I help small businesses see where the money is going.
I analyze your P&L, find the leaks, and build simple custom tools so you can track profitability, staffing, and leverage in real time — without needing a finance degree.
From “I think” to “I know” in your numbers.
Small changes in pricing, labor, and mix can mean thousands on your bottom line. We’ll make them visible.
What I help you build
P&L Deep Dive & “Where’s the Money?” Review
I walk your P&L line by line, highlight what actually moves profit, and translate it into normal language and clear, prioritized actions.
- Identify profit leaks & bad habits
- Spot underpriced work & unprofitable offers
- Simple list of “do these 3 things first”
Custom Profitability Dashboards
Excel-based or Google Sheets tools built around your business (not generic templates). Daily, weekly, and monthly views that tell you if you’re on track.
- Live labor & margin tracking
- Product / service profitability
- Simple visual red / yellow / green indicators
Staffing & Leverage Planning
Tools to decide who to hire, when to hire, and what roles actually move the needle on profit instead of just adding payroll.
- Role-by-role cost vs. value view
- Break-even and capacity models
- “If I add 1 more person, what happens?” tools
Cash Flow & Scenario Planning
See what happens to your cash if sales dip, rent goes up, or you launch a new service. Plan moves instead of reacting to surprises.
- Cash runway & “danger zones”
- Scenario sliders (price, volume, costs)
- Clear owner pay targets
Operational Scorecards
Simple one-page scorecards that tie your ops (service, speed, errors, returns, etc.) back to real dollars so the team sees why it matters.
- Weekly, monthly, or quarterly view
- Owner, manager, and team versions
- Tracks both numbers and behaviors
Ongoing Advisory (Limited Slots)
For businesses that want a numbers-minded partner in their corner each month — I review your reports, flag issues, and help you decide what to do next.
- Monthly review call
- Tool tweaks as you grow
- Priority access for questions
Simple, direct, and centered on your actual numbers.
Free 20-minute call
You tell me how your business makes money, what keeps you up at night, and what reports or tools you already use (if any).
P&L & data review
You securely share your P&L and a couple of recent months of numbers. I review and come back with where I see opportunities and what tools would help.
Custom tool build
I design and build tools in Excel or Google Sheets that match your team, your language, and your level of comfort with numbers.
Walk-through & hand-off
We screen share while I walk you (and your manager if you’d like) through the tools so you’re confident using them day to day.
Optional ongoing support
If you want a partner each month, I stay in the loop and help interpret, adjust, and keep your tools matched to where the business is going.
Who you’re working with
I’m Edward “Eddie” Jimenez. For years I’ve led large retail operations with 9-figure P&Ls, built out teams, and created the kind of practical tools managers use every single day — not just for a presentation.
My sweet spot is taking messy real-world business data and turning it into a simple story: where you’re winning, where you’re bleeding, and what levers are worth pulling next.
Whether you’re running a retail store, a small service business, or something in between, my goal is the same: make your numbers impossible to ignore and easy to act on.
Book a free 20-minute P&L review.
We’ll look at your current numbers, I’ll tell you what I’m seeing, and if I think I can build something that actually helps you, I’ll lay out options. If not, I’ll tell you that too.
Reach out with the subject line “P&L REVIEW” and include:
- What your business does
- Rough annual revenue
- What you’re currently using to track performance