Granville Advisory

See what your business is actually doing.

Whether you just bought it or have run it for years, the systems don’t talk to each other, so no one can see what’s true. We connect them into one view: what’s making money, which customers you can’t afford to lose, where cash is stuck. It starts with a fixed-price Ops & Data Readiness Review.

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The problem

For owners who just bought in, or have run it long enough to outgrow the spreadsheets

Five systems that don’t talk to each other.

Nobody can tell you what’s making money and what’s losing it.

The person who knows how it all works could leave tomorrow.

This is built for businesses with more than one number hiding inside the topline: different locations, job types, service lines, or products, each carrying its own costs. If yours is a single line of business you can already see clearly, you probably don’t need this.

What we build

See what’s happening: one screen, the whole operation.

Cash, margin, customer concentration, what’s coming: the daily reality of the business, pulled from the systems you already run. This is the view an owner checks on a Monday morning.

Read-only, always. We never write to your systems. Full data policy

Hourly rate, with a price ceiling set based on your Readiness Review · See all engagements
Reeve Plumbing & MechanicalOPERATIONS
Week of Mar 3 · updated 6:04am
Healthy this week: cash covers payroll and payables, one customer to watch on aging.
Cash on hand
$184,200
↑ $12,400 vs last week
Owed to you (AR)
$96,750
$21,300 over 60 days
You owe (AP + payroll)
$71,400
Payroll runs Fri
Gross margin, MTD
31.8%
↓ 2.1 pts vs Feb
Margin by job type
Where the money is made, and lost.
Service calls42%
Maintenance contracts36%
New installs19%
Remodels6%
Remodels are 22% of revenue, 6% of margin. Worth a pricing conversation.
Customer concentration
Who you can’t afford to lose.
Hartwell Property Grp
28%
Vernon School Dist
13%
Bay Ridge Facilities
9%
All others (54)
50%
One customer is 28% of revenue. Losing them would hurt.
What’s coming (the next 30 days)
$21,300 past 60 days
Hartwell, call this week
3 contracts renew
$74k/yr, due within 45 days
17 jobs open
4 waiting on parts
Crew at 81%
Utilization, trailing 2 wks
Pulled from QuickBooks, ServiceTitan, Gusto payroll, and the renewals spreadsheet.

Example dashboard. Yours is built for your business type, from your systems, with your numbers.

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See it live

This, but with your own numbers.

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Free. No obligation. 15 minutes.

The engagements

What you get

1Start here

Ops & Data Readiness Review$1,250

I map what you’re running, tell you what’s answerable and what’s broken, and hand you a findings doc plus a first look at your numbers. About a week.

  1. 2Then

    The BuildHourly, ceiling set by your Review

    I wire your systems into one live view (revenue, cash, jobs, customers, margin) and clean up the manual busywork behind it. The Review sets your price ceiling before we start, and credits toward it.

  2. 3Ongoing

    Ongoing Advisoryfrom $1,200/mo

    I keep your systems running and your numbers live, and every month bring you a real decision: where to focus, what to fix, what’s worth bringing in specialist help for.

I don’t quote a build blind. The Review tells us exactly what’s involved, and your Build price is capped from what it finds. You see the ceiling before you commit, and if your data’s clean, you pay less.

The ongoing view

It points at the decision.

Once the systems are connected, we keep watching them with you. This is what an ongoing engagement produces: the constraint to solve, the account to protect, the hire that can’t wait. Decisions, not just data.

