Case Studies

Clear numbers change everything

Since day one, our mission has been helping business owners see their numbers clearly and regularly. Here's what that looks like in practice.

From 5% to 30% gross profit margin in 90 days

5%→30%
Gross profit margin
in 90 days

A catering company came to us keeping just 5 cents of every dollar after the cost of doing the work. That 5 cents had to cover every operating expense and still pay the owner.

We didn't try to fix ten things at once. We built one plan around one number: gross profit margin. We approached it from two directions, increasing revenue and setting a clear budget for materials and cost of goods sold.

Within 90 days, gross profit margin went from 5% to 30%. By day 120, the founder was no longer carrying the budget alone. His team shared ownership of tracking budget versus actuals, so the improvement didn't depend on one person.

A five-figure surprise in the first month

Two 50/50 business partners started with our Essentials tier: monthly bookkeeping and reports, without advisory calls. Their very first set of reports showed that one partner had taken five figures more in owner's draws than the other. It was a simple oversight, nothing intentional; without clear, regular numbers, neither partner could see it.

Sometimes clarity alone is the breakthrough.

Our own story

We run on Profit First too

72%→38%
Operating expenses as % of revenue, in six weeks
$32,000
Debt paid off in under nine months

We don't just teach Profit First; we run Baker Bookkeeps on it. Our operating expenses were 72% of our revenue, high for our industry. Within six weeks of implementing Profit First, we brought them down to 38%. Then, following the method's approach to paying down debt, we paid off $32,000 in under nine months.

How we use Profit First →

Every business is different, and results vary. What doesn't change is our approach: find the number that matters most, and build the plan around it.

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