Home Case Studies Budget Recovery
ManagementService firm · 40 staff · 6 weeks
Bringing An Overdrawn Budget Back In Line
18% past budget with no plain cause. Two supplier deals were the leak — found within weeks of a rebuilt ledger map.
- 18%
- overspend fixed
- 6wk
- to full control
- $96k
- saved yearly
The tangle
A 40-strong service outfit sat 18% past budget yet every department claimed its own spending was fine. Categories had drifted over two years, two auto-renewing supplier deals sat unnoticed, and nobody owned a weekly view of cash against plan.
What we did
We rebuilt the ledger map from zero, capped team spending with per-lead limits, and added a one-page Friday flash sheet showing spend versus plan. Supplier contracts were re-read line by line — the two costly renewals showed within the second week and were renegotiated before month-end.
What stayed after
Six weeks later the firm ran inside budget with $96k of yearly savings locked in. The flash sheet still lands every Friday, and leads now approve their own small spends without waiting on finance. Monthly bookkeeping keeps the map honest.
“LedgerPeak found the leak in a fortnight that we had stared at for a year. The Friday sheet alone is worth the fee.” Operations Director, service firm