Profit Scan by Wealthfluency

Revenue is up. So why can't you pay yourself more? The Profit Scan answers that for owners of service businesses: agencies, consultancies, studios and professional practices. You answer questions about your own numbers in about 15 minutes. There is no call to book and no spreadsheet to send. AI reads your answers and drafts your report, and Wealthfluency may check it before it is sent. A private PDF lands in your inbox within hours. The report shows what each part of the business brings in and costs, and where the profit goes before it reaches you. It names the biggest leak and gives you one action you can take on your own. Built by Anwin Mbah, who spent 20 years building the systems inside HSBC, Natixis and Zurich that let institutions see their money. $297, one-off. No subscription.

Wealthfluency provides strategic profit advisory for established CEOs who want to understand why business revenue is not translating into retained profit. Its work examines business numbers, pricing, and cash flow to surface savings and profit opportunities. The service helps owners address gaps in financial infrastructure, make informed decisions, and build systems for monitoring business performance, planning owner pay, and assessing major investments. It describes a paid diagnostic, a 12-week advisory engagement, and ongoing advisory for graduates. The process starts with a $297 Profit Scan that clients run on their own numbers without a call. A 90-minute, one-to-one Profit Audit provides a strategic diagnostic and a written action plan with three high-ROI priorities. If further work is appropriate, the 12-week Profit Advisory engagement installs a CEO Command Centre, an Owner Pay by Design system, and a decision framework for hires, spending, and investments. The dashboard unifies marketing, sales, operations, and finance measures around the business's goals. Wealthfluency describes its audience as established CEOs with growing businesses who want to retain more profit and make consequential financial decisions with better information. It addresses leaders who have bookkeeping and accounting support but lack strategic advice on pricing, investments, cash flow, and financial performance. The practice is led by a financial systems professional with two decades of experience inside financial institutions. Ongoing monthly advisory is available by invitation to Profit Advisory graduates.