Real Results, Real Businesses

10 years full-time. 70+ companies served across North America. Here's what's possible when you fix what's broken.

3X

Revenue Growth

75%

Hour Reduction

$4.3M

Business Exit

Richard

Electrical Contractor | Ontario, Canada

The Challenge

Richard came to me running a $1.5M electrical contracting business. He was working 70-80 hours per week, hands in everything. Every decision ran through him. His team couldn't function without him. He was the bottleneck.

He couldn't take a vacation. He couldn't step away. And he was exhausted.

What We Did

  • Rebuilt his org chart and delegated authority to foremen and project managers
  • Created systems for job estimation, scheduling, and quality control
  • Fixed his pricing and profitability tracking
  • Implemented employee retention plans that kept good people around

The Results

Revenue Growth

$1.5M → $4.5M

Tripled sales in under 2 years

Working Hours

70-80 → under 15 hrs/wk

Over 75% reduction in hours

Net Profit Margin

Doubled

2x industry average

Business Exit

$4.3M

Sold fall 2025

"That exit multiple happened because the business didn't need me anymore. Buyers pay premium prices for businesses that run without the owner."

Rebecca

Building Contractor | Nova Scotia, Canada

The Challenge

Rebecca owned a commercial and agricultural building company. She was working 60+ hours per week with her hands on every single job. Her foreman and project manager waited for her to make every decision.

She had young kids at home and was missing out on family time. She was trapped in her own business.

What We Did

  • Redesigned the company structure and delegated full authority to foreman and PM
  • Created accountability frameworks so her team took ownership
  • Built systems for job management and client communication
  • Redesigned her role to focus on strategy, not operations

The Results

Working Hours

Dramatically Reduced

Got weekends and evenings back

Team Ownership

Full Responsibility

Team runs construction independently

New Partnership

Formed

Partnered in another commercial company

Family Time

Restored

Present with young family

"She didn't work harder. She worked different. Her team stepped up when we gave them the structure and authority to do so."

David

CPA Firm | Houston, Texas

CPA Firm Triples Net Profit in 12 Months While Working Fewer Hours

The Challenge

Despite $829,000 in revenue in 2023, David's firm had minimal profitability—net profit was only $23,700, leaving little margin for reinvestment or growth.

David faced several significant challenges:

  • Overwork: Heavily involved in all aspects of the firm, working long hours including weekends to keep up with the workload
  • Staff Efficiency: Team roles and expectations were unclear, resulting in inefficiencies and missed opportunities
  • Cash Flow Struggles: During the slower season, the firm relied on a bank credit line to cover expenses
  • Unprofitable Clients: The client list included accounts that drained time and resources without contributing significantly to the bottom line

The Solution

David partnered with Profitable Practice Pro to overhaul his firm's operations, pricing, and strategy. Key steps included:

  • Revenue and Profit Goals: Clear financial goals were set, with a focus on increasing both revenue and profitability
  • Staff Optimization: A comprehensive review of staff duties and job descriptions was conducted. Clear expectations were established, and team members were informed of the firm's growth objectives and their roles in achieving them
  • Client Assessment: A full review of the client list identified accounts that were resource drains. These clients were transitioned out, allowing the firm to focus on higher-value relationships
  • Pricing Structure: A new value-based pricing structure was implemented, ensuring services were priced appropriately for profitability
  • Sales Process: A lead source tracker was created to monitor lead flow and closing ratios. Scripts were introduced to streamline the sales and collections processes, improving efficiency and conversion rates
  • Cash Flow Management: By focusing on operational efficiency and reducing reliance on the bank credit line, the firm successfully navigated the slow season without dipping into external funding

The Results

In just 12 months, David's firm experienced remarkable growth:

Revenue Growth

$829K → $901K

2023 to 2024

Net Profit

$23.7K → $74.9K

More than tripled (+$51.2K)

Improved Efficiency

Team Empowered

Clear roles reduced David's workload

Stronger Client Base

Higher Margins

Value-based pricing, focused roster

Strategic Cash Flow

No Credit Line

First time navigating slow season without bank funding

Streamlined Processes

Predictable

New scripts and lead tracker in place

Reflections and Future Goals

At the end of the six-month engagement, I asked David what he loved most about his accounting practice after the transformation. His response: "I love growing the firm—especially now that I have the time to focus on that."

Ann H.

CPA Firm Owner | Toronto, Canada

Broke the 7-Figure Mark While Reclaiming Her Work-Life Balance

The Challenge

Running a thriving CPA firm serving small to medium-sized businesses, Ann had achieved $745,500 in revenue in 2022—but her success came at a steep personal cost.

Ann faced several critical challenges:

  • Extreme Overwork: Working 60 to 70 hours per week, juggling CPA responsibilities with overseeing bookkeeping tasks, managing marketing and sales, and onboarding new clients
  • High Staff Turnover: Constant employee churn added to her workload and prevented the business from scaling efficiently
  • Operational Bottleneck: Despite having a business manager, Ann was deeply involved in day-to-day operations and couldn't step away
  • Growth Vision: She wanted to add Coaching and Business Advisory Services to help clients achieve greater profitability while increasing her effective hourly rate

The Transformation

Ann partnered with Profitable Practice Pro to implement a comprehensive transformation focused on three critical areas: People, Processes, and Profits.

  • Streamlining Operations: Delegated day-to-day bookkeeping tasks to her team, optimized workflows with time management tools, and empowered her business manager to be the primary client contact for bookkeeping and billing questions
  • Improving Client Acquisition: Leveraged Google Ads and referrals from CPA firms that didn't handle bookkeeping, achieved a 70% close rate for prospective clients, and streamlined onboarding to hand off files quickly
  • Building a High-Retention Team: Created a structured hiring process prioritizing attitude and cultural fit, made the business manager the main reporting person for bookkeeping staff, and instituted regular team meetings plus the firm's first in-person team retreat
  • Expanding Service Offerings: Designed a complete framework for Coaching and Business Advisory Services, including pricing models and service delivery processes, and trained Ann to market and position these high-value services

The Results

Within two years, Ann's firm achieved remarkable financial and operational milestones:

Revenue Journey

$745K → $1.009M

2022 to 2024 - Broke 7-figure mark

Working Hours

60-70 → 40 hrs/wk

40% reduction in hours worked

3-Week Vacation

Europe 2024

Without contacting the office once

Staff Turnover

Significantly Dropped

New hires staying long-term

New Service Line

Advisory Services

High-margin Coaching & Advisory launched

Family Time

Reclaimed

Work-life balance fully restored

Ann's Perspective

"Working with Paul was a game-changer for me and my firm. I've not only reclaimed time for my family but also transformed my practice into a business that supports my lifestyle. The Coaching and Advisory Services have been a rewarding addition, both personally and financially. I feel more in control and optimistic about the future than ever before."

Ready for Results Like These?

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