Five days to find the money your business already earned, and the first fix to bring it back.
For an HVAC company in Chicago, I brought back $295k+ in about two weeks, plus the processes.
For five days I take you through your own books, live, one place at a time: money you already earned, then your hours, then your costs. You make one change each day. On Friday you know which fix brings back the most, and you have started it.
Mon 19 to Fri 23 Oct 2026 | Five live sessions | One hour each | 2 PM Central | Completely free
I send you the platform and the link after you register.
From the books
What I found when I opened the books
Organizations keep looking for more money while money they already have sits inside them, never collected or never used. These are six businesses where I opened the books.
Chicago HVAC
$295k+ back in about two weeks, plus the processes.
Tampa solar
Tampa solar, about $2 million a year. Paid $25,000 for one month. More than $160,000 identified, about 8 percent of revenue.
San Francisco staffing
About $25 million a year. Four months across two years of books. $2.8 million found.
Miami HVAC
Over $305,000 in 4 weeks.
Sacramento package delivery
$641,581 in 4 weeks.
Cincinnati construction
Over $523,000 in 3 weeks.
Across 18 years: $22 billion overseen and advised, and more than $2.3 billion found, recovered, and redeployed.
These are results from specific businesses. Yours depend on your books and the changes you make. Nothing here promises a result.
The work happens in your books, while we are live
In your free seat
Five live sessions with me, Mon 19 to Fri 23 Oct, at 2 PM Central.
Day 1 · Money already earned You leave with one invoice, hold, or job to collect on that day.
Day 2 · Time with a dollar figure Your hours, written in dollars, and one piece of work you hand off or drop.
Day 3 · Cost that stayed One tool, vendor, or step you cut or fix.
Day 4 · Which fix returns the most Everything you found on Days 1 to 3, ranked in dollars.
Day 5 · Which change you make first The change that brings back the most, and the step that starts it this coming week.
By Day 5 you have five changes made in your own books, and a dollar figure next to each. It costs nothing.
The free seat is live only. There is no replay. Each live session with me is one hour, at 2 PM Central. Block that hour for five days. After it, the day's change takes less than half an hour, with your books open.
I started in government in 2008. I was 18, and I went there to do what's right. I stayed until 2013. My last role there was Auditor for the State of California.
In 2013 I started my own company. Finding money trapped in organizations has been my work ever since. It is not a pivot.
Across 18 years: $22 billion overseen and advised, and more than $2.3 billion found, recovered, and redeployed.
Now I do this work for owners whose business works and still runs through them. I built uMorphos for them.
I have found cancelled and on-hold projects invoiced against for years, and never reconciled.
This is money you already did the work for. The dollar you already earned is the cheapest one to get.
We go through invoices that went out short, went out late, or never went out. Holds that were never released. Jobs that were finished and never billed clean.
You walk out with one invoice, hold, or job to collect on that day.
Tue 20 Oct
Live, 2 PM Central
Time with a dollar figure
Count the hours a week that still come to you: the questions, the approvals, the tasks nobody else picks up. Multiply by 52. That is what one year of it takes from you, before we put a dollar figure on it.
Then we do. What does that work cost, written in dollars? What reached you this week that someone else could have answered? Who could own it instead?
You walk out with your hours written in dollars, and one piece of work you hand off or drop.
Wed 21 Oct
Live, 2 PM Central
Cost that stayed
A cost that stopped earning its place still gets paid. Every month it stays, you pay it again.
We go line by line through tools, vendors, and steps, including subscriptions and services nobody uses anymore. Which one costs more than it returns? Which one did nobody recheck after it stopped being needed?
You walk out with one tool, vendor, or step you cut or fix.
Thu 22 Oct
Live, 2 PM Central
Which fix returns the most
A solar company in Tampa, about $2 million a year, paid $25,000 for one month. More than $160,000 was identified, about 8 percent of revenue.
A list of findings does nothing until it has an order. On Day 4 we put everything from Days 1 to 3 side by side, in dollars. Which fix returns the most with the least of you? What can wait?
You walk out with everything you found, ranked in dollars.
Fri 23 Oct
Live close, 2 PM Central
Which change you make first
A staffing company in San Francisco, about $25 million a year. Four months across two years of books. $2.8 million found.
Five days is not four months. Five days is enough to know which change comes first in your business, and to start it.
You walk out with the change that brings back the most, and the step that starts it this coming week. If you want to keep going for the full 90 days, inside your own business with group support, I explain how The Recovery works.
You are three or more years in. You have paying customers and a team. The work gets done and the invoices go out.
The questions still come to you. So do the approvals. You make the final call on spending, and a good share of your week goes to work that reaches you only because nobody else owns it.
Revenue is fine. At the end of the year, less is left than there should be, and you can't say why.
If that is your year, this is for you.
It is not for you yet if you are under three years in, or you don't have paying customers. There is nothing in the books to read yet. Come back when there is.
It is not for you if you want someone else to open your books. Here, you open them yourself. I give you where to look and the arithmetic.
Two ways in
The free seat · Free
Five live sessions with me, Mon 19 to Fri 23 Oct, at 2 PM Central.
No. Five live sessions with me, and your real business.
Are the sessions recorded?
The free seat is live only. Recordings of all five sessions are part of the Head Start.
Can I ask you questions during the sessions?
Asking me questions live during each session is part of the Head Start. In the free seat, you work along with me.
How long does each day take?
Each live session with me is one hour, at 2 PM Central. After it, the day's change takes less than half an hour, with your books open. One set of records a day: invoices and holds, then your hours, then your costs, then the ranking.
What do I need ready?
Your own books. Invoices, holds, and open jobs for Day 1. A rough count of your hours for Day 2. Your tools, vendors, and subscriptions for Day 3.
What if I miss a day?
In the free seat, a session you miss is not available later. Make that day's change the next day, and finish Days 1 to 3 before Day 4, since Day 4 ranks them.
I run a service company. Does it still apply?
If your business sends invoices, pays vendors, and runs on people's time, it applies.
Will you be in my books during the challenge?
No. You are. I give you where to look and the arithmetic. If you want to keep going for the full 90 days, inside your own business with group support, I explain how The Recovery works on Day 5.
What if I find nothing?
Then you have checked five places in your books and you have the numbers to show it. I do not promise a result on the free challenge.
Is this new for you?
No. I have been finding trapped money since I was 18. Same work.
Is there a deadline or a discount?
Enrollment closes when Day 1 starts. That is the only deadline. There are no crossed-out prices and no countdown.
Is this financial or tax advice?
No. It is a review of your own operating records. It is not financial, tax, or legal advice.
