Profit Leakage Audit
Get a clear sense of where you’re losing money and find out how to maximize profits without burning yourself out
If you’re a contractor, does this sound familiar? Your schedule is packed, your overhead is increasing, your phone rings off its hook, and you’re putting longer hours into your business. But your grind isn’t being rewarded with more money. Instead, your profits are stagnating – or decreasing.
Identifying where money is leaking can be difficult. You may think the solution is hustling more, but working harder won’t solve the problem. It will probably just perpetuate a vicious cycle and lead to burnout.
If your business isn’t turning the profits you think it should, SMA Support Services can help. Our profit leakage audit will identify where you’re losing money and help you plug the leak(s) by embedding a trained virtual assistant (VA) on your team.
To learn more or schedule your audit, fill out the form to the right.
Schedule Your Audit Today
Audit Overview
SMA’s profit leakage audit is a thorough, objective review of your business. During the audit, we’ll determine whether you’re losing money on the front end (e.g., valuable opportunities keep slipping by) or the back end (e.g., money is languishing in AR for months), or both.
We’ll dig deep to understand:
The fundamentals of your business
How much business do you do? What kind of business do you do? What geographic area do you cover?
Your workflows
How is work allocated? Who is responsible for what? Do you use a CRM, and is it the right one? What does your insurance workflow management look like?
Your current admin support system
Do you have a dedicated administrative assistant? Or do your sales reps (or you) typically end up handling front-end grunt work and back-office tasks?
Your pain points and bottlenecks
Are you, the owner, a bottleneck? Do you and your sales reps spend more time on admin than high-level work? Do your clients treat you like a bank?
How your cash flows
Do you struggle to get carrier payments released? Do payments languish in AR for months?
Your business objectives
What are your growth plans? Can your current systems support scaling? Do you have the capacity to take on new business?
How SMA Support Can Help
Each business we work with is unique, but a few issues commonly arise during our audits:
Owners Are a Bottleneck
Owners spend most days putting out fires and answering questions, so they don’t have the bandwidth to scale.
Payments Are Chronically Delayed
Most businesses don’t have a dedicated employee to chase down payments, so cash flow dries up.
Sales Reps Are Admin Assistants
Sales reps often become de facto admin assistants, so phones go unanswered and new business slows.
Systems Are Ad Hoc
Contractors who cover wide geographic areas and markets often struggle to come up with repeatable processes and systems.
Those challenges can only be solved through structural change – not hustling harder. If you want to spend more time working on your business than in it, free up your sales reps, keep cash flowing, and make your workflows more efficient, you need dedicated administrative support.
SMA Support provides contractors with dedicated, trained VAs who deliver front- and back-office support at a fraction of the cost of a full-time hire. Our VAs will help you win more jobs, get paid faster, and free up your time.
What Happens After the Audit?
After speaking with SMA Support, you’ll receive an email summarizing our findings and outlining our recommendations. Once you’re ready to move forward, we’ll send you a month-to-month agreement to sign and match you with a VA (or VAs) that meet your needs and support your short- and long-term goals.
Why Work with SMA Support
When you partner with SMA Support, you will:
Reduce Your Overhead, But Not Quality
SMA’s VAs reduce the need for costly hires and can be flexed up or down as needed.
Get Money You Earned in Your Pocket Quickly
By offering back office and insurance claims support, our VAs help you get paid faster.
Start Working on Your Business, Not in It
Our services take administrative tasks off your plate, so you get your time back.
Stop Profit Leakage Today
If you’re ready to find out where you’re losing money and start plugging the leaks, fill out the form at the top of the page to schedule your audit.
Schedule a Profit Leakage Audit
Frequently Asked Questions (FAQ)
Explore common questions about our support services and how they can transform your business.
SMA offers significant cost savings compared to hiring in-house staff. You don't have to worry about overhead costs like benefits, office space, or equipment. Our team members are already trained professionals with expertise in roofing and home remodeling operations. Plus, you get the support of our dedicated management team and quality assurance department to ensure consistent, high-quality service without the burden of training and managing employees yourself.
Most clients are up and running within 30 to 45 days. That said, we can schedule your free process audit right away. During this audit, we'll take a look at your current workflows and create a customized implementation plan. The faster you provide us with your processes and systems access, the quicker we can get your dedicated team member trained and working for you.
Your satisfaction is our top priority. Each client has a dedicated account manager who regularly checks in to ensure you're happy with the service. Our quality assurance team monitors performance and provides ongoing training to maintain excellence. We work on flexible terms and are committed to making adjustments as needed to ensure the partnership works for your business.
While we specialize in roofing and home remodeling businesses (we have deep expertise in industry tools like ProLine, Roofle, and CompanyCam), we can definitely support related industries in the home services sector. Our team understands the unique challenges of field service businesses, including project management, insurance claims, and customer communications. Feel free to reach out and we can discuss your specific needs.
Quality is built into everything we do. We have a dedicated Quality Assurance department that monitors all work and provides continuous feedback. Our team receives ongoing training (both daily and weekly) to stay sharp and up to date with best practices. Every team member follows documented processes and scripts to ensure consistency. Plus, each client has a US based account manager who oversees operations and serves as your primary point of contact.