Example business situation
Revenue is growing.
Cash is getting tighter.
Start with what the numbers support. Then decide what needs to change.
Establish the facts
Review reporting, unpaid invoices, and project costs. Separate verified findings from questions that still need evidence.
Proposed owner: finance leadChoose the first move
If the evidence supports it, prioritize collections and project-level margin visibility before adding more overhead.
Proposed owner: business owner + finance leadMake the work accountable
Agree who owns each action, when it is due, and how progress will be reviewed. Scope any execution support separately.
Proposed owner: operations lead