It’s already in your numbers. Growth Advisor ranks every opportunity by dollar impact on your QuickBooks data or P&L, then assigns each to a named team member. Your AI Growth Advisor supports them. We verify the results. See your Profit Opportunity Report, free.
None of it means you're running the business badly. All of it lands on your margin. The fix starts with seeing exactly where the profit leaks.
of US small firms reported rising costs, tariff costs, or both. Of those firms, 76% passed some costs on to customers and 60% absorbed some.
Source: Federal Reserve Small Business Credit Survey, 2026
of Canadian small businesses name weak demand as their top constraint. In the US, finding customers and growing sales is the most common challenge.
Sources: CFIB, September 2026; Federal Reserve, 2026
of US small businesses have invoices 30+ days overdue, up from 47% a year earlier. Picture a $3M business that bills on credit terms. Getting paid 5 days sooner frees about $41,100 in one-time cash (illustrative).
Source: QuickBooks Late Payments Report, 2026
Each pressure is also a lever. Growth Advisor finds the dollars in all three. Then it gets your team to capture them.
The Profit Leak Snapshot is a quick check. You answer six questions in a short chat. You get the dollar value of each opportunity we find. You don't need an account or a QuickBooks connection.
A short chat about your business. It takes about 3 minutes.
Each profit leak we find comes with a dollar value, so you know where to look first.
The Snapshot shows you where. The free 7-Day Sales and Profit Sprint shows you what to do about it.
Free · No account · No QuickBooks needed
Your free Sprint finds your first 2/2/2: +2% sales, −2% cost of delivery, −2% overhead. Membership aims higher, at 6/5/5. You repeat it for as long as you're a member.
Here's what happens on a $3M business at a 10% net margin when sales rise 6%, cost of delivery falls 5% and overhead falls 5%.
| Scenario | Revenue | COS/COGS | Overhead | Net Profit | Cash Flow ↑ |
|---|---|---|---|---|---|
| Baseline | $3,000,000 | $1,500,000 | $1,200,000 | $300,000 | — |
| +6% Sales | $3,180,000 | $1,500,000 | $1,200,000 | $480,000 | +60% |
| −5% COS/COGS | $3,000,000 | $1,425,000 | $1,200,000 | $375,000 | +25% |
| −5% Overhead | $3,000,000 | $1,500,000 | $1,140,000 | $360,000 | +20% |
| All Three Combined | $3,180,000 | $1,425,000 | $1,140,000 | $615,000 | +105% |
Illustrative example, if achieved. Actual results vary by business.
Three client results from different types of business, each measured over 12 months against a baseline set at the start. Client names are confidential.
Client names are confidential. Figures are annual. Results are specific to each business. Actual results vary.
Most tools do one job. Reporting tools show your numbers. Collections tools chase invoices. Agencies run campaigns. Growth Advisor ranks every opportunity in dollars, assigns it to your team, and verifies the result in QuickBooks.
Connect QuickBooks (read-only) or upload your P&L, and set your industry. Intuit has reviewed and approved our QuickBooks connection. Your baseline is ready in about 10 minutes.
Your AI Growth Advisor ranks every opportunity by dollar impact on your actual numbers, not industry averages.
Each person gets ranked tasks and two emails a week, matched to their role. Your AI Growth Advisor supports each one. You stop being the bottleneck.
Results are tracked against your baseline in QuickBooks, not estimated. You get a monthly Health Score and a Quarterly Business Review.
The weekly emails match four roles: Sales & Marketing, Finance, Operations, and Owner/Founder/COO/CEO. They go only to team members who register in Growth Advisor as part of your team. Package clients' teams receive them too.
Every recommendation is built from your actual P&L, not templates. The levers range from selective price increases and discount leakage to supplier renegotiation, deposits and late-payment fees. The Sprint runs a full diagnostic. Membership unlocks all 455+ levers to act on.
Your AI Growth Advisor is the lead agent. It ranks your opportunities, drives your cost-reduction levers directly, and supports each person on your team. It will also direct four specialist agents who take action for you. Every number comes from your QuickBooks data. You approve anything before it reaches a customer.
Ranks every opportunity by dollars. Supports each person on your team with the next step. Directs the four specialist agents as they come online.
Four specialist agents
"I turn your happiest customers into your next ten leads. No awkward ask required."
"I spot which clients are ready for more, and get the right offer in front of them."
"I show you how much volume a price increase can lose before it stops paying. I watch the numbers after you raise."
"I match reminders and payment terms to each customer's margin and history. You approve every message before it goes out."
The four specialist agents are coming soon. They're included in every membership, with no separate setup and no extra seats to buy.
Our team can run your marketing: SEO/GEO, PPC and Meta Ads. Growth Advisor tracks the results against your books.
Every full-service package includes the Delivery Guarantee: the work is delivered on schedule, exactly as scoped. Growth Partner adds Growth Advisor Profit Assurance. If your team does its part and verified profit still falls short, we make it right under the written terms provided at purchase.
Most marketing reports show clicks, impressions and rankings. They don't show whether any of it reached your bank account. If you've run campaigns and couldn't tell whether they worked, you're not alone.
We tie marketing spend to the revenue in your QuickBooks, not a platform's own dashboard. You see what each channel returned, including campaigns that didn't move your numbers. That's what makes it verified, not just reported.
Visibility in search engines and AI answers, tracked to real inquiries and the invoices that follow. Not just rankings.
Paid search campaigns, tracked against the invoices in your books.
Facebook and Instagram ads, tracked against the invoices in your books.
