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The Trapped Capital Playbook
The 6 places capital is trapped in your operations — how to size each one from your own numbers, and how to keep the savings once you have them.
📩 Sent free to your inboxWhat Your P&L Doesn't Tell You
Your P&L can't tell you what your capital earns. This shows you how to work it out, with the nine questions we ask on a first call and four rules for judging any advisor, us included.
📩 Sent free to your inboxAuto-Renewal Notice Calendar
Never get locked into another auto-renewal. Track every contract's renewal date and cancellation-notice deadline in one place — so you renegotiate on time, not too late.
📩 Sent free to your inboxCost Benchmark Cards
A structured template for benchmarking what you actually pay — built to compare against real, sourced numbers instead of the stale "averages" floating around online.
📩 Sent free to your inboxMerchant Statement Calculator
Drop in your total fees and card volume to reveal your true effective rate — the one number that shows what card processing really costs you.
📩 Sent free to your inboxMerchant Statement Decoder
A plain-English guide to reading a card-processing statement and finding the fees you're actually paying — starting with your real effective rate.
📩 Sent free to your inboxSaaS License Waste Worksheet
Spot the software seats you're paying for but nobody uses — and see how much cutting them puts back on your bottom line.
📩 Sent free to your inboxThe Calendar Mileage Log System
Turn the calendar you already keep into an IRS-ready mileage log. No new app and no double entry; the record starts the moment you book the meeting. Includes the ready-to-use log template with current IRS rates built in.
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