Cash Velocity Checkup

Is Your Cash Moving as Fast as Your Business?

Most invoice-based businesses leave weeks — sometimes months — of cash sitting in their billing and collections cycle. Not because they’re careless, but because nobody’s mapped where the friction actually lives.

The Cash Velocity Checkup is a focused diagnostic that identifies exactly where cash slows down between the moment you deliver value and the moment you get paid.

Who This Is For

  • Manufacturers, wholesalers and distributors running $5M–$250M in revenue
  • Businesses with payment terms
  • Human services business
  • Teams using emailed invoices, manual invoicing, spreadsheet tracking, or check-based payments
  • Controllers and ops leaders who know cash flow could be better but aren’t sure where to start

What You’ll Learn

  • Where cash leaks — the specific steps in your billing-to-collection cycle that add unnecessary days
  • Quick wins — changes you can make in 30 days without changing your accounting or adding new technology
  • Infrastructure gaps — where your systems are creating friction vs. eliminating it
  • Benchmark comparison — how your cycle compares to similar businesses in your vertical

How It Works

  1. You fill out the form below
  2. We send you the Cash Velocity Check-Up. You answer 12 questions (10 minutes)
  3. We schedule a 20-minute call to walk through your current process
  4. You get a written summary with specific recommendations — whether or not we work together

No pitch deck. No “let me loop in my team.” Just a straight assessment from someone who’s spent 30 years designing and improving financial processes.