
Before the call
Who calls me?
Jordan Peacock, MBA, at the time you pick, on the number you give.
What should I have ready?
Your bank balance today, your open pay apps and your WIP schedule, if you keep one.
Will you push a plan on me?
You get the one-page summary either way. If a plan fits, it says which one and what it costs. If none fits, it says that too.
Find your short week while there's time to move it.
The week your cash runs short is already on the calendar. Picture hanging up knowing which week it is, and the one pay app to chase first.
Pick a timeFree. Then a one-page summary in 2 business days.
Your cash
−$38,000 in week 6Two pay apps land in week 7. Payroll doesn't wait.Your WIP
$63,000 under billedOn two jobs: bill it with the next pay app.Your close
Books through JulyRetainage isn't tracked by job yet.The plan we'd recommend
Outsourced Controller, $3,250 a monthI am not a certified public accountant or public accountant.