WAYS TO WORK WITH FRIDAY
Friday helps established business owners understand what’s driving financial performance, where there’s room to improve, and what deserves attention next.
The Friday Lab is our signature engagement and the best place to start. For specific challenges or opportunities for growth, we also offer focused consulting, workshops and programs.
Go beyond the numbers to understand how your business is really performing.
THE FRIDAY LAB
Understand what’s really happening in your business — and what to do next.
The Friday Lab is an in-depth, one-on-one engagement for established businesses that want to understand what’s driving their financial performance, what’s holding them back, and what to focus on to improve results.
Using our Profit, Cash & Resilience framework, we look at what drives earnings, where cash goes and whether there’s enough to meet ongoing needs, and how well the business can handle setbacks and support what comes next.
We bring the financial and operational details together, then walk through the findings, recommendations, and priorities with you in a Findings Session.
THE LAB MAY BE A FIT IF:
- Profit isn’t where you expected it to be.
The business is busy or growing, but the results aren’t following.
- Cash feels tighter than it should.
You’re profitable on paper, but not seeing it translate into cash.
- You’re not sure what’s really making money.
You want to understand where profit is being generated and where it may be getting lost.
Your business is established. But the financial picture
isn’t as clear as it should be.
- You want more financial flexibility.
More room to save, invest in what matters, or handle the unexpected down the road.
- Growth has added complexity.
More revenue, people, locations or moving parts haven’t necessarily created better financial results.
- You’re facing a significant decision.
Expansion, investment, pricing or another big move requires a clearer understanding of the financial picture.
WHAT HAPPENS IN THE LAB
We dig in. Then we help you figure out what matters.
The Lab starts by understanding your business and what matters to you. From there, we analyze the financial and operational information, identify the most important findings, and turn them into a focused plan for what to do next.
UNDERSTAND
Learn how the business works, what matters to the owner and how its operations are reflected in the financials.
DIAGNOSE
Apply our Profit, Cash & Resilience framework to understand what's working, what's getting in the way, and why.
PRIORITIZE
Identify the findings, risks and opportunities that could have the greatest financial impact and determine where to focus first.
ACTION
Turn those priorities into clear recommendations, financial targets and practical next steps for moving forward.
WHAT YOU WALK AWAY WITH
A clear picture of your business - and what to do next.
The Lab brings together what we learn through Profit, Cash & Resilience into a focused set of findings, recommendations and priorities—so you understand what matters, why it matters and what to do next.
YOUR LAB DELIVERABLES
PROFIT ASSESSMENT
Understand where profit is being created or lost, what’s influencing the results, and where the greatest opportunities for improvement may exist.
PROFIT-TO-CASH BRIDGE
Understand how profit is—or isn’t—turning into cash, where cash is being absorbed, and which factors are having the greatest impact.
RESILIENCE ASSESSMENT
Understand how prepared the business is to absorb setbacks, make investments and support what comes next—including scenarios around the decisions and risks that matter most.
FINANCIAL ACTION PLAN
A prioritized set of recommendations, financial targets and next steps focused on the areas that can make the greatest difference.
THE LAB CULMINATES IN
FINDINGS + DECISION SESSION
The most important part of the Lab happens together.
We’ll walk through what we found, what it means for your business, and where we see the biggest opportunities. Then we’ll work through the recommendations together—answering questions, considering tradeoffs, and getting clear on what makes sense for your business and where to focus next.
Then, you decide what comes next.
The Lab is designed to leave you with a clear path forward. Take the plan and move forward with your team—or, if you need help with a specific recommendation, Friday can step back in for focused support.
How well is your business performing?
Take our free 3-minute check-in to see where your business is strong, where there may be room to improve, and what deserves a closer look.
The Check-In gives you a starting point. In the Friday Lab, we analyze your financials and operations, walk you through what we find, and identify the priorities for what to do next.
Ready to discuss the Lab? Get in touch→
FOCUSED CONSULTING
Have a financial project, challenge, or decision that you could use some help with?
Friday takes on select project-based consulting engagements when you need experienced financial thinking, additional capacity, or hands-on help with a specific area of the business.
That might mean: building a better way to plan for cash, strengthening financial reporting and forecasting, working through an important business decision, or helping your internal team build stronger financial capabilities.
OTHER WAYS TO WORK WITH FRIDAY
LEARNING & PROGRAMS
Build the skills to think about your business like a financial strategist.
You don’t need to become an accountant to make smart financial decisions. Friday’s workshops and programs help business owners understand what to look for, what questions to ask and how to use financial information to make better decisions.
Workshops + Office Hours
Join Friday for live learning opportunities on specific financial topics to one-on-one Office Hours for working through a question or decision in your own business.
Small-Group Programs
Build financial decision-making skills over multiple sessions, with time to learn, apply concepts to your business and work through challenges with other owners.
For Organizations & Business Communities
Bring practical financial education to your chamber, association, bank or business community — as a single workshop or multi-session series.