1:1 BUSINESS COACHING
Stop Running Your Business
Blind
Weekly coaching built around the WAR Board, your real-time dashboard for Revenue, Profitability, and Business Health delivering systematic execution across the seven areas that actually move the needle.
You're Working Harder Than You Should Be
For the results you're getting.
You're making decisions based on what you feel is happening instead of what's actually happening.
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Month-End Surprises. You find out you missed your target on the 1st of the following month when it's too late to do anything about it.
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Unpredictable Revenue. Good months feel random. Bad months feel personal. You can't see what's coming.
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Constant Firefighting. Your team needs direction on everything. You're the bottleneck for most decisions.
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Money Left on the Table. You know you're losing margin somewhere, you just can't see where.
The problem isn't that you're not working hard enough. The problem is you don't have visibility into the metrics that actually matter, updated weekly, with someone holding you accountable to act on what the data is telling you.
FREE ASSESSMENT
Which System Is Holding You Back?
Take the 5-minute Business Systems Scorecard to find out which of the 7 systems is costing you the most time, money, and sanity.
35 Questions. Instant Results. Your weakest system revealed.
7
Systems Scored
5
Minutes
1
Priority Focus
No email required to see your results. Optional detailed report available.
60 Minutes That Transform How You Run Your Business
The Weekly Accountability Meeting (WAM)
Every week, we sit down together for 60 minutes to review your WAR Board, a comprehensive dashboard that tracks the metrics that actually predict business performance.
Not last Month's Numbers. Last Week's Numbers.
What the WAR Board Tracks:
Revenue Performance
Weekly collected Revenue vs. Target based on your historic quarterly distribution patterns, not arbitrary goals.
EBITDA & Profitability
Actual profit margins, not just top-line Revenue. What you're keeping after expenses.
Sales Metrics & KPIs
Generated Revenue, average ticket, pipeline activity, estimates sent, close rates.
Operational Metrics
Job counts, planned vs. actual hours, capacity utilization, variance analysis.
Year-to-Date Trajectory
Where you stand against annual targets with real-time projection adjustments as the year progresses.
Overhead Expense Rate
Are your fixed costs in line with your Revenue? Visibility into expense ratios.
Cost of Goods Sold
Materials, labor, fuel, subcontractors and disposal costs broken down so you can see where margin is leaking.
A/R & Cash Position
Overdue balances, uncategorized transactions, cash flow health indicators.
The WAR Board doesn't just show you where you've been. It shows you where you're headed with time to course-correct before the month closes.
Seven Systems. One Integrated Framework.
The WAM covers all seven systems that determine whether your business creates wealth — or just creates work.
SYSTEM
WHAT IT COVERS
1.
Strategic Vision & Forecasting
Data-driven goals, WAR Board methodology, ForeCash Flow projections, leading indicators
2.
Organizational Optimization
Org chart clarity, role definitions, SOPs, workflow mapping, decision authority
3.
Leadership & Team Development
Performance standards, feedback systems, team accountability, management training
4.
Sales Activation & Conversion
Pipeline management, funnel tracking, conversion optimization, marketing ROI
5.
Operations Execution & Delivery
Quality control, job performance, efficiency metrics, process consistency
6.
Financial Controls & Optimization
Bookkeeping accuracy, cash flow management, margin analysis, expense visibility
7.
Hiring & Retention
Behavioral interviewing, onboarding systems, career pathways, retention strategies
Every week, we review each system through the lens of your WAR Board data. When patterns emerge, we act on them, not react to them.
When You Need More Than the WAM
Focused meetings for focused problems.
The WAM is the showcase meeting that covers all seven systems and gives you complete visibility into your business.
But when more than 50% of your WAM is being consumed by Financial, Sales, or Operational priorities week after week, we have a conversation about adding a focused Meeting:
FAM
Financial Accountability Meeting
Deep dive into System 6 Priorities: Bookkeeping Accuracy, Cash Flow Forecasting, A/R Management, Expense Analysis, Margin Optimization, and Financial Controls.
OAM
Operations Accountability Meeting
Deep dive into System 5 Priorities: Job Performance Analysis, Quality Control, Workflow Efficiency, Team Productivity, Process Documentation, and Bottleneck Elimination.
