Financial situational awareness
Truhub connects your bank, books and operations into one calm home base. Within a month you see your true costs, your cash runway and the one thing limiting growth. Then you test big decisions on your real numbers before you make them.
For owner-led companies doing $1M+ a year
The problem
The bank says one thing. The books say another. The schedule, the routes, the vendor invoices and the spreadsheets each hold a piece of the story, and none of them talk to each other.
So you fill the gaps yourself. Late at night. On gut feel. Meanwhile money slips through cracks you can’t see: costs that crept up, jobs that don’t pay, vendors who quietly raised prices.
01 Financial situational awareness
Most owners past $1M steer by the bank balance and gut feel. Within about a month, you’ll see six things most owners never see in one place, on your own numbers, every number traced to its source.
Each job looks like $262 profit. Fully loaded, it’s $85.
Materials, crew time, drive time and a fair share of overhead, on every job, route or unit. The real price of doing the work.
$44.2K a month on paper. $29.2K for real.
If you hired someone to do your job, this is what the business actually earns. The honest starting line for every decision.
More leads won’t help. Crews are the ceiling.
Work only flows as fast as the tightest step. We find it, so you spend on the one fix that actually unlocks growth.
Low point: $613K in week 10. No surprises.
Payroll, insurance renewals, taxes and seasonality, laid out week by week, so you see the dip a quarter before it hits.
Small moves, ranked by what they’re worth.
What a 1% change in price, costs, volume or overhead adds to monthly profit. So you know which conversation to have first.
Money hiding in plain sight.
02 What to expect
No six-month implementation. No rip-and-replace. A short, clear path to the truth about your money, then a steady monthly rhythm.
Answer a few questions online, about three minutes. Then we talk through your business, your systems and where it gets stuck. If the savings aren’t likely to be there, we’ll tell you.
Through official, read-only connections: your bank through Plaid, your books through QuickBooks, your store through Shopify, and others. You sign in on the provider’s own screen. We never see your passwords.
True cost per job, unit or route. Profit after paying you a market wage. Where work gets stuck. Cash runway and a 13-week cash view. Written down and dated, so every future move is measured against it.
We sit down and walk through it together: your numbers, the one bottleneck that limits growth, your top easy wins ranked by dollars and effort, and what money would actually do if you put it to work.
Each month we review your scorecard against the baseline and run scenarios on the decisions in front of you. The next module unlocks only when the numbers prove the last move worked.
Engagements start with a paid setup and a monthly plan. We’ll cover the details on a call.
03 Sample dashboard
Pull a lever and watch cash, margin and capacity answer together. This is the scenario system your hub runs, on a fictional company’s numbers.
Your numbers, not a template. Ask in plain English. The system shows its math and proposes options. Nothing changes until you confirm.
See if you’re a fit04 The path
We connect your accounts and map how money actually moves. True costs, choke points and easy wins you can act on now. In a business with this many moving parts, money is usually hiding in plain sight. We find it first.
Savings are the start, not the goal. Together we put part of what we find back into the business: cleaner structure, better systems and the growth moves you’ve been putting off. The company gets stronger using money it was already losing.
Your business runs on one home base. Ask “what if” about any big move and see the answer on your own numbers before you commit. No guesswork. No mock spreadsheets.
05 One home base
Start with the money. Expand from there. Every module runs on the same hub and the same data, so each one makes the others smarter. Keep the tools that work; replace the ones that slow you down.
Cash, true costs, choke points, a weekly scorecard and 13-week cash, in one view.
Price trends by item and side-by-side vendor comparisons, so you see what you overpaid.
Stop order, drive time and cost per route, crew or truck.
Jobs, stages and what each one really made.
Lead sources, cost per customer and what’s actually working.
A planning space for your leadership team, built on live scenarios.
Modules are configured for each business and added only when the numbers say it’s time.
06 Who it’s for
Owner-led companies doing more than $1M a year, where the work is fast and the variables never stop.
07 Trust & data
You connect your own accounts through official, read-only connections. You sign in on the provider’s own screen. Truhub never sees your passwords, and you can take your data with you any time.
We say plainly what we have and what we don’t, including certifications.
How we protect your data08 Why Truhub
“TruHub is a cloud based operating system that connects your digital life. All the fragments of your information gathered into one place working intelligently for you.”
The idea was right. The technology wasn’t ready, and building it one business at a time cost more than most companies could justify.
Joel is a solutions architect and business strategist. Before TruHub, he founded BizNerdz, a SaaS and cloud consulting firm that helped companies move onto modern software. He spent years watching good businesses drown in disconnected tools. Today, AI makes the original vision practical and affordable.
Our mission
Truhub gives owners their time back. We tame the chaos of fragmented systems with one home base that works for you. Your data stays yours. Your decisions get clearer.
Answer a few quick questions. If we’re a fit, we’ll set up a call to walk through your business and what we’d do first.
Engagements start with a paid setup and a monthly plan. We’ll cover the details on a call. · Case studies available on request.