Business Owners Want Guidance That Banks Aren’t Built to Give  

Business Owners Want Regular Financial Conversations. Banks Just Aren’t the Ones to Have Them With.  

Research shows that many business owners would feel more secure with regular conversations about their finances, often with their banker.  

And that makes sense.  
Owners don’t want panic.  
They want clarity.  
They want to know where they stand and what to do next.  

The problem? Banks aren’t designed to be your ongoing financial guide.  

Bankers focus on:  

• Loan products  

• Risk management  

• Compliance  

• Historical financials  

They’re not embedded in your business.  
They don’t monitor your numbers weekly.  
And they don’t proactively guide operational decisions.  

That’s where most owners feel stuck — not in crisis, but without a true financial sounding board.  

This Is Exactly Why We Built MAP  

The Monthly Analytics Program (MAP) is for business owners who aren’t in trouble but don’t want to accidentally drift into it.  

MAP replaces surface-level check-ins with real financial conversations based on your numbers.  

We offer 3 tiers to fit wherever a business owner finds themselves:   

MAP: Know the Score  

Clean reporting, industry benchmarks, and visual dashboards that show exactly where your money is going — and where it’s leaking.  

“You’re losing money on razors.”  

No assumptions. No guesswork. Just truth.  

MAP+: Turn Numbers Into Decisions  

This is where guidance begins.  

You get:  

• A financial analyst who explains the data  

• KPI tracking and accountability  

• Strategic recommendations you can act on  

“You’re losing money on razors… but making a killing on the blades. Here’s how to maximize that.”  

This is the conversation business owners think they’re having with their banker — but aren’t.  

MAPX: Strategy at the CFO Level  

For owners who want forward momentum.  

MAPX adds:  

• One-on-one consulting  

• Growth, funding, or exit planning  

• Valuation and lender strategy  

• Systems and financial structure  

Think: fractional CFO without the full-time cost.  

Why This Matters  

Over 80% of businesses fail because they don’t understand their numbers — not because they weren’t profitable once, but because they didn’t see problems early enough to correct them.  

MAP keeps you ahead of trouble — not reacting to it.  

If you’re not in distress, this is when guidance matters most. MAP was built for business owners who want ongoing guidance, visibility, and confidence in their numbers before issues arise. Call us to learn how MAP works and which tier fits your business.