SAM
Sales Accountability Meeting
Deep dive into System 4 Priorities: Pipeline review, Lead Source Performance, Conversion Analysis, Estimate Tracking, Sales Team Accountability, and Marketing ROI.
Each meeting is 60 minutes. Same structure. Same accountability. Just focused on the area that needs the most attention.
Reflecting on the WAM
"At the end of the day, we all have benchmarks, we all have goals that we're looking to achieve, but without the data, without the metrics, without seeing a clear picture of what we are actually doing rather than what we feel we're doing, it helps me."
~ Christopher Tombaugh | Owner, Advanced Printing & Graphics
Some of APG's Work
Your Business Health at a Glance
Updated Weekly. Before Every WAM.
$12,845
WEEKLY COLLECTED
$98,371
YTD REVENUE
44.9%
EBITDÅ
32.8%
COGS RATE
$43,642
OVERDUE A/R
+8.2%
VS. PRIOR YEAR
Revenue targets are set based on historic Quarterly Distribution, how your business actually performs throughout the year, not arbitrary annual goals divided by 52.
This Isn't Motivational Coaching
We show up with your numbers. We ask hard questions. We hold you accountable.
🔍
Pattern Recognition
"This is the third week this issue has come up. Let's address it."
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Historical Context
"Three weeks ago you committed to resolving this. What happened?"
⚖️
No Emotional Investment
We're not trying to preserve the relationship. We drive results.
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Logical Decision-Making
Emotional decisions have no place in business leadership. The WAR Board removes the emotion.
"What your system and what we've done and what we've built together in tracking that really brings the stats back — and so we're making decisions logically 99.9% of the time."
~ Chris, APG
What Changes When You Have Weekly Visibility
BEFORE COACHING
- Revenue Goals based on hope
- Month-end surprises
- Team confusion about priorities
- Owner trapped in daily operations
- Decisions made emotionally
- Can't see margin leakage
AFTER COACHING
- Revenue Targets based on historic data
- Weekly visibility with time to adjust
- Clear accountability across the team
- Owner working ON the business
- Decisions made logically
- Full visibility into profitability
"It gives me parameters or guard rails to truly make decisions based on what's best, not only for my Clients and Team but also for the business. That way we're not only here today, tomorrow, or a year from now, and we're growing the business the way it should."
~ Chris, APG
Built for Trades and Service Businesses Ready to Scale
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You're generating $500K - $5M in Revenue but feel like you're working harder than the results justify
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You have a team (5 - 25 employees) but you're still the bottleneck for most decisions
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You know you should be tracking more data but you don't have time to build the systems yourself
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You're tired of making decisions based on gut feel and finding out at month-end that you were wrong
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You want to build a business that runs without you, not a job that requires you to be the hero every day
Industries We Work With:
- Plumbing
- Electrical
- HVAC
- Roofing
- Construction
- Property Management
- Service Businesses
Ready to See Your Business Clearly?
The first step is a discovery call. We'll talk about where your business is today, where you want it to go, and whether the WAM is the right fit. No pressure. No pitch. Just a conversation about what's possible.
Report organized by month that enables the proactive identification of financial trends within the year based on percentage variances by budgetary category. This reporting provides:
- Performance Benchmarking: Organizing financial performance by percentage allows for easy comparison against industry benchmarks or historical performance. Business owners can quickly identify whether their business is outperforming or underperforming compared to peers or previous periods, facilitating benchmarking analysis and strategic decision-making.
- Efficiency Monitoring: Percentage-based analysis helps in monitoring operational efficiency and cost management by enabling a proportional assessment of expenses relative to revenue, identifying areas where cost controls or efficiency improvements may be needed to optimize profitability.
- Strategic Planning: Percentage-based analysis facilitates strategic planning by highlighting areas of strength and weakness within the business. Business owners can focus their strategic efforts on areas with the greatest potential for improvement or growth, allocating resources strategically to maximize return on investment.
Year to date Balance Sheet that provides the book value of your business, calculated as the difference between your company’s assets and liabilities. This reporting provides:
- Real-Time Financial Position: Weekly balance sheet statements offer real-time insights into the financial health and position of the business to quickly assess current assets, liabilities, and equity, allowing for more informed decision-making and timely adjustments to financial strategies.
