Momentum in Action: Real Client Success Stories
AcePro Plumbing Co
This family-owned plumbing contractor was stuck at an 8 percent gross margin and a 60-day cash-conversion cycle that left crews idle between pay cycles. After we rebuilt their job-costing around task bundles, embedded progress-billing rules in QBO, and renegotiated vendor early-pay discounts, AcePro’s margin climbed to 18 percent and the cash cycle flipped to a 27-day surplus, unlocking $310 K in working capital within a year.
Skyline Comfort HVAC
Rapid growth in service contracts masked a leak: unbilled call-outs and warranty callbacks were dragging profits to 5 percent. We integrated a field-tech app with our Scoreboard for real-time labor capture, right-sized the warranty reserve, and repriced tiered maintenance plans using value-based metrics. Nine months later, net profit hit 12 percent, unbilled labor fell 74 percent, and $420 K in cash was freed for fleet upgrades.
Stone & Skillet Bistro
Food costs had crept past 38 percent, causing weekend cash crunches and sporadic owner draws. Menu-engineering (star vs. plow-horse) repositioned dishes, vendor orders were synced to prep cycles, and a tip-credit labor-scheduler flattened payroll spikes. Eight months later, food cost sat at 29 percent, the weekly cash buffer swung from –$3 K to +$15 K, and the owner’s salary was back on autopay.
Overland Freight Solutions
With carrier payables due in 15 days and shipper terms at net-45, this 3PL eked out a 3 percent margin and shelled out for factoring. We built a dynamic pricing engine tied to spot-market rates, introduced an early-pay exchange with top shippers, and wired a weekly cash-flow waterfall into the 7 × 7 Scoreboard. Ten months on, gross margin reached 8 percent, the payables gap narrowed to just two days, and factoring fees shrank by $2.4 M a year.
RiverRun Logistics LLC
This regional LTL carrier was waiting 52 days to get paid while volatile diesel prices squeezed cash. Automating POD uploads for same-day invoicing, indexing fuel surcharges weekly, and repricing low-utilization lanes cut DSO to 33 days. In just six months EBITDA jumped by $1.2 M annualized, and reliance on the credit line dropped 65 percent.
