Managed program
See what your marketing earned after every cost, in plain English
Our team takes product or job cost, discounts, refunds, shipping and fees out of every sale. We check ad platform claims against your real records, report profit monthly and set budgets your cash can carry.
Today: 3 findings on profit and cash
Today, 6:10amLosing campaignA Meta campaign showed a 2.4 return on ad spend but lost $610 after product cost and shipping
$610Raise targetTracking gapGoogle Ads recorded 42 of 58 booked jobs as conversions after the contact form changed
16 jobsFix trackingSpend capacityYou can spend up to $9,500 on ads in November and still hold 8 weeks of cash
$9,500Set ceilingsRevenue figures leave out what each sale cost you. We report what each sale left after every cost.
Who it is for
Built for owners who decide on profit
Know what your marketing earned after every cost.
Owners who decide on profit
Any business that wants one straight answer each month: what marketing cost, what it brought in and what was left after every cost.
Online stores with thin margins
Shopify and Amazon sellers where product cost, shipping, discounts and returns decide whether an ad made money. Margin, pricing and profit bidding checks matter most here.
Service businesses watching cash
Trades, practices and law firms that pay for ads this week and get paid weeks later. We set a monthly marketing budget your cash can carry.
Growing teams with people to answer to
Businesses with several locations, a partner or an investor. We track the plan every morning and help you report with figures linked to their source.
Business benefits
Four answers you get every month
Each answer comes from your own sales records and books, so the marketing figures on your report match the figures in your accounting system.
Profit after every cost
We take product or job cost, discounts, refunds, shipping and fees out of every sale. You see which campaigns, products and services make money.
Real sales, counted once
Ad platforms often claim the same sale. We count each sale once and show how far each platform's claim runs past it.
A budget your cash can carry
We read your books and payouts and state what you can spend on marketing this month while keeping the cash reserve you set.
Answers before the meeting
When sales move, we explain why in dollars, cause by cause, and bring the fix to your monthly review.

Problems it fixes
Why good ad numbers still lose money
Ad reports leave out product cost, fees and the timing of cash. These three gaps can make a business look profitable on screen while cash runs short.
of marketers named measuring marketing ROI as their top challenge in 2026
Platforms claim more sales than you made
Each ad platform credits a sale to its own ad. Add the claims together and they can exceed the sales you recorded. Budget then moves to whichever channel claims the most.
Good ad numbers can still lose money
A campaign can hit its ad return target and still lose money after product cost, shipping, discounts and fees. Ad platform reports leave those costs out.
of small businesses surveyed by OnDeck named cash flow their top concern in Q1 2026
Ads are billed before you are paid
Ad platforms bill this week. Customers pay later, stock is bought ahead and payroll does not wait. A business can grow sales and still run short of cash.
How it runs
From your books to your budget
We connect your ad accounts, sales records and QuickBooks or Xero once. Our software does the math every night, and your account lead brings each proposed change to you first.
- 01
We connect your numbers
Our team connects your ad accounts, your store or job system, and QuickBooks or Xero. On the first night, our software loads up to 450 days of history.
- 02
Our software checks nightly
Every night it takes every cost out of every sale, checks each platform's claims and your tracking, and prices each problem in dollars.
- 03
We act after you approve
Your account lead proposes one change per problem, such as a new ad target or a budget ceiling. A named person approves it, then we make it.
- 04
We review profit monthly
Each month you get a plain-English profit review: what marketing cost, what it earned, what we changed and what each change measured.
What is inside
Eleven areas we check every night
Margin, tracking, pricing, cash and plan pacing each get their own checks. Every finding is priced in dollars from your own records and ranked largest first.
01Profit by campaign and productWe take product cost, discounts, refunds, shipping and fees out of every order and show which campaigns and products lose money.
You see which ads and products make money after every cost.
Checked every night
- Campaigns that hit their ad return target and still lose money
- Shipping charged to customers against what the carrier billed you
- Products with no recorded product cost, largest sales first
- Orders that lost money after discount, shipping and payment fees
What our team does
- Set each campaign's ad return target from its product margin
- Pause or cap campaigns that lose money after costs
- Correct product costs in Shopify after you confirm them
What you get
- Profit by campaign, product and month, after every cost
- The break-even point for each campaign, in plain numbers
- A monthly profit report that matches QuickBooks or Xero
Free audit check: Missing product cost check. Works with Shopify, PayPal, Google Ads, Meta (Facebook and Instagram) ads, Microsoft Advertising, QuickBooks, Xero.
