Performance this month
September 2026 · Booked orders · USD thousands


Twelve new accounts placed $190k in orders this month.
SMBtv/Advisory
You know your business. You should not have to master every subject to make a sound choice. We bring the right advice, explain the reasoning and stay involved as the work moves forward.
Follow ACME’s growth choices and technology priorities. Compare the evidence, the options and the decision that stays with the owner.
Choose a subject, then swipe through the updates. The charts follow the story automatically.
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ACME LLCSeptember 2026 · Booked orders · USD thousands


Twelve new accounts placed $190k in orders this month.
September paid channel · Counts


Measure the full cost before shifting the growth budget.
Follow-up to September’s expert review


Document the sales process so growth depends less on you.
September 2026 · Work update


Two approvals are blocking next week’s campaign.
September 2026 · Work update


Follow up the pipeline and launch the approved campaign.
September 2026 · Work update


Review the offer, case study and outreach sequence.
September 2026 · Work update


Four posts and a case study supported twelve new accounts.
Use distinct dates and amounts for each stage


An order is not revenue recognized or cash collected.
Full cost ÷ new customers


Include sales effort when measuring customer acquisition cost.
Growth that the whole team can carry


A repeatable sales process protects customer relationships.
September 2026 · Invoice documents


Ninety invoices matched. Thirty need a different review route.
Invoice preparation workflow


Prepare the bill and evidence before asking for approval.
Follow-up to September’s expert review


Documented controls make the process easier to run and inspect.
September 2026 · Work update


Missing source records are blocking twenty invoice matches.
September 2026 · Work update


Test exception handling before connecting the workflow.
September 2026 · Work update


Review the workflow, approval rules and exception queue.
September 2026 · Work update


The prototype now separates matches, exceptions and duplicate candidates.
A simple way to scope an automation


Agree what goes in and what must come out.
Separate validation from authority


Matching evidence does not authorize a payment.
September 2026 · Review routes


A good automation makes unusual cases visible.


You bring in help because you lack time. But a list of ideas can leave you with more work—and no clear way to judge whether the advice was right.
We connect the recommendation to delivery. The expert explains what should change, helps guide the work and returns to review the result.
We look at the business, the world around it and the choices open to you. The question determines which expertise you need.
Which customers should you serve? Where should you focus? Is a new market or acquisition worth a closer look?
A useful resultA clear set of options, their trade-offs and the assumptions you need to test.
Where is cash getting stuck? What is driving margin? What do the reports tell you—and what do they leave out?
A useful resultA plain explanation of the numbers and the questions to resolve before you act.
Why does the same issue keep coming back to you? Where do roles, decisions or handoffs break down?
A useful resultClear responsibilities, a workable review rhythm and fewer unclear handoffs.
What should you automate first? Which risks need a specialist? What should you ask before choosing a system?
A useful resultA defined problem, a scope for the right professional and a way to review their work.
Results can change for reasons outside the plan. We separate what we know from what we assumed, then look at what the work actually changed.
You and your GM should be able to question the recommendation without becoming experts in the field.
See how we help you review the workIllustrative example of how we would review this work.
You and your GM bring context, challenge assumptions and keep key decisions and relationships.
Our expert owns the recommendation and helps review whether the work supports it.
Our delivery team carries out the agreed plan under a COO, with the expert involved.
Yes. The expert helps guide execution and joins the review of the work and results. The proposal sets out the responsibilities so advice and delivery stay connected.
The first business review uses consultation sessions. Ongoing work starts with updates and prepared questions you can review on your time. Meetings are optional when you want a live discussion.
We start with the question and agree the right expertise. Where licensed or regulated work is needed, the scope must include the right qualified professional.
Begin with an owner consultation and initial assessment. A separate session with your GM or operations lead provides the deeper review before a full project proposal. Both sessions are included in the consultation fee.
SMBtv started with a group of friends from Tuck. We’re bringing other friends together, each with their own skills, to help small business owners get the advice and support they need.
We believe good advice should come with people who help carry it through.
We’ll help you see what matters and what should happen next.