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Free first meeting, 45 minutes, Tuesday to Thursday (sample)

(555) 017-3300

[email protected]

A plan for the next thirteen weeks, and help to carry it out

Marlow Street Advisers (sample) work with owners of shops, trades and cafes in Springfield. We look at the numbers with you, agree the few jobs that matter, put them on the weeks and stay until they are done.

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See the services

Sample plan: Corner Loaf bakery

Week 6 of 13 (sample)

Job, who does it

12345678910111213

Health check: sales, costs and cash

Adviser, weeks 1 to 2

Done, weeks 1 to 2

Review the price list, 40 products

Owner and adviser, weeks 2 to 4

Done, weeks 2 to 4

Set up a 13-week cash forecast

Adviser, then the owner, weeks 3 to 5

Done, weeks 3 to 5

Wholesale offer to three cafes

Owner, weeks 5 to 9

Under way, weeks 5 to 9

Hire and train a shift lead

Owner and adviser, weeks 6 to 11

Under way, weeks 6 to 11

Weekly numbers routine, 30 minutes

Owner and bookkeeper, weeks 8 to 13

Planned, weeks 8 to 13

Review, and the next quarter's plan

Owner and adviser, week 13

Planned, week 13

Done Under way Planned This week

What owners tell us at the first meeting

Most owners come to us with one sentence. These four come up every month, and each has a usual place to start.

We are busy every day, but the bank balance never moves.

Usually prices that have not kept up with costs, or customers who pay late. We look at both in the first fortnight.

Cash flow and pricing

I do not know which products actually make money.

We cost your main products or jobs line by line, so you can see which ones carry the business.

Business health check

Everything still goes through me.

The first manager is the hardest hire. We write the role with you and help with the first month.

Hiring your first manager

I know what to do. I never get round to it.

A plan on the weeks, a fortnightly meeting and someone who asks how it went.

13-week growth plan

Services and how long they take

Fixed fees, agreed before we start. The bar shows where each service usually sits on a 13-week plan.

Business health check

Sales, costs, cash and how the week runs, with a short written list of what to fix first.

Under way, weeks 1 to 2

Two weeks, weeks 1 to 2

From $950

About this service

Cash flow and pricing

A 13-week cash forecast you can keep up yourself, and a price list checked against what each product really costs.

Under way, weeks 1 to 6

Six weeks, weeks 1 to 6

From $2,400

About this service

Bookkeeping and systems

Accounts software, bank feeds, invoicing and a weekly numbers routine that takes half an hour.

Under way, weeks 2 to 5

Four weeks, weeks 2 to 5

From $1,200

About this service

Hiring your first manager

The role, pay, advert, interviews and a handover month for the first person who runs things when you are away.

Under way, weeks 3 to 10

Eight weeks, weeks 3 to 10

From $1,900

About this service

13-week growth plan

The whole plan: we agree the jobs, put them on the weeks and meet you every fortnight until week 13.

Under way, weeks 1 to 13

Thirteen weeks, weeks 1 to 13

From $5,800

About this service

Monthly adviser

One meeting a month and a phone line in between, for owners with a plan who want someone to keep them to it.

Under way, weeks 1 to 13

Ongoing, monthly, weeks 1 to 13

From $450 a month

About this service

Example prices, before tax.

All services

How an engagement runs

Four phases on the same thirteen weeks. You do most of the work, because it is your business; we bring the numbers, the plan and a fortnightly meeting that keeps it moving.

An engagement, week by week

Typical 13-week plan

Phase

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Look

We read the numbers and watch a normal week, weeks 1 to 2

Under way, weeks 1 to 2

Plan

We agree the jobs, who does each one, and by which week, weeks 3 to 4

Under way, weeks 3 to 4

Do

You run the jobs; we meet every fortnight, weeks 5 to 12

Under way, weeks 5 to 12

Review

What got done, what did not, the next plan, week 13

Under way, week 13

Done Under way Planned

Two people planning on a whiteboard covered with coloured sticky notes

The plan stays on your wall, not in our files

Every job has a name next to it and the weeks it should take. When something slips, we move it on the plan together and say why, so the next quarter starts from what really happened.

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How we work

Businesses we know well

Owner-run firms with two to fifty people. Most of our clients fall into three groups, and the first jobs are often the same.

A shop owner behind the counter of a small refill store

Shops and retail

Stock, margins and the quiet months between the busy ones.

  • Margin by product line
  • Stock that sits too long
  • Opening hours that pay
More about shops and retail
A joiner drilling a plank at a workbench in a small workshop

Trades and contractors

Quotes, deposits and being paid on time for work already done.

  • Pricing a job properly
  • Deposits and stage payments
  • When to take on the next person
More about trades and contractors
A barista preparing coffee at a busy cafe counter

Cafes and food

Food costs, rotas and the wholesale order that could fill the slow mornings.

  • Recipe costing
  • Rotas against takings
  • Wholesale and catering
More about cafes and food

Fees, fixed before we start

Business health check

Two weeks, with a written list of what to fix first

$950

Cash flow and pricing

Six weeks, forecast and price list included

$2,400

Hiring your first manager

From the role to the end of the first month

$1,900

13-week growth plan

Paid in three parts: weeks 1, 5 and 9

$5,800

Monthly adviser

Cancel with a month’s notice

$450 a month

Example prices, before tax. No hourly billing.

Included every time

  • The same adviser from the first meeting to the last week
  • A written plan you keep, even if you stop working with us
  • Meetings at your business or at our office
  • No commission from banks, suppliers or software firms (sample terms)
Book a first meeting

The first meeting is free

Forty-five minutes, at our office or at your business, Tuesday to Thursday (sample). You leave with a straight answer: whether we can help, and which job would come first.

  • Last year's accounts or tax return
  • A recent bank statement
  • Your price list or a few recent quotes
  • The three things you would fix first, if you had the time
Book a first meeting
Call (555) 017-3300
An adviser and a business owner going through documents at a wooden table

Notes for owners

All notes

Visit the office

14 Marlow Street, Springfield (sample)
Ground floor, next to the post office

Monday to Friday

8:30 to 17:30

First meetings

Tue to Thu, 9:00 to 16:00

Parking

Two spaces behind the building

Opening times (sample).

Get directions
Map of the streets around the office on Marlow Street
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Free first meeting, 45 minutes, Tuesday to Thursday (sample)

(555) 017-3300

[email protected]

Book a first meeting