There’s a big difference between keeping books and understanding the story they’re telling.

Your bookkeeper plays an important role — they track what’s already happened. But if you’re relying on your bookkeeper to help you make high-level financial decisions, you’re probably flying blind. They’re not looking ahead. They’re not identifying trends, cash constraints, or profit gaps.

That’s where a strategic financial partner comes in — someone who can connect the dots between your numbers and your next smart move.

Without that guidance, you’re at risk of making decisions based on gut feel, not data. And that’s dangerous — especially when you’re hiring, pricing, or planning for growth.

Real World Mistake & Lesson:

One home services business relied entirely on a family bookkeeper. Everything looked “fine” until we dug into the job-level numbers and saw they were losing money on their top two service lines. That insight let them reposition, refocus on the profitable work, and double their net income in under a year.

 Pick up your free copy of my new book, “The 7 Minute Conversation-How to Hear the Story Your Small Business Financial Statements Are Telling You-CONTRACTOR EDITION”.  Go to www.7MinuteConversationBook.com

Ready to find out where your cash and profits are really going? Book your free 15-minute Profit and Cash Flow Call with me. No pressure. Just real clarity. I’ll help you see where your money’s hiding — and what to do about it. Schedule at www.CashFlowCallWithLarry.com