Most service businesses are leaving profit on the table.
We find it, fix it, and build a business worth selling. It starts with clean data and tax returns — we install a financial operating system that exposes your margin leaks, deploys tax strategy, and positions your business to exit at a premium.
Book Your Scale-Ready Assessment
Free diagnostic for US-based service businesses doing $1M–$20M in revenue.
Trusted by growing service businesses
Cash Flow vs RevenueLast 12 months
Revenue Cash Flow
JanMarMayJulSepNov
Revenue growth+42%
Cash flow−18%
Visibility gap−$742K
The Problem
Bennett Financials
Build the financial clarity to scale with confidence.
Free Scale-Ready Assessment — see how your business scores on the 60/15/15 standard.Book yours →
Revenue is growing.
So why is cash so tight?
You're adding clients. You're hiring. The top line looks good. But every month the bank account tells a different story. Your accountant sends reports 30 days late and none of them tell you where the money is actually going. You're making decisions on gut feel because the data isn't there — or it's wrong. That's not a revenue problem. It's a visibility problem.
The Framework
Every scalable service business is governed
by four numbers.
This is the 60/15/15 standard. It's how we diagnose every business that walks through our door. If you don't know these numbers, you're making decisions on gut feel — and gut feel doesn't scale.
60%
Gross Margin
What you keep after delivering the work
15%
Sales & Marketing
What it costs to win new business
15%
G&A
What it costs to run the business
30%
Net Profit
The outcome when the system is working
The Full Stack
One system.
Your entire financial operation.
We run your full financial stack — bookkeeping, tax returns, tax planning, CFO strategy, and exit planning — all through the 60/15/15 standard.
Results
The system works. Here’s what it looks like.
$402,838
Tax liability eliminated through entity restructuring and strategic planning.
$220K+
Annual tax savings deployed for a legal services firm.
$185K+
Tax savings captured through proactive quarterly strategy.
$125K
In past overpayments recaptured through amended returns and structure corrections.
$96.2M
Revenue under management.
How It Works
From first call to deployed strategy.
There are many more steps, but we thought we'd ease you into it.
Diagnose your financials.
We run your financials through the 60/15/15 standard and show you exactly where your business is leaking profit. That's the Scale-Ready Assessment.
Scanning financials...
Gross Margin
38%
S&M
24%
G&A
19%
Gap found:−$742K/yr
Install the system.
We clean up the data, restructure your books, deploy tax strategy, and build a dashboard that maps your sales and marketing data to a forecast — showing you exactly how to get where you want to be.
Building dashboard...
Books restructured
Tax strategy deployed
KPI dashboard live
Forecast mapped
Execute every month.
Monthly CFO meetings. Budget vs. actuals. The dashboard tells us which KPIs need to move, where the bottleneck is, and what to fix next. Every decision driven by the data, not gut feel.
Monthly Review
Gross Margin62%
S&M Spend14%
Net Profit28%
On track:+$680K recovered
Case Studies
Don't just take our word for it.
Eden Data
"We grew from zero to $300K MRR with Arron's leadership."
Taylor Hersom Chairman, Eden Data
VirtualCounsel
"A team we can rely on, with rapid-fire responses and consistent support."
Daniel Goodrich CEO & Founder, VirtualCounsel
RHFL
"He brings creative ideas and valuable insights that have transformed our business."
Daniel Passarelli Co-Founder, RHFL
NuSpine
“Strategic finance helped us scale, exit, and reinvest with confidence.”
NuSpine Chiropractic Healthcare & Franchise
Veterans Fleet
“Bennett Financials gave us the financial clarity we needed to grow.”
Veterans Fleet Management Fleet Services
Chimney Scientists
“A complete tax transformation that changed how we run our business.”
Chimney Scientist Home Services
Optmyzr
“Saved $185K+ in taxes while scaling global operations.”
Optmyzr SaaS & Ad Tech
Motiv Marketing
“Eliminated $402K in tax liability — and got a refund.”
Motiv Marketing Marketing Agency
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Get Started
Find out where your business is leaking profit.
The Scale-Ready Assessment is a full financial diagnostic built on the 60/15/15 standard. You'll walk away with a profitability scorecard, a custom tax strategy, and an enterprise value gap report.
Book Your Scale-Ready Assessment
Free diagnostic for US-based service businesses doing $1M–$20M in revenue.
Ready when you are
Get clear on the next financial move for your business.
Book a no-pressure conversation with the Bennett Financials team.