Investment Guidance
Turning Their Local Coffee Shop Into a Profitable, Scalable Business
Owners of a small coffee shop improved cash flow, optimized expenses, and laid the groundwork for expansion.
overview
A small but beloved coffee shop. While their café was popular, the business always felt like it was “just surviving.” They weren’t paying themselves properly, struggled with inventory management, and had no clear picture of their profit margins. They wanted clarity and a strategy for long-term growth.
Challenge
Their main issues were:
No separation between personal and business finances
Inconsistent cash flow, especially outside of peak season
No budget tracking or clear view of profits
Wanted to expand (add delivery service & second location) but didn’t know if it was financially possible
Solution
They implemented a financial system customized for small businesses, including:
Set up separate business & personal accounts
Built a simple but powerful monthly cash flow tracker
Created a budgeting system for inventory, wages, marketing, and utilities
Identified hidden costs & suggested ways to optimize operations
Created a 3-year growth projection and assessed expansion feasibility
Helped them pay themselves a fixed monthly salary, reducing uncertainty
Result
Metric | Before | After |
|---|---|---|
Monthly Net Profit | $1,200 (uncertain) | $4,500 (steady) |
Personal Income (Take-home) | Random, unstable | $2,500/month fixed |
Cost Control & Budgeting | None | Full visibility & control |
Expansion Readiness | Not possible | Planning second outlet |
3.5x increase in net monthly profit
Reduced wastage & improved supplier negotiations
Paid themselves consistently for the first time
Clear, confident roadmap for business expansion
