4 December "What If...?" Case Studies December 4, 2025 By BSG Hosts Case Studies, Professions, Restaurants, Service Businesses 0 From History to the Future – Where Business Owners Live Every business owner has one burning question: “What happens next?” That’s the shift Strata:G® makes possible. Each of the Strata:G Profit & Cash Flow Calculators is built around industry-specific cash flow levers—whether that’s managing receivables, improving inventory turns, controlling labor expenses, or streamlining operating costs. To bring these levers to life, we’ve created Sample Companies, each modeled in its own Strata:G Calculator. Service Business - Local Auto Care Restaurants - The City Grill Professions - BSG Engineers Each of these real-world dialogues show you how to make Strata:G a client-engagement tool, not just a calculator. They’re designed as practical, evergreen resources you can refer to repeatedly—not just case studies to skim today. For each case study, you’ll see: Advisor–Client Dialogue – sample “meeting scripts” that demonstrate how bookkeepers and accountants can guide owners in testing “What if…?” scenarios. The Key Lever Highlighted – how to show the factor that can make the biggest difference for that business’ cash flow. The Owner’s Perspective – how business owners typically react when they see their future laid out. (Hint: They love it!) Together, these case studies show how readily Strata:G tools help advisors: Move beyond reporting on past results to helping owners shape their future. Quickly zero in on the numbers that matter most in each industry. Facilitate practical, high-impact conversations that strengthen advisory relationships. In real time, challenge – or validate – all proposed strategies, no matter the source: you, the owner, even AI. Thanks to Strata:G, you can create confidence for business owners in this AI era. Related Articles "The Bucketizer" Expense Buckets Turn Accounting Data Into Management Information There IS a simple trick to make sense of all the accounting detail on the typical P&L. Re-organize those individual line-item expenses into major "buckets" of expenses. By grouping expenses into these "buckets", you immediately turn P&L data into management information. Now, it becomes easy to: • monitor expenses; • make comparisons to prior years; • quickly spot which buckets of expenses are increasing. And, take full advantage of playing "What If...?" with the Strata:G P&L and Cash Flow Calculators! Comments are closed.