Stop Losing Profits to Broken Systems

Promises of seamless growth and profitability fall apart when generic advice and one-size-fits-all solutions fail to address the unique challenges of your industry. How many "quick fixes" have you tried, only to find yourself still grappling with cash flow issues and project delays?

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Discover strategies to manage and maximize your cash flow with our in-depth eBook, Checklist and workbook. Then, take the next step with a customized assessment to boost your business finances.

How long can your construction business survive with 98% of projects facing cost overruns exceeding 30%, and 77% projects running at least 40% late1?

How many times have you trusted CPA services or month-to-month fractional CFO contracts, only to find yourself stuck with the same cash flow issues, inefficiencies, and lack of real progress?

Here's the reality...

  • Limited Scope of CPAs: While CPAs excel in data analysis and ensuring compliance, they often lack the mandate or expertise to recommend and implement new technologies or operational systems tailored to your business needs. Their primary focus is on financial reporting and tax preparation, not on integrating innovative solutions that drive efficiency and growth.

  • Lack of Industry-Specific Expertise in Fractional CFOs: Not all fractional CFOs possess the specialized knowledge pertinent to your industry. This gap can lead to misinformed financial strategies that don't align with industry standards or fail to capitalize on sector-specific opportunities, ultimately hindering your business's growth and profitability.

  • Ineffectiveness of Short-Term Engagements: Pursuing quick fixes through short-term engagements typically fails to produce lasting, transformational change. True business transformation requires a sustained, strategic approach that addresses underlying systemic issues rather than temporary solutions that may only offer superficial improvements.

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The truth about business growth is its hard:

  • Project delays eating into profits

  • Cash flow gaps between project phases

  • Manual processes slowing down operations

  • Technology that doesn't integrate properly

  • ​Complex multi-state tax compliance

  • Supply chain and inventory bottlenecks

  • Rising customer acquisition costs

  • Data silos preventing growth

Most have a headache right about now, do you??

The reality of scaling a company is challenging, but with the right guidance, you're closer to success than you realize.

With the right guidance and support, you can achieve amazing results. But what does that actually look like?

In your business, you'll need:

Support that understands the challenges of your specific industry.

Customized and holistic approach to your company finances and implementing change.

Customized and strategic operational or technology recommendations and integration plans.

High-touch and long-term support to obtain the results you are looking for.

I've walked this path, transforming chaotic operations into streamlined, profitable powerhouses. Now, I've distilled that experience into The Blueprint to Profits: A 365-Day Transformation System, a program limited to 30 construction businesses seeking high-touch support to scale with minimal growth pains and achieve consistent profitability.

The Blueprint to Profits: A 365-Day Transformation System TM

Your blueprint for transforming chaotic operations into a scalable, profitable powerhouse.

The Details:

The Blueprint to Profits: A 365-Day Transformation System is limited to 30 dedicated entrepreneurs. Many participants choose to remain in the program for several years, leading to a waitlist and a selective application process for new members. We are specifically looking for individuals who manage construction firms, e-commerce businesses, or service-based companies. services.

Joining requires a commitment of at least 12 months, as tangible progress and momentum in these industries take time to build. Our goal is for you to recognize the immense value in the resources, coaching, and community we provide and decide to continue your journey with us!

We prioritize a consistent and dedicated group over a high turnover rate. This approach fosters a strong sense of trust and community among members. It's not a casual drop-in program. Our coaches invest wholeheartedly in the success of each member, and we look for the same level of dedication in return.

The program is founded on a three phase approach:

Immediate Stabilization

Operational Optimization

Sustainable Growth

#1

Immediate Stabilization

In this critical first phase, we focus on analyzing and stabilizing your business by addressing urgent financial and operational issues.

This includes:

  • Cash Flow Assessment: Identifying and eliminating cash leaks to improve financial stability

  • Operational Efficiency Audit: Pinpointing inefficiencies in your current processes and workflows

  • Technology Alignment: Evaluating your existing tech stack and recommending improvements

  • Customized Action Plans: Developing strategies to address identified problems and implement solutions

  • Weekly Financial Audits: Tracking progress and identifying areas for immediate improvement

  • Personalized Guidance: Daily access to expert advice via Voxer for urgent issues or support

  • On-Demand Strategy Calls: Addressing urgent issues as they arise

  • Management Coaching Sessions: Focused on implementing stabilization tactics and sharing best practices

Additionally, we host 'Insight Sessions' featuring members who share their specialized knowledge and experiences. Past chats have included insights from marketing specialists, social media experts, technology innovators, and more.

#2

Operational Optimization

Phase 2 is usually the hardest for both clients and their employees. No one likes change. We resist change for many reasons: fear of the unknown, attachment to familiar processes, and concerns about short-term disruptions, yet embracing adaptability innovation is essential to remain competitive in an ever-evolving markets.

AI and the technology that has come with it is changing every industry at a pace never seen before. The business that do not adapt will quickly find they are no longer competitive in these markets. That is where Phase 2 of our program comes in.