- Debt Management and Monitoring: Regular monitoring of liabilities on the balance sheet allows the tracking of debt levels and repayment obligations. Weekly statements help in managing debt more effectively by identifying changes in debt levels, monitoring interest payments, and ensuring compliance with debt covenants or repayment schedules.
- Asset Utilization Optimization: Optimize the utilization of assets by tracking changes in asset levels and composition over time. Identify underutilized assets, assess the efficiency of asset allocation, and make adjustments to maximize asset productivity and return on investment.
Report organized by month that enables the proactive identification of financial trends within the year that requires attention and action, i.e. inconsistent revenue and gross profit margins. This reporting provides:
- Long-Term Performance Evaluation: Gain a comprehensive understanding of long-term financial health and performance trends. This allows for a more holistic evaluation of business strategies and initiatives over time.
- Seasonal Variations Identification: Proactively identify seasonal patterns or trends in revenue, expenses, and profitability. Understanding these variations enables intentional planning for seasonal fluctuations more effectively, ensuring adequate resources are available during peak periods and managing expenses during slower months.
- Target Setting and Goal Tracking: Monthly performance breakdowns facilitate the setting of monthly targets or goals for revenue, expenses, and profitability. Tracking progress against these targets on a month-to-month basis enables the identification of areas of strength, and areas needing improvement.
Report organized by week that enables the proactive identification of financial trends within the month that requires attention and action, i.e. inconsistent revenue and gross profit margins. This reporting provides:
- Timely Decision Making: Interpret and analyze real-time insights into financial performance, allowing timely decisions to be made to address any issues or capitalize on opportunities as they arise throughout the month.
- Early Detection of Trends: Proactively detect trends, patterns and/or correlations in financial data, allowing for proactive measures to be taken to address any emerging issues or capitalize on positive trends.
- Performance Evaluation: Comparing weekly performance against targets or benchmarks enables evaluation of the effectiveness of implemented strategies to make adjustments as needed to remain on track with financial goals.
- Improved Planning and Forecasting: Weekly financial reports provide valuable data for forecasting future performance and planning ahead, enabling informed decisions to be made regarding resource allocation, investments, and growth strategies.
Who's Behind This?
🎖️ Air Force-Trained Systematization | 7+ Years Professional Consulting | Colorado Springs Based
Meet the Founder
Jesse spent a decade in the Air Force managing Electricians, Plumbers, HVAC Techs, and Heavy Equipment Operators, learning firsthand that systems create success.
Now he helps Trades and Service Business Owners stop being prisoners of their passion and start running businesses that actually work for them. Learn more HERE.
FREQUENTLY ASKED QUESTIONS
Q: How long is each WAM?
60 minutes. Same time, same day, every week. We protect the time and stay disciplined on the clock because you have a business to run.
How do we meet?
Either in person or via video call (Zoom). Zoom enables screen sharing so we can review your WAR Board together in real-time.
Q: What if I have to miss a week?
Life happens. We reschedule when possible, but the rhythm matters more than any single meeting. Chronic cancellations are a symptom we'll address, which usually means something in the business is consuming time that shouldn't be.
Q: Can my business partner or team members attend?
Absolutely. In fact, we encourage it when relevant. Some clients bring their Operations Manager, Spouse, or Sales Lead depending on the agenda. The accountability works better when the right people are in the room.
Q: What actually happens in a WAM?
We review your WAR Board metrics first. Then we work through the agenda: what got done, what didn't, what's blocking progress, what needs to happen this week. Every system gets visibility, but we focus energy where the data says it's needed.
Q: What's the WAR Board?
Your weekly performance dashboard. It tracks Revenue (Collected and Generated), EBITDA, COGS, overhead, sales KPIs, A/R, job metrics, and prior period comparisons. Updated before every meeting so we're working from current data, not last month's numbers.
Q: Do I need to prepare anything before each meeting?
Your WAR Board needs to be updated, which is non-negotiable. If you have bookkeeping services with us, we handle most of that. If not, we'll build a system so your data is ready each week. Beyond that, just show up ready to be honest about what happened and what didn't.
Q: What if I don't have good data right now?
That's where most clients start. The first few weeks focus on building the tracking systems, getting the WAR Board dialed in, identifying what metrics matter for your business, and creating the habits that feed accurate data. You don't need perfect numbers on day one.
Q: Do we cover all seven systems every week?
