The Cash-Flow Reality Check

One complete example, start to finish

This is everything the tool produces, on one set of numbers. Nothing is held back and nothing is summarized. If you want to know whether it is worth your time, read this instead of taking our word for it.

The shop below is made up. The numbers are typical of a two-truck mechanical contractor collecting around $160,000 in a quarter, with three people on payroll and the owner drawing separately. No real business is described here and no customer's figures were used. When you run the tool, it uses your numbers, and your numbers never leave your own browser.

What went in

A two-truck shop. Thirteen weeks. The owner took on a larger job than usual in week four, paid for the materials and the crew up front, and gets paid for it in week eleven.

InputValueHow often
Cash in the bank today$16,000
The floor they never want to go below$7,000
Payroll, per run$9,200every 2 weeks
Owner's draw$6,000monthly
Suppliers and materials, typical week$4,200weekly
The big job's extra materials, weeks 4–10+$1,300weekly, for 7 weeks
Everything else — insurance, fuel, phone, software$1,900weekly
Money coming insee belowentered week by week

Payroll runs every two weeks and the draw comes out monthly, so most weeks are quiet and a few are expensive. That is what puts the teeth in the curve below — and it is why a monthly average would have hidden all of this.

The curve

floor — $7,000
WeekMoney inMoney outBalance at the end
Today$16,000
1$13,400$6,100$23,300
2$13,400$15,300$21,400
3$12,900$6,100$28,200
4$11,900$22,600$17,500
5$10,900$7,400$21,000
6$10,400$16,600$14,800
7$9,900$7,400$17,300
8$9,900$16,600$10,600
9$10,400$13,400$7,600
10$10,900$16,600$1,900
11$22,000$6,100$17,800
12$13,000$15,300$15,500
13$11,500$12,100$14,900

Started at $16,000. Finished at $14,900.

In week 10 the balance touched $1,900, which is $5,100 below the floor they set.

Nothing on the bank statement at the start or the end of the quarter would have told them that.

What the free half says

Word for word, the three lines the tool puts under the curve for anyone, without paying:

You told me your plan is: "We took on a bigger job than usual and it pays in week eleven". The curve crosses your line: week 10 drops to $1,900, below the floor you set.

This isn't a distant projection problem — it's a specific week you can see coming.

The good news: you can see it now, while there's still time to change it.


The read This is the paid layer

Below is exactly what a member sees on these numbers. Seven reads fired, in the order the tool ranked them. Nothing has been tidied, shortened or reordered.

First, the five questions it asks you

The free curve runs on the numbers. The read needs a little more, and the asking is half the point — most owners have never been asked these. Here is what our made-up shop answered.

The questionTheir answer
Your biggest customer is what share of collections?45%
Does a big customer routinely pay you late?Yes
Where does your cash-sales number come from?A rough guess
Is "suppliers & materials" a variable cost (scales with sales)?Yes, it should scale
These 13 weeks are your…Normal stretch

Are you getting better, or getting worse?

Getting worse. The trend slopes down about $1,095/week. At this rate the trend line reaches your floor around week 15 — even though every week here still clears it.

What I see in your numbers

Watch this

The endpoints look fine. The middle doesn't.

Your cash ended $1,100 lower than it started. Check today against thirteen weeks ago and you'd call that steady, and you'd be wrong. In week 10 you're at $1,900 — $5,100 under your floor. The endpoints don't tell the story. The journey does.

The moveStop managing cash by the bank-balance snapshot. Watch the low point, not the endpoints. "Now versus then" is two dots — the week that ends you lives on the line between them, and week 10 is that week.

Fix this

Your floor can't cover your biggest bill

You can't hold a floor of $7,000 when one payroll run is $9,200. One slow week of collections and the floor is already gone.

The moveSize the floor to your biggest hit — at least one payroll, ideally 1.5–2×. A floor that can't cover payroll isn't a floor.

Watch this

Your draw is on a schedule your cash isn't

You take $6,000 a month, and that is the right way to do it. But the draw in week 9 came out a week before your thinnest week, and week 10 landed $5,100 below your floor. The money was already spoken for; the calendar just didn't know it.

The moveMove the draw to quarterly until the low point clears your floor. It is the one large payment you control by yourself, today, without asking anybody. Take it after the money is in the bank, not before. Then put the difference somewhere you have to make a decision to get it back.

Good sign

Your variable cost actually varies — good

Suppliers & materials moves with your weeks now instead of sitting on a plug. That's honest cost behavior — and it's what makes the common-size read below worth trusting.

The moveKeep it tied to sales. When collections dip, this should dip with them.

Your leverage

Materiality, not materials

Over these thirteen weeks, suppliers & materials is $63,700 — 39% of everything going out, and 40% of everything coming in. That is your single biggest piece of leverage, and it is the one most owners never touch. Cost certainty comes from knowing your material costs cold, and I mean materiality, not materials.

The moveWork that line, don't just pay it. Treat it as an open negotiation — price, terms, lead times, reliability — and treat it that way permanently, not once when you signed up. A few points on 39% of your spend beats a month of cutting small things.

Fix this

The direction is down — a slow bleed

The lowest week doesn't tell you if you're in trouble — the direction does. Your cash is drifting down about $1,095 a week. That's a slow bleed, and you catch it now while there's still room.

The moveManage the slope, not the low point. A downward drift means a structural leak — costs creeping, margin slipping, or draws too high. At this rate the trend line reaches your floor around week 15 — even though every week here still clears it.

Fix this

This forecast is a bet on one customer

If one customer is 45% of your collections, this whole 13 weeks is really a bet on them not slowing down. That's not a forecast — it's a single point of failure with a smile on it.

The moveWiden the base. Run the numbers again assuming that customer pays 30 days late — and start the work of not needing them this much. (This is the Concentration Risk check.)

The whole quarter, as a CFO reads it

Every line totaled across 13 weeks, and — the part owners skip — each one as a share of the cash that came in. The big percentages are where your leverage is.

Line13-week total% of cash in
Opening cash (today)$16,000
Cash in (collections + cash sales)$160,500100%
Payroll-$55,20034%
Suppliers & materials-$63,70040%
Owner's draw-$18,00011%
Everything else-$24,70015%
Net change in cash-$1,100-1%
Ending cash (week 13)$14,900

Opening $16,000 plus the net change of -$1,100 lands at $14,900. The statement ties — the picture is internally honest.

If I were you, in this order

  1. Manage to the week-10 low point, not to the opening and closing balance.
  2. Raise the floor to cover at least one payroll ($9,200+).
  3. Move the owner's draw from monthly to quarterly until the low point clears the floor.
  4. Reopen the suppliers & materials relationship (39% of outflows) as an ongoing negotiation.
  5. Find the structural leak behind the downward drift (costs, margin, or draws).
  6. Reduce reliance on the 45%-of-collections customer; stress-test a 30-day delay.

One thing the read doesn't say, and why. Payroll is $55,200 over the quarter and it is never offered as a place to cut. That is deliberate, and it is ours, not the tool's: payroll isn't a negotiation, it's people, and a read that tells you to squeeze it is a read that hands you advice you shouldn't take.

That's all of it

Every read, every question, every figure and every move above is what the tool actually produces on these numbers — transcribed from a real run, not written for this page. Seven reads fired and all seven are shown. The only words on this page that are ours and not the tool's are the framing, and the note about payroll just above.

The free half draws the curve on your numbers and tells you where the thin week is. The membership adds the read you just finished reading — the five questions it asks you, which costs are your leverage, the whole quarter as a statement, and your moves in order — and it refreshes every time your numbers change.

Run it on your own numbers — free

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These tools are free. Your numbers never leave this page — nothing is sent anywhere, and we couldn't see them if we tried. Your figures are gone when you close the tab. The newsletter is a separate thing, and entirely your call.