Advisory MotionEst. 2026 · Vol. I
2. MONTHLY ADVISORY BRIEF
The Advisory Brief · A Monthly Motion
03

Advisory Brief

Bayou Mechanical Services

Monthly Advisory Brief

June 2026
📈

What Changed

Revenue
increased14%
Gross Margin
decreased3%
Cash Balance
decreased18%
Accounts Receivable
increased27%
Labor Costs
increased11%

What Needs Attention

Collections

Customers are taking longer to pay.

Estimated cash impact: $94,000
Labor Efficiency

Overtime has increased significantly across crews.

Estimated annual impact: $62,000
Margin Compression

Job profitability has declined compared to prior year.

What Worked

  • Maintenance contract revenue grew 22%
  • Marketing campaign generated strong new leads
  • New dispatch process is reducing delays

At a Glance

  • • Revenue up 14% — your sales engine is working.
  • • But cash is down 18% — the win isn’t reaching the bank.
  • • Focus the next 90 days on collection speed, labor efficiency, and pricing.
WHAT IF · 90-DAY CASH PROJECTION

Drag the levers. Watch the bank account move.

PROJECTED CASH
$148,000
+$0 vs today
Days Sales Outstanding
58 days
Today's pace
30 (best-in-class)70
Cash impact+$0
Overtime Reduction
0%
Today's pace
0%50%
Cash impact+$0
Gross Margin Recovery
+0pp
Today's 31.4%
+0pp+5pp
Cash impact+$0
Advisory MotionPrepared with care for management reviewPage 03 of 07