The WAR Board touches all seven, but we don't go deep on everything every time. We focus where the data points us. If Sales is lagging, we dig into System 4. If you're drowning in Operations, we focus on System 5. The systems framework ensures nothing gets ignored for long.
Q: What's the difference between WAM, FAM, SAM, and OAM?
The WAM is the comprehensive weekly meeting covering all seven systems. FAM (Financial), SAM (Sales), and OAM (Operations) are focused meetings that go deeper on one area. You only add them when one system consistently dominates your WAM or if members of your Management Team require dedicated development. This usually occurs when more than 50% of the WAM is spent on the same area of the business (Sales, Operations, or Financial Accounting) week after week.
Q: How do I know if I need a FAM, SAM, or OAM?
We'll tell you. If we keep running out of time because financial issues are consuming the meeting, we'll recommend adding a FAM. Same for sales or operations. Most clients start with just the WAM and add focused meetings as the business grows or specific challenges emerge.
Who's Behind This?
Bull's EYE Consulting's Bookkeeping philosophy and commitment were founded on a simple premise: Your Bookkeeping should help You lead, not just keep You compliant.
We specialize in real-time financial intelligence for trades and service businesses across Colorado Springs. Our clients are Plumbers, Electricians, Roofers, Property Managers, and Service Company Owners who got tired of flying blind and decided to do something about it.
Our approach is different:
→ Weekly categorization and reconciliation (Not month-end catch-up)
→ The TBC Report: When we're unclear on a transaction, we ask instead of guess
→ Financial Reporting designed for decisions, not just tax filing
→ Optional CFO-Level Strategic Analysis through the WAR Report
We don't believe in "set it and forget it" Bookkeeping. We believe in weekly visibility that puts you in command of your business instead of chasing it.
🎖️ Air Force-Trained Systematization | 7+ Years Professional Consulting | Colorado Springs Based
WE BELIEVE IN WEEKLY CATEGORIZATIONS & REPORTING!
Standard accounting firms and bookkeepers generally manage transaction categorizations on a monthly basis, a key distinction from Bull's EYE Consulting's commitment to timely and accurate reporting. We believe that data is only as valuable as how and when it's used, which is often times at the root of missed opportunities in business relating to intentional and engineered revenue, cost of goods sold, and overhead expense performance. A profit and loss statement analyzed at the end of any given month reduces the overall analytical effectiveness of targeting root-cause problems, since the analysis can be far removed from the actions that produced any identified financial variances.
Weekly Bookkeeping Services:
- Weekly Categorizations: Accurate financial categorization accounting for all income, expense, asset, liability and equity transactions in accordance with Generally Accepted Accounting Principles (GAAP).
- Transactional Reconciliations: Weekly and monthly, as required, reconciliations including bank statement reconciliation, journal entry management, invoice and bill matching, and scanned receipt alignment in accordance with Generally Accepted Accounting Principles (GAAP).
- Weekly Financial Reporting: We provide our signature TBC Report, your Month-to-Date (MTD), Year-to-Date (YTD), and YTD Summary Profit & Loss Statement, along with YTD Summary Sheet. See Below for Additional Details.
Standard accounting firms and bookkeepers generally manage transaction categorizations on a monthly basis, a key distinction from Bull's EYE Consulting's commitment to timely and accurate reporting. We believe that data is only as valuable as how and when it's used, which is often times at the root of missed opportunities in business relating to intentional and engineered revenue, cost of goods sold, and overhead expense performance. A profit and loss statement analyzed at the end of any given month reduces the overall analytical effectiveness of targeting root-cause problems, since the analysis can be far removed from the actions that produced any identified financial variances.
Weekly Bookkeeping Services:
- Weekly Categorizations: Accurate financial categorization accounting for all income, expense, asset, liability and equity transactions in accordance with Generally Accepted Accounting Principles (GAAP).
- Transactional Reconciliations: Weekly and monthly, as required, reconciliations including bank statement reconciliation, journal entry management, invoice and bill matching, and scanned receipt alignment in accordance with Generally Accepted Accounting Principles (GAAP).
- Weekly Financial Reporting: We provide our signature TBC Report, your Month-to-Date (MTD), Year-to-Date (YTD), and YTD Summary Profit & Loss Statement, along with YTD Summary Sheet. See Below for Additional Details.
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