Weekly Financial Intelligence
OwnerBrief connects to QuickBooks and delivers a plain-English financial brief every Monday morning — the insights your reports show you but never explain.
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Owner Brief
Week of April 7, 2025
You had your best revenue quarter in 18 months. You should feel better about it than you do.
April gross revenue hit $171,400 — up 11% from March and tracking ahead of your $2M annual run rate. On paper, strong.
But your effective hourly rate dropped to $187 from $212 in February. You're delivering more hours to earn roughly the same margin. The work is growing. The profitability per hour isn't keeping pace.
One client — Meridian Group — represents $58,200 of this month's revenue. That's 34% of your April billings from a single relationship. If that engagement pauses, your May looks like a completely different business.
Your accounts receivable has two accounts sitting past 45 days — combined $31,800 outstanding. Neither is at crisis level today. Both become a payroll conversation if they slip another 30 days.
Schedule a scope review on your three largest retainers before May 1st. Your delivery hours are up 18% quarter-over-quarter. Your retainer pricing hasn't moved. That gap is where your margin is going.
Connected to QuickBooks · Generated April 7, 2025
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Every week, OwnerBrief pulls your numbers, finds the patterns that matter, and writes your brief.
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