02Ad spend versus real ordersWe check the sales each ad platform claims against the orders your store actually recorded, and show the gap in dollars.
Budget decisions rest on real orders, each counted once.
Checked every night
- Sales each platform claims beyond the orders your store recorded
- Orders claimed by two or more platforms at once
- Paid visits arriving with no tracking tags, by campaign
- Retargeting ads, shown to past visitors, against what tests measured
What our team does
- Reset ad return targets to what the ads really caused
- Shift budget between channels toward the measured return
- Fix the tracking tags on campaigns that lost them
What you get
- Each platform's claim beside your real orders
- Marketplace, in-store and direct orders kept out of ad credit
- A weekly view of over-claimed sales, in dollars
Free audit check: Ad platform sales claims check. Works with Google Ads, Meta (Facebook and Instagram) ads, Microsoft Advertising, TikTok, Pinterest, Shopify, Google Analytics 4.
03Cash and ad budget planningWe read your books, payouts and ad bills, then state what you can spend on marketing this month and still hold your cash reserve.
You grow with a marketing budget your cash can carry.
Checked every night
- Weeks of cash on hand after payroll, rent and bills
- Payouts and deposits arriving later than scheduled
- Large bills due before the payout that funds them
- How many days each ad channel takes to pay back its cost
What our team does
- Set a monthly spending ceiling for each ad channel
- Hold a planned budget increase when cash runs short
- Flag bills that could move a week to protect cash
What you get
- One monthly figure for safe marketing spend
- A 13-week cash forecast with a slow-sales case
- A weekly cash summary in plain English
Free audit check: Monthly spend capacity read. Works with QuickBooks, Xero, Shopify, PayPal, Amazon Ads and Seller Central, Google Ads, Meta (Facebook and Instagram) ads.
04What each ad dollar addsWe measure what each ad channel adds to your sales, show where the next dollar stops paying, and confirm it with area tests.
You stop adding budget where it no longer brings new sales.
Checked every night
- The return on the next dollar in each channel at today's spend
- Channels past the point where more spend brings little extra
- Whether a planned test has enough volume for a clear answer
- Test results that disagree with what the platform claims
What our team does
- Move weekly budget from saturated channels to ones with room
- Run an area holdout test, pausing ads in some regions
- Restore the paused spend when the test ends
What you get
- A weekly verdict for each channel: room to grow or saturated
- The cost of each test, shown before it starts
- Test results that correct your other reports
Free audit check: Ad channel saturation check. Works with Google Ads, Meta (Facebook and Instagram) ads, Microsoft Advertising, TikTok, Shopify, Google Analytics 4.
05Discount and markdown checksWe price every discount code, sale and markdown by the margin it gives away, and propose price changes above a floor you set.
Discounts go to customers who need them, and slow stock clears with margin kept.
Checked every night
- Codes used mostly by customers who already paid full price
- Orders where stacked discounts fell below your minimum margin
- Slow products holding more weeks of stock than you want
- Sales that pulled orders forward instead of adding new ones
What our team does
- Limit a code to first orders or switch it off
- Schedule a markdown with an end date and the old price back
- Change a price in Shopify, never below your margin floor
What you get
- Margin given away by each code, in dollars
- A margin read on every sale once it ends
- One-click restore of any earlier price
Free audit check: Discount code cost check. Works with Shopify, Google Merchant Center.
06Price and shipping testsWe test a new price, free-shipping threshold or offer on part of your traffic and judge it on profit per visitor.
You change prices after a test shows they earn more profit.
Checked every night
- Profit per visitor for each price being tested
- Test prices losing money past the limit you set
- Stock running out faster under one test price
- Refunds and returns that arrive after a test ends
What our team does
- Launch a price, free-shipping threshold or offer test
- Pause a losing test price before it costs more
- Adopt the winning price, all at once or step by step
What you get
- A clear winner, with the chance it beats today's price
- The original price restored unless you choose to change it
- Test results kept on record, refunds included
Free audit check: Price test candidates list. Works with Shopify, Google