Building on the stabilization achieved in Phase 1, we now focus on refining processes, integrating technology, and enhancing financial systems to boost efficiency and profitability.

This includes:

  • Workflow Optimization: Streamlining key operational processes for maximum efficiency

  • Financial Systems Upgrade: Implementing robust financial reporting, tax compliance, and analysis systems

  • Project Management Enhancement: Improving project delivery timelines and resource allocation

  • Tech Stack Assessment: Evaluating current tools and recommending advanced solutions

  • Technology Integration: Adopting Building Information Modeling (BIM), drones, and smart building technologies to enhance project planning, monitoring, and execution efficiency

  • Industry-Specific Optimization: Implementing lean construction principles and specialized techniques for different construction sub-sectors, such as residential, commercial, or industrial projects

  • Supply Chain Optimization: Streamlining inventory management, order fulfillment, and logistics processes to improve efficiency and reduce costs

  • Tax Nexus Management: Implementing systems to track and manage multi-state tax obligations, ensuring compliance with varying state and local tax laws for online sales

  • Currency Risk Mitigation: Implementing sophisticated hedging strategies and real-time forex monitoring systems to protect profit margins on international projects and transactions

  • Automation Strategies: Identifying opportunities for automating routine tasks

  • Leadership Training: Enhancing management skills for your key team members

  • Communication Improvement: Strategies to bridge gaps between office and on-site teams

  • Performance Metrics: Establishing KPIs for financial health and operational efficiency

  • Personalized Coaching: Continued daily access via Voxer for guidance on implementation challenges

  • Regular Progress Audits: Assessing the impact of implemented changes

  • Management Coaching Sessions: Adjusting approaches based on real-time results and feedback

  • Monthly Management Planning: Structured sessions to align optimization efforts with business goals

Phase 2 is designed to transform your construction business into a well-oiled machine, setting the stage for sustainable growth and increased profitability. By optimizing operations and empowering your team, we prepare your business for scalable success in the next phase.

#3

Sustainable Growth and Scalability

Building on the strong foundations achieved in the earlier phases, we now focus on positioning your business for long-term growth and market expansion.

This includes:

  • Growth Strategy Development: Creating a comprehensive plan for sustainable expansion

  • Market Opportunity Analysis: Identifying new sectors or geographical areas for business growth

  • Process Scaling: Adapting successful operational models for larger projects and increased volume

  • Automation Enhancement: Expanding use of technology to support growth without proportional cost increases

  • Performance Metrics Refinement: Establishing advanced KPIs to track and drive long-term success

  • Support for Client Acquisition and Retention Strategies

  • Feedback Loop Implementation: Creating systems for ongoing optimization based on project outcomes

  • Executive Coaching: Enhancing leadership skills for managing larger, more complex operations

  • Talent Acquisition Strategies: Developing plans for attracting and retaining top industry talent

  • Advanced Financial Modeling: Implementing predictive analytics for more accurate long-term forecasting

  • Capital Structure Optimization: Strategies for accessing and managing capital to fuel growth

This phase is designed to transform your business into a scalable enterprise, capable of sustained growth and adaptability in a changing market landscape.

That’s the foundation of The Blueprint to Profits: A 365-Day Transformation System

What else is included:

This isn't a generic CFO or CPA service, nor is a quick fix - it's a complete system for transforming your business into a scalable, profitable operation.

  • Daily 1:1 CFO/COO access through the Voxer app

  • 20-25 "Pop-up" Calls as need

  • Weekly progress audits

  • 16 Group Coaching Sessions for key management staff as needed

  • Monthly Management planning meetings

  • Group Voxer channels

  • Weekly group calls on various topics

  • Access to all new content and exclusive training

Our program offers daily support, implementation, comprehensive and industry-specific expertise.

About Your CFO/COO

Amelia Lockhart, MBA, JD

Amelia Lockhart brings nearly two decades of expertise to the task of transforming underperforming businesses into efficient, profitable operations. As a seasoned financial and operations strategist specializing in construction and e-commerce, she delivers a comprehensive approach to business transformation that produces measurable results.

Her expertise as CFO extends beyond traditional financial management. She excels at identifying and eliminating profit leaks while building robust financial structures that support sustainable growth. Whether managing complex tax strategies, navigating international operations, or ensuring compliance across multiple jurisdictions, she implements practical solutions that protect and enhance bottom-line performance.

In her role as COO, Lockhart has refined the art of streamlining operations to maximize efficiency. She tackles the fundamental challenges that plague construction businesses: material procurement bottlenecks, inefficient crew scheduling, and resource allocation issues. By analyzing existing workflows and implementing targeted improvements, she helps businesses reduce waste, accelerate project timelines, and increase productivity across all operations.

Technology integration is at the heart of modern business transformation, and Lockhart is passionate about leveraging the right tools to drive success. She specializes in bridging the gap between traditional construction methods and cutting-edge solutions, from implementing comprehensive project management systems to developing custom AI applications that automate routine tasks. This technological expertise allows her to identify and correct integration issues that can cost businesses millions in lost productivity and missed opportunities.

