48 ADVISORY GROUPWisconsin rooted · Business focused
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Business strategy & growth, for owner-operators

What changed.
Why.
What to decide.

48ag plugs into your financials, your projects, and your marketing: three systems that never talk to each other. Every month you get one page that answers all three. The kind of review you'd forward to your banker.

Book a discovery call

Not a dashboard tool.
Not a bookkeeper.

48ag
48ag Workspace
Overview
Cash forward
Unit economics
Marketing
Reviews
Decisions
Sources
QuickBooks
Asana
HubSpot · GA4
Settings
Overview
March
All sources
Monthly
Scorecard
March operating metrics
Cash runway
+0.4
7.2 mo
Revenue, MTD
$412k
Gross margin
-2pt
38.4%
Pipeline coverage
+0.3
2.8×
Cash & revenue
Trailing 31 days, all systems reconciled
Mar 1Mar 5Mar 9Mar 13Mar 17Mar 21Mar 25Mar 29Mar 31
Mar 1
Revenue$24k
Cash on hand$168k
Mar 1
This month's findings
From the operating review

What changed: Margin slipped two points. Two underbid installs, both quoted during the February rush.

Decide: Rebid the Harmon contract before April. Pause branded search; move budget to referrals.

Your systems don't talk to each other.
We make them testify.

QuickBooks, Asana, HubSpot: each one reporting alone. Our engine pulls all three into one reconciled picture, and the month ends in a single page.

Works with whatever you already run.

QuickBooksAccounting
XeroAccounting
AsanaProjects
monday.comProjects
HubSpotCRM
Google AnalyticsAnalytics
StripePayments
GustoPayroll

No integrations to install, no new software to learn. You export once a month; if it produces a CSV, spreadsheet, or PDF report, we can read it.

Five questions, answered every month.In writing, from your own numbers.

  1. Am I going to run out of money, and when?

    Cash forward, not cash today. A dated answer, updated monthly.

  2. Am I actually making money on the work we're doing?

    Margin by project and by client, after the hours nobody tracked.

  3. Is my marketing spend turning into revenue, or just activity?

    Spend traced through pipeline to closed work. Clicks don't count.

  4. What changed since last month, and why?

    Not a variance column. The cause behind the number.

  5. What are the 2–3 decisions in front of me?

    Each with a recommendation, and a record of what you decided last time.

Your side of it is small.

Drop your exports

Once a month, you drop exports from your accounting, project, and marketing tools into a shared folder. About fifteen minutes. No new software to learn.

We run the analysis

We push everything through our analysis engine and read the output against your goals, your thresholds, and what we told you last month.

You get the review

A one-page operating review plus a live dashboard in your workspace, and a quarterly strategy session with us to work the bigger decisions.

Plenty of reports.
No synthesis.

We work with owner-operators of $2–20M service and project businesses: the ones with a bookkeeper, a project tool, and a marketing agency, each producing reports that never add up to an answer.

If you already have a CFO who reads across all three and tells you what to decide, you don't need us. If that person is you, at 9pm, with six browser tabs open: that's who this is for.

About the name: 48 is for 1848, the year Wisconsin became a state. AG is Advisory Group. Midwest plain talk, applied to your numbers.

Book a discovery call

Thirty minutes. Bring your last P&L if you like; we'll tell you what we'd look at first.

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Book a discovery call

Prefer email? hello@48ag.com