Financial Performance Advisory for Mid-Market Companies

Revenue Is Up.
Profit Is Down.
We Find Out Why.

Your P&L says you're profitable. Your bank account tells a different story. We find exactly where profit is leaking, fix it with your team, and verify every dollar, in your numbers, not ours.

Recent example: $4.9M recovered in 90 days
Illustrative Profit Bridge Revenue
Price / Mix
Customer Economics
Operations
Supply Chain & Procurement
Working Capital
Reported Profit
What shows on your P&L today
Recoverable Profit
Still on the table, unclaimed

The profit isn't missing.
It's being absorbed somewhere.

Illustrative example. Not a measurement of any specific company.

25+ years in C-suite advisory | 90 days–12 months to clarity | 5x ROI Guarantee* | Line-item visibility beyond the P&L

*Guarantee applies to our forensic profit analysis fee, not the full engagement.

Where do you see yourself?

The signal isn't the problem.

It's what the signal is telling you.

Revenue is growing, but profit isn't keeping pace.

Start here

Cash is tight, even though the P&L says you're profitable.

Start here

Margins are drifting, and nobody can fully explain why.

Start here

We're thinking about selling and want to know what it's really worth.

Start here

Proof that drives confidence

Results, not promises.

Mid-market manufacturer
$76M revenue

$4.9M

ARR recovered in 90 days through Profit360, our line-item forensic profit analysis.

Construction firm
$95M revenue

$1.4M

Annual profit recovered.

Logistics company
$150M revenue

$2.1M

Annualized savings identified within six months.

Distribution company
$83M revenue

$3.8M

Net profit recovered, moving margin from 3.2% to 7.8% within one operating cycle.

Your P&L tells you what happened

We show you why.

We go line by line through your profit equation to uncover where profit is being created, lost, or left on the table.

Learn how we do it
REPORTED
PROFIT

Price / mix

Customer
profitability

Operating
economics

Working
capital

IMPROVED
PROFIT

Our process

Most advisors hand you a report.
We stay until the numbers confirm it worked.

1

Find it

We uncover the specific line items suppressing profit inside your business.

2

Fix it

We connect what your CFO, CPA, and operations team already know, then work alongside them to implement the changes that drive measurable improvement.

3

Prove it

We verify the results in your financials. We don't close the engagement until the improvement is visible in your P&L.

What We Hear From Leaders

The questions worth asking before the first call.

"Our finance team already tracks these numbers closely. What would you find that we haven't?"

Most internal reporting is built to close the books, not to isolate margin by customer, product, or service line at the transaction level. Profit360 runs that level of forensic analysis full-time, which most finance teams don't have the bandwidth to do on top of the monthly close.

"How is this different from the consulting engagements we've already run?"

Most advisory firms deliver a report and move on. We stay through implementation and don't close the engagement until the improvement is verified in your financials, not a projection, the actual number.

"How do we know the results are attributable to this and not normal market or seasonal variation?"

Every engagement is measured against your own financials at the line-item level, before and after. The improvement is documented and verified at close, so the attribution holds up to scrutiny from your board, lenders, or investors.

"We're already running other initiatives. Can this move forward without disrupting them?"

The diagnostic phase runs alongside your team's existing priorities. We bring the analytical capacity; your CFO, CPA, and operations leaders stay focused on what they're already managing.

Work directly with Karena Bell

Founder. Strategist. Accountable for the result.

Most advisory firms hand you a report and move on. Karena stays through implementation and doesn't consider an engagement finished until the improvement shows up in your financials, not a projection, the actual number.

With 25+ years as a C-suite advisor and operator, she leads the strategy and oversees implementation herself, so nothing gets diluted as it moves through the work.

Ready to find what's holding back your profit?

Let's find the profit your business deserves.

A direct conversation with Karena Bell about where your profit is going and what it would take to get it back.

Speak with Karena