What truly sets Lockhart apart is her commitment to hands-on partnership. She doesn't believe in delivering recommendations and walking away. Instead, she works alongside her clients' teams, understanding their unique challenges and implementing practical solutions that create lasting change. Whether businesses are struggling with supply chain inefficiencies, crew coordination challenges, or financial bottlenecks, she is dedicated to transforming operations into streamlined, profitable enterprises.

For construction or e-commerce businesses ready to reach the next level of success, Lockhart offers a powerful combination of proven financial strategies, operational expertise, and technological innovation to deliver the results needed to thrive in today's competitive market..

Some of Our Trusted Partners

The numbers speak for themself...

Management Technology Case Study

How Inefficient Systems Cost One Company $700,000+ Annually

Snapshot Assessment

During Phase 1 of our program, we conducted a focused review of a specialty metal fabrication company's management systems and workflows. This wasn't a complete company audit - we only looked at key management positions and their daily operations. What we found was striking.

Company Profile:

  • $10 million annual revenue

  • Custom metal fabrication for commercial and residential projects

  • Assessment focused on management team and core systems

The Hidden Profit Drain

A partial review of just the management team's workflows revealed that inefficient systems were costing over $700,000 annually - 7% of company revenue. This wasn't money spent on growing the business. It was overhead spent on working around poor systems.

What We Discovered in Phase 1:

Management Time Waste:

  • Project Managers (3): Each spending 10 hours weekly on data entry

  • Project Engineers (3): Each losing 10 hours weekly to paperwork


  • Manufacturing Engineer: 10 hours weekly updating different systems


  • Cost: $415,647 annually in non-productive management time

Shop Floor Leadership Impact:

  • Shop Foreman and Production Manager combined:

    • 30-40 hours weekly on manual planning and data entry

    • Cost: Up to $87,040 annually in overhead

Administrative Burden:

  • AR/AP Staff: 30 combined hours weekly on duplicate data entry

  • Cost: $45,263 annually in preventable overhead

Phase 2 Solutions

Based on our Phase 1 findings, we implemented targeted solutions:

Job Site Tracking Fix

  • Added geofencing app for accurate time tracking

  • Cost: $1,908 annually

  • Result: 90% reduction in job-costing errors

  • ROI: Over 1,500%

Financial Systems Overhaul

  • Moved to outsourced accounting

  • Added real-time financial dashboards

  • Annual Savings: $147,698

Process Automation

  • Streamlined AP/AR operations

  • Implemented expense management system

  • Annual Savings: $60,351

Key Message for Construction Business Owners

This wasn't a complete company audit. We only looked at:


  • Management team workflows

  • Core financial systems

  • Basic job site tracking


Yet even this limited review found:


  • $700,000+ in annual overhead costs

  • 200+ wasted management hours monthly

  • Systems paying for themselves in weeks


Think About Your Business:

  • Are your managers doing data entry instead of managing?

  • Do you have multiple systems that don't talk to each other?

  • Are you manually tracking job costs and time?

If you answered yes to any of these questions, you likely have similar profit drains in your business. The real question is: How much is it costing you?

Mission:

Path to Profits Consulting empowers business owners to achieve sustainable growth and profitability by providing expert financial guidance, strategic tax planning, and operational efficiencies. Through personalized coaching, technology-driven solutions, and a commitment to supporting diverse entrepreneurs, we help businesses optimize their operations and scale successfully, creating a path to long-term success and financial independence.


Vision:
To create a world where diverse entrepreneurs have the tools and knowledge necessary to optimize their operations and scale successfully. We believe that every business owner deserves access to expert guidance and resources that can lead to long-term success and financial independence. This vision guides our operations and decision-making, ensuring that we remain committed to supporting entrepreneurs at every stage of their journey. We aim to be a catalyst for change in the industry, providing innovative solutions that drive growth and sustainability. Ultimately, we hope to make a significant impact on the entrepreneurial community, fostering an environment where businesses can thrive. We invite you to join us in this vision, as we work together to create pathways to success for all entrepreneurs.

Next Steps...

If you're ready to stabilize your cash flow and optimize operations, we can implement strategies that will enhance your financial stability and streamline your processes.


If you're ready to implement cutting-edge systems and technologies, we will guide you in integrating advanced tools that improve efficiency and productivity across your projects.


If you're ready to develop a scalable growth strategy, we will work together to create a comprehensive plan that positions your business for long-term success in a competitive market.

You can apply now to see if you and your company are a fit for The Blueprint to Profits: A 365-Day Transformation System


1Changali, Sriram, et al. “The Construction Productivity Imperative | McKinsey.” www.mckinsey.com , 1 July 2015, www.mckinsey.com/capabilities/operations/our-insights/the-construction-productivity-imperative.

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The Blueprint to Profits: A 365-Day Transformation SystemTM

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