Ten marketing case studies, each with the strategy behind the numbers.
Results are specific to each business and the period shown. Actual results vary.
Already have people in these roles? Growth Advisor gives them one shared system. Don't have them yet? It can help cover some of the same ground at a different price point. It doesn't replace an accountant or financial advisor.
Approximate monthly cost ranges for outside help. Actual costs vary widely by provider and scope.
| Outside Help | Typical Monthly Cost | Typical Focus |
|---|---|---|
| Fractional CMO | $8,000–$15,000 | Marketing strategy and advice |
| RevOps Consultant | $6,000–$12,000 | Systems and process build-out |
| Fractional CFO | $5,000–$10,000 | Financial reporting and planning |
| Growth Advisor | Starts at $597/mo | Gives your team a shared plan and weekly steps. Done-for-you marketing available. |
A documented, QuickBooks-verified record strengthens every financing conversation. In the US, only 42% of small firms that applied for financing received the full amount, and 22% received none (Federal Reserve, 2026). In Canada, most small businesses that apply for debt financing are approved. The question is price and terms.
Each month, Growth Advisor turns your results into a Health Score and a Quarterly Business Review, verified by QuickBooks. The Capital Portal then turns that record into AI-written narratives you can share with lenders, investors and acquirers, built from your real numbers. Growth Advisor doesn't arrange financing. It gives you the verified record to bring to the conversation.
Run the free 7-Day Sales and Profit Sprint. You get a Profit Opportunity Report built from your own numbers. It shows the 2/2/2 opportunities in your business: +2% sales, −2% cost of delivery, −2% overhead. On a $3M business at a 10% margin, that's about $114,000 a year if achieved. The Sprint is meant to cover part or all of your membership. Then go after more with membership, or have our team do it for you.
No card · No commitment · If we can't find it, you owe nothing
Want a quicker look first? Get your 3-minute Profit Leak Snapshot.
Run the platform yourself, or bring in our team to execute alongside it.
A complete Profit & Sales Diagnostic with your AI Growth Advisor. It gives you a documented breakdown of where your hidden profit opportunities are sitting.
All 455+ levers, unlimited AI, full team accountability, capital readiness.
For scale: on a $3M business at a 10% margin, the 2/2/2 opportunities from your Sprint are worth about $114,000 a year if achieved. Total membership starts at $7,164 a year.
Single-channel marketing execution, run for you and verified through Growth Advisor.
Multi-channel marketing execution, run for you and verified through Growth Advisor.
Full-stack marketing execution, run for you and backed by our two guarantees.
Yes. No card and no auto-billing. You get a full Profit Opportunity Report either way. You owe nothing if it doesn't show real opportunity.
The Snapshot is a free 3-minute check. You answer six questions in a short chat and get the dollar value of each opportunity we find. You don't need an account or a QuickBooks connection. It shows you where profit may be leaking. The free 7-Day Sales and Profit Sprint goes further. It builds a Profit Opportunity Report from your own numbers, with specific steps to act on.
They're your profit targets. 2/2/2 is +2% sales, −2% cost of delivery and −2% overhead. These are the opportunities the free Sprint identifies in your business. 6/5/5 is the larger membership target: +6% sales, −5% cost of delivery and −5% overhead. Membership repeats it on a recurring basis for as long as you're a member.
The Sprint runs the diagnostic and identifies your 2/2/2 opportunities. Membership unlocks all 455+ levers, unlimited AI and monthly execution support to go after the bigger 6/5/5 target.
Membership gives you and your team full access to the platform. You run it yourselves. A full-service package adds our team doing the marketing work for you, on top of the same Growth Advisor verification layer.
Each team member who registers in Growth Advisor gets two implementation emails a week, matched to their role: Sales & Marketing, Finance, Operations, or Owner/Founder/COO/CEO. Each email is one specific step to carry out. Package clients' teams get them too.
No. Your AI Growth Advisor is your lead agent, and it's available now. Your four specialist agents (Audrey, Jack, Leo and Naomi) are coming soon and will be included in every membership. They work under your AI Growth Advisor on referrals, cross-sell, pricing and collections. The full-service packages are a separate layer. Our team runs your marketing.
Every number comes from your QuickBooks data, not estimates. You approve anything before it reaches a customer.
It's included with every membership and every full-service package. For full-service packages, the marketing work we do for you is delivered on schedule, exactly as scoped. If it isn't, we make it right under the terms provided at purchase.
It's included with the Growth Partner package. If your team completes its part and verified profit still falls short, we make it right under the written terms provided at purchase.
Yes, read-only. Our QuickBooks connection has been through Intuit's review process and approved by Intuit. That upgrades you from manual estimates to numbers verified against your accounting data. You can disconnect at any time.
No. Growth Advisor doesn't arrange financing. It builds a monthly record of your improvement, verified against your accounting data, so you have a stronger story for lenders and investors. The Capital Portal turns that record into AI-written narratives you can share with them. Better profit and faster payment also free up cash inside your own business.
About 10 minutes to set up. Your Profit Opportunity Report follows, then a light monthly touchpoint with your team.
We guide your team monthly and work from your actual numbers, never templates. See your own Profit Opportunity Report free in the 7-Day Sales and Profit Sprint before you decide. Or have our team execute it for you.
See where your business is leaking profit in 3 minutes, with a dollar value on each opportunity.
Six client results: net profit up 39% to 152% over 12 months. See the case studies. Client names are confidential.
Ready for more? Start My Free 7-Day Sprint