Reeve Plumbing & MechanicalSTRATEGY
FY26 plan · Q1 review
Where the year is going, what’s moving it, and what’s in the way.
Revenue to targetFY26 goal · $2.50M
$580kQ1 · on pacepacing $2.54M
$580k booked (23%)Q1 plan line: 25%
THIS YEAR’S MOVES
Reprice remodels to protect margin
On track
Lock Hartwell into an annual contract
In progress
Grow maintenance contracts to 30% of revenue
Behind
Hire a fourth crew lead before spring
At risk
The constraint
Growth is capped by crew, not demand.
81%crew utilization, trailing 8 wks
At 85% you’re full. The spring contract pipeline needs one more crew lead or it slips.
Customer margin, worst-first
Two accounts you pay to serve.
Delco Restaurants
−8%
Priya's HVAC
−2%
Vernon Schools
22%
Hartwell Property
29%
Behind this view:Annual budget3-year planForecast modelCash forecast
Pulled from QuickBooks, ServiceTitan, Gusto payroll, and the renewals spreadsheet.

Example dashboard. Yours is built for your business type, from your systems, with your numbers.

Matt Harvey, founder of Granville Advisory

Who you’re working with

I’m Matt Harvey.

I’ve spent years seeing the inside of organizations and projects ranging from multi-billion-dollar infrastructure programs to government agencies to regional service businesses. The thing that held almost all of them back was the same: they couldn’t see themselves clearly. The cliché about siloed business functions is true at every size — data collection is immature, and the data that does get collected lives in disconnected systems that don’t talk to each other. A large part of my job has been to fix exactly that: connect the data, collect more of the right data, and serve it to decision makers in a way that actually answers their questions.

The same problem shows up in businesses of every size — a freshly acquired shop, a company that’s run the same way for twenty years, a regional operator that’s outgrown its spreadsheets, or one that’s invested in real systems that still don’t talk to each other. The numbers are the business, and every decision rides on being able to see them. My background is in strategy, decision support, and public finance, so I’m fluent in the numbers and don’t need the analytics explained.

I hold certifications in data engineering and program management, and for specialized work I bring in vetted specialists as needed. You’ll always work directly with me — nothing gets handed off to someone you haven’t met.

Your data stays yours.

  • Read-only access, always. I connect to your systems to read them, never to write to them. Nothing I do can change or break how your business runs.
  • You own the dashboard and the data. If we ever part ways, you keep it. No hostage-taking.
  • No lock-in. The monthly advisory is earned every month, not enforced by a contract you can’t leave.

Framework

The six numbers I’d pull before anything else

You know your revenue. You know your profit. Of course you do. Your accountant produces them every month. This document is not about those.

You have a balance sheet. You do not yet have a control panel. These are the six numbers underneath revenue and profit: the ones that explain them. None are in your monthly financials.

  1. Revenue concentration

    Risk

    who you can’t afford to lose

  2. Margin by job type

    Mix

    which work is carrying which

  3. Customer margin, worst-first

    Pricing

    who you lose money on

  4. Cash conversion

    Liquidity

    how long your money is someone else’s

  5. Capacity and cost to deliver

    Efficiency

    what the payroll produces

  6. The forward book

    Future

    what’s coming, and when you have leverage

They cover risk, mix, pricing, liquidity, efficiency, and the future. Drop any one and there’s a category of blindness.

Want these pulled from your own systems?

Fifteen minutes to talk through what you run, and see if the Readiness Review is the right next step.

Reviewed together every month, so a slipping margin or a filling crew calendar is a conversation in week three, not a surprise at year-end.

Reeve Plumbing & MechanicalTRENDS
Trailing 12 months
Which way the business is moving, reviewed every month.
Revenue & margin, monthly
Revenue climbing, margin slipping since Q3.
RevenueMargin %
AprJulOctJanMar
You’re growing into lower-margin work. Worth catching now, not at year-end.
Cash conversion
47 days↓ from 61
Getting paid faster. Trend is your friend here.
Crew utilization
81%↑ from 68
Approaching the 85% ceiling. Hiring question is now.
Reviewed together each month: the trend is the conversation.

Example dashboard. Yours is built for your business type, from your systems, with your numbers.

Book a call

One clear view. Not five different ones.

Granville AdvisoryBook a call (opens in a new tab)

Tell us what you’re running, and let’s have a free chat about whether the Readiness Review makes sense.