Schulz Advisory
Ridgeline Fencing LLC
Hey Dan. July is closed, your numbers are below, and we need two quick things from you.
You got here from a link in your email. No login, no password, this page is yours.
Your July numbers
$61,240
Revenue
up 4% on June
$14,882
Net profit
up 9%
24.3%
Margin
on target
Andrew's note: Solid month. Revenue held while two of your slower crews caught up, and your margin is back over 24 for the first time since March.
One flagFuel ran 38% over your usual. Looks like the north jobs, worth a look at routing before it becomes a habit.
Financial health
82
Strong
Step 5 of 8 on the ladder
Next step: retirement contributions running monthly
This month's one thing: set up the automatic owner-pay transfer we talked about. Ten minutes at your bank, and step 5 goes green.
We need two things
What was the $3,100 wire on July 2?
It's the only July transaction we couldn't place. Tap one and you're done.
June statement for the equipment loan
A photo from your phone works fine.
Ask Andrew anything
Lands on his desk instantly. Replies by next morning, usually sooner.
Your next meeting
Tuesday, July 15 at 10:00am
30 minutes, phone. Andrew brings the agenda.
What we've been doing
Jul 12
July books closed. This report went out the same day. Closed on day 6, your fastest yet.
Jul 8
You answered 2 questions from your phone. Both posted to your books, both remembered for next time.
Jul 5
Payroll ran. $8,420, three people, filings included.
Jun 28
Quarterly estimate paid. $4,100 to the IRS, confirmation on file below.
Jun 10
June books closed and reported.
May 22
S corp election confirmed. IRS acceptance letter filed to your documents. Worth about $6,000 a year to you.
Apr 15
2025 returns filed, business and personal, both accepted same week.
Everything we do for you lands here. Nothing disappears into an inbox.
Your documents
July 2026 financialsadded Jul 12
June 2026 financialsadded Jun 10
IRS quarterly payment confirmationadded Jun 28
S corp acceptance letteradded May 22
2025 business tax returnadded Mar 2
Operating agreementadded Jan 15
Andrew Schulz
CPA · Schulz Advisory · Fort Collins
Every question you drop on this page reaches me, and I read every one. See you on the 15th.