Free Tools

Your Own FREE Personal Business Review

Schedule a private, 1-on-1 30-minute call with Phil to review together anything in your business that you’d like.

Walk away with actionable steps tailored to your business.

No cost, no obligation, no pressure, no selling. Just an opportunity for me to get to know you and for you to walk away with some free, valuable, personalized insight into your own business. If you find our call valuable, consider joining the 1in20 program. Thank you, I look forward to chatting with you.

Phil Black

Which Would Benefit YOU The Most?

P&L Review

Cash flow issues? Curious how you’re benchmarking? What’s a P&L? Do I need an accountant? Want to reduce overhead expenses? Is your gross margin “good”?
We’ll review your P&L and answer all of these questions and more
You’ll also get a copy of the exact Chart of Accounts I use and recommend (took years to get this right)

Business Systems Review

Missing SOPs? What is an SOP? What happens, exactly, by who, when you get a new lead? Do you job cost? Are you getting at least 50% of your customers to leave a 5-star review? What interview questions do you ask? How is your CRM system set up?
We’ll review and start building out systems within your business. Systems are easier to manage than individual people. How does your team know which systems to follow and how?
You’ll also get a complete list of all systems I use in my own construction companies

Finance & Tax Strategies

Salt FTE taxes. Wash sales. S Corps. 2/7ths salary rule. Tax Loss Harvesting. Is it too late to invest in stocks, crypto or AI? QBI. Bonus depreciation. Expensing part of your home. Loan interest. Augusta rule. Have no idea what half of these are? That’s ok for now, but you are losing out on tax savings opportunities.
Immediately see an ROI with tax strategies for your business and personal finance tools for you and your family.
Gain a deeper understanding of personal finance and tax strategies and how to apply them to your business and your finances.

Sales & Marketing

Not enough leads? Too many leads? Poor quality leads? Are you spending enough on marketing? Too much? What is your “brand”? Where are you advertising? Is only word of mouth OK? What’s a qualified lead? What’s your conversion rate?
We’ll take a look at your current marketing efforts (and it’s ok if it’s none), your sales intake process, your sales presentation, follow-up strategy.. all of it.
You’ll walk away with practical insights you can implement immediately.

Org Chart & Your Team

How many hats are you wearing? Is it time to delegate? How can you afford that? What are you forgetting or forgoing? Who, specifically, is supposed to do what, specifically? Do you have a hiring process?
We’ll dive deep into who is wearing what hats in your company, where the bottlenecks are, and start building your dream team. You can’t do this alone.
You’ll get personalized insight into your own business and your own team. Also included is our own org chart and how I have it set up – we’ll customize it for your business.