Profit Reimagined · Made for Good
A draft from our November 3 conversation, so we can look at it together and decide where to start. Nothing here is fixed yet.
We map the tools, spreadsheets and handoffs your team runs on today, starting from what you told us on November 3, and confirm it with you rather than ask you to write it. In the working session we walk through the weekly cash flow forecast and the month-end close on screen, write down how long each one takes today, and agree which of the four workflows below comes first.
Try Uplift Bridge as the replacement for Ignition. It is free until the first proposal is sent, so your team can load your services and test it with nothing at stake, and we can sit with whoever sets it up. This one does not wait on the map.
We build whichever workflow the session puts first, starting with one or two clients you choose as the test bed, and your team works alongside us so the result is theirs to run. The candidates are ranked below.
Roll the workflow out to more clients, add the next one on the list, and leave your team with the documentation and access to keep it running and growing without us in the room.
Phases 3 and 4 start only once the scope of work is agreed.
Ranked by the value you described against the effort we expect. The hours are the ones you gave us on the call; we will replace them with measured numbers in the working session.
| # | Workflow | Today | What changes | Value | Effort |
|---|---|---|---|---|---|
| 1 | Proposals: Ignition to Uplift Bridge | About $400 a month for a tool that is mostly unused and built for tax and bookkeeping firms. | A service library and proposal flow at a fraction of the cost, no payment processing, no per-user pricing. | Immediate saving, no build | Low: a trial and setup |
| 2 | Month-end close and reconciliation | About 10 hours for a simple client and up to two days for larger ones, every month: export from QuickBooks, run the Excel reconciliation, review the flags. | The export and reconciliation run automatically; your team audits only what is flagged, which you put at around 2 hours. | Highest: every client, every month, and the template already encodes the rules | Medium: automate the dump and the checks your workbook already does |
| 3 | Cash flow forecasting dashboard | 2 to 3 hours per larger client each week, pieced together from QuickBooks, the owner's pipeline sheet, bank balances and accrued project costs. | A multi-client workspace that loads the sources, runs your checks, flags the edge cases and shows a client-facing view, with a projected revenue module shaped per client. | High: weekly, and it is the piece no off-the-shelf tool gets right | Higher: projected revenue is different for every client |
| 4 | Receipt capture | Receipts missing or sent without a project; month-end chasing; QuickBooks capture unreliable. | A client snaps a receipt and voice-notes or types the project through WhatsApp, Slack, email or a light web app; an agent parses it and routes it to accounting. | High pain for clients and team | Medium, and it depends on one or two clients willing to try it |
Our suggestion: start the Bridge trial now, build the month-end close first, then the forecasting dashboard, then receipt capture with your chosen test clients. The working session can reorder this.
| Rhythm | What | Who |
|---|---|---|
| 90 min, date to set | Working session: screen-share walkthrough of the cash flow forecast and the month-end close; confirm the map; record the time baseline; pick the first workflow | Christina, Leticia, Senka, Maiya |
| Weekly, 30 min | Check-in once a build is under way: progress, blockers, questions | Christina + Made for Good |
| Async | Uplift Bridge trial, and the client and data access above | Profit Reimagined |
We can adjust this cadence to fit how Profit Reimagined prefers to meet.