Provided business and financial education to help the founders of a moving company track and manage their business.

Our client was a husband and wife team that founded a moving company. They hired us at the critical stage where they were covering costs but knew that they needed to scale to make it work for them.

The Situation

Our client had been building up their moving company for several years, and while understood the business really well wee stuck to go beyond just breaking even. Their struggles included employee/contractor turnover, unfamiliarity with budgeting and planning, and positioning themselves well in the market.

Our Process

AngelytiX firstly had the client's books cleaned at a discount with one of our bookkeeping partners, Bench.co, so that all aspects of the business could be measured and kept track of. Once we had clean data we helped create a forward looking picture to use as a budget, a KPI system tied into compensation, and a hiring / scaling plan that they could understand. We then moved on to discussing marketing and pricing so that they were well positioned in the market and understood the philosophy behind it so that they could execute on their own.

Within a short period the operations were easily managed because processes were understood and clearly tracked. A budget was in place and clear targets across departments were identified to keep the founders focused.

The Results

Within a short period the operations were easily managed because processes were understood and clearly tracked. A budget was in place and clear targets across departments were identified to keep the founders focused. This shift in ability to manage resulted in their first year of being able to take a salary out of their business while growing it by 45%.

Overall Timeline

7 months