Profitability Reviews in Manassas, VA
Do you know which products, services, or customers are actually profitable? Many Northern Virginia and DC area business owners are surprised when they dig into the numbers—revenue doesn't always mean profit.
We help you cut through the noise with margin analysis, expense reviews, and pricing pressure tests. You'll know exactly what's driving your bottom line—and what's dragging it down.
Book a Free Advisory CallWhat a Profitability Review Covers
A profitability review goes beyond your P&L to understand where money is actually made and lost. This connects directly to your cash flow planning and growth strategy.
Who This Is For
Business owners across Manassas, Northern Virginia, and the DC area who need clarity on what's actually making money.
Margin Pressure
Revenue is up but profits aren't following—something's leaking
Strategic Decisions
Evaluating which products, services, or customers to focus on
Pricing Questions
Need data to support pricing decisions or rate increases
Hidden Problems
Sense something's off but can't pinpoint where the money's going
Growth Planning
Want to scale what's working and cut what isn't
Multiple Lines
Run multiple services or products and don't know which are carrying the load
The Most Common Profit Problems We Find
After reviewing hundreds of small business financials, these are the patterns that show up again and again.
Underpriced Services
Services that look busy but don't cover their true costs when overhead is allocated
Unprofitable Customers
High-maintenance clients who consume disproportionate resources relative to revenue
Hidden Expense Creep
Slow increases in costs that erode margins over time without anyone noticing
Wrong Revenue Mix
Growing low-margin work while high-margin opportunities go underinvested
Overhead Misallocation
Fixed costs spread evenly when they should be weighted by actual resource use
Volume Assumptions
Pricing based on volume targets that never materialize, leaving margins thin
Profitability Depends on Clean Financials
Margin analysis is only as good as the underlying data. If your books have gaps, miscategorized expenses, or unreconciled accounts, any analysis will be flawed. We can help you get your financials in order first.
What You Get (Deliverables)
Every profitability review results in clear, actionable outputs you can use immediately—feeding directly into your cash flow planning and owner distributions strategy.
How Profitability Reviews Support Tax Planning
Profitability data shapes your tax strategy. Knowing your true margins helps with estimated tax projections, year-end planning, and entity structure decisions.
Our Profitability Review Process (3 Steps)
Data Collection & Baseline
We gather your financials and operational data, establish baseline metrics, and identify the key questions to answer. If cleanup is needed, we'll flag that first.
Analysis & Segmentation
We break down profitability by product, service, customer, or job type. We identify margin patterns, expense trends, and areas where money is leaking.
Findings & Action Plan
We present our findings in a clear report with prioritized recommendations. You'll know exactly what to do next and what the expected impact should be.
FAQs — Profitability Reviews
How often should we do profitability reviews?
We recommend quarterly reviews for most businesses, with deeper annual analysis. For businesses in flux (growth, new product lines, market changes), monthly reviews may be valuable. The right cadence depends on how fast your business is changing.
What data do you need from us?
We work with your existing financial statements and supplement with operational data as needed—things like customer counts, job-level data, product sales mix, or service hours depending on your business model.
Will you tell us to fire employees or cut costs?
Our job is to give you clear information, not make decisions for you. We identify what's working and what isn't, then you decide how to act on that information. We provide analysis and recommendations—you make the calls.
How is this different from regular bookkeeping?
Bookkeeping records what happened. Profitability analysis helps you understand why it happened and what to do about it. We go beyond the numbers to identify patterns, trends, and actionable opportunities.
Can you help if our books are messy?
Yes, but we'll need to clean them up first. Profitability analysis is only as good as the underlying data. We offer bookkeeping cleanup services that can get your financials ready for meaningful analysis.
What kind of businesses benefit most from profitability reviews?
Any business with multiple revenue streams, service lines, customer segments, or product categories benefits. If you're unsure which parts of your business are actually profitable, a review will give you clarity.
How long does a profitability review take?
Initial reviews typically take 2-3 weeks depending on data availability and complexity. Ongoing quarterly reviews are faster once we've established baseline analysis and reporting frameworks.
Ready to Understand Your Margins?
Let's dig into your numbers and find out what's really driving your profitability. Serving Manassas, Northern Virginia, and the DC area.
Book a Free Advisory Call