Profit Leak Review
Find where jobs, services, and overhead lose margin.
We review six months of transactions, recurring charges, job costs, and service-line data. You get a clear report showing what needs to be canceled, corrected, repriced, or investigated.
Why this matters
Small costs become a large problem when nobody connects them to the work.
One extra crew hour. Another material pickup. A rental left out of the estimate. A dump fee absorbed by the business. A software trial that became a recurring charge. None of these looks dramatic alone.
The problem appears when those costs repeat across jobs and months. The review separates job-level margin leaks from overhead waste so you can act on the right problem.
Forgotten SaaS subscriptions still charging monthly
Duplicate charges from vendors or payment processors
Direct job costs coded as general overhead
Recurring charges for services you no longer use
Vendors billing at old, uncorrected rates
Owner or personal charges mixed into operating expenses
Beyond subscriptions
The profit leaks we look for in owner-operated businesses
Profit often leaks through the small things: extra labor left out of a price, another material pickup, a rental missed in the estimate, a customer deposit recorded incorrectly, or work that looked profitable only because direct costs were never assigned to it.
Underpriced labor
Owner time not included in pricing
Free add-on work
Material markup too low
Forgotten equipment rental costs
Dump fees not passed through
Travel and material pickup time ignored
Complex work priced like a simple service call
Payroll taxes left out of labor burden
Jobs tracked only by revenue, not margin
Recurring customers with underpriced work
Repairs and equipment costs buried in overhead
Credit card and processing fees ignored
Discounts given without knowing margin
What you get
- 6-month expense review
- Recurring charge review
- Vendor review
- Job cost review where data is available
- Service line margin review
- Payroll and labor burden review
- Report with action items
- Suggested QuickBooks cleanup items
How it works
From six months of transactions to a clear action list
This is an internal financial review, not a formal financial-statement or tax audit. We trace the costs, show where the reporting is weak, and organize the next actions.
6 month transaction deep dive
We go through every expense transaction in your last 6 months of books, not just categories, but individual line items.
Subscription & recurring charge review
Every recurring charge is identified, flagged, and compared against your active vendor relationships. Unknown charges are surfaced immediately.
Categorization accuracy review
We review how expenses are categorized and flag job costs, overhead, owner activity, or balance-sheet items that are sitting in the wrong place.
Profit Leak Report
You receive a clear, readable report showing what we found, what it costs annually, and what we recommend you cancel, renegotiate, or recategorize.
Implementation support
We don't just hand you a list. We help you take action on the findings and update your books to reflect the corrected picture.
Pricing & access
Get it free with Growth or Managed
Included in your plan
$0 with Growth or Managed
The Profit Leak Review ($995 value) is included with Growth (Profit Optimizer) and Managed (Full Scale) plans.
View Plans →Standalone review
$995
Not ready for a monthly plan? You can request the review as a standalone project. Findings are yours to keep and act on with your existing bookkeeper.
Request a Quote →Find what the jobs and overhead are hiding.
Request a free bookkeeping review. We'll look at the available data and tell you whether a Profit Leak Review can answer the margin questions in your business.