Insights

How the work actually gets done

The method I use, the questions founders ask before they hire anyone, and the working tools behind the analysis. Written out rather than summarized, because the method is the part most brands are missing.

Method
Setting an ad budget from the P&L

Platform ROAS and ad margin are two different calculations, and only one of them tells you what the spend earned. Six steps, in order, from building the P&L to line level through to setting next period's number against seasonality and CPMs.

The full method · worked examples
Questions
Questions founders ask

Twenty questions, answered plainly. Why your agency and your accountant never agree, how much you can cut ad spend before sales follow it down, how much of your cash is stuck in inventory, and what the difference is between a fractional CFO, a bookkeeper and an accountant.

20 questions · profit and cash, paid media, pricing, working together
Tools
Working tools

The models and reports behind the analysis, including the operating model demo and a full sample rental portfolio report. Built for client work, published here so you can judge the output before you talk to me.

Operating model · sample deliverables
Figures in worked examples are illustrative unless a page says otherwise. Real client results are at /case-study.