Bullpen Consulting

Client results

What happens when your finances finally work for you.

These are real outcomes from real small business owners. The names and identifying details have been changed, but the numbers are accurate.

Bookkeeping & AccountingRegional HVAC Contractor — Austin, TX

The challenge

Three years of unreconciled books, no clear picture of profitability by job type, and a tax bill that blindsided the owner every April. The business was growing but the owner had no idea which services were actually making money.

What we did

We rebuilt the books from scratch, established a monthly close process, and created a job-costing framework that tracked profitability by service line. Within 90 days the owner had clean financials and a clear view of margin by job type for the first time.

I'd been running blind for years. Now I actually know which jobs are worth taking.

— Owner, HVAC Contractor

Results

22%

reduction in tax liability (first year)

3 yrs

of books reconciled in 8 weeks

$180K

in previously untracked receivables recovered

Budgeting & ForecastingIndependent Retail Boutique — Denver, CO

The challenge

A fast-growing retail boutique with two locations was making inventory and hiring decisions based on gut feel. Cash flow was unpredictable — good months felt great, slow months felt like a crisis. The owner wanted to open a third location but had no financial model to evaluate the risk.

What we did

We built a rolling 12-month cash flow forecast, a seasonal budget tied to historical sales patterns, and a scenario model for the third location that showed exactly what revenue was needed to break even and when.

The forecast model gave me the confidence to expand. I knew exactly what I was walking into.

— Owner, Retail Boutique

Results

3rd

location opened profitably within 14 months

40%

improvement in cash flow predictability

$95K

in unnecessary inventory spend eliminated

Business StrategyBoutique Marketing Agency — Phoenix, AZ

The challenge

A 12-person marketing agency was growing revenue but watching margins shrink. The owner suspected certain clients and service lines were unprofitable but had no data to confirm it. The team was stretched thin and morale was slipping.

What we did

We conducted a full profitability analysis by client and service line, identified two retainer clients that were consuming 30% of capacity at below-market rates, and built a pricing and capacity model to guide future sales decisions. We also helped the owner restructure the team around the highest-margin work.

We were working harder than ever and barely keeping up. Bullpen helped us figure out why — and fix it.

— Founder, Marketing Agency

Results

18pts

increase in gross margin within 12 months

2

unprofitable client relationships exited cleanly

31%

revenue growth in the following year

Your business could be the next one.

Every engagement starts with a discovery call. We'll look at where you are, identify the biggest opportunities, and tell you exactly what we'd do. No obligation.