Revenue is growing. So why is there still so little left?

When I bought Pakenham Trophies & Awards, it was running more like a hobby than a real business, and I had very little clarity or confidence in the numbers... We fixed our pricing, corrected our costings, and introduced proper stock management so the Profit & Loss now reflects reality, and I can finally trust it to make decisions. I now understand my true Customer Margin, pay myself a regular salary, and have clear, reliable financial reports that help me look ahead instead of constantly reacting... The business now operates as a business — not a hobby.

Working with Andee to implement the 3 Margin Framework™ and 3 Months Forward forecasting gave me a valuable opportunity to step back and assess my business more strategically... The process encouraged more disciplined thinking and helped me make clearer, more considered decisions. It also reinforced the importance of reviewing key financial metrics regularly, rather than dipping in ad hoc or spending too much time looking backwards. Given that we advise many businesses ourselves, it was a timely reminder that truly understanding your own numbers is critical to long-term success.

My business was in a healthy state before working with Andee, but it was reassuring to have him walk me through the 3 Margin Framework and confirm my financial position. In doing so, he also identified areas where I was under-investing and over-investing. A few targeted adjustments later, the business is in better shape than it was before... As a task-focused business owner, I appreciated Andee's practical suggestions around habits and routines that have given me some much-needed breathing space and helped me run a more balanced business, not just a more profitable one.

As a bookkeeper and CPA, I spend my days helping clients understand their numbers — but for a long time, applying that same rigour to my own business was easier said than done. Working through the 3 Months Forward framework with Andee changed that. It gave me clarity and confidence in my forecasts that I simply didn't have before. I can now see clearly where my business needs to be, plan around it, and make decisions without second-guessing myself... I now run my own practice with the same level of financial clarity I work hard to give my clients.

It started over coffee. I shared some of the frustrations I'd been experiencing around cash flow, delayed client payments, and the stress that comes with both. With many of our authors on structured payment plans, healthy cash flow isn't a nice-to-have — it's critical to how we operate... Over the past twelve months, he has implemented the 3 Margin Framework™ and 3 Months Forward forecasting, and the impact has been significant — both financially and in terms of peace of mind. Our invoicing, pricing structure, and payment processes have all been refined and strengthened. I now have better cash flow visibility, a clearer sense of where the business is heading, and confidence that there's a solid financial strategy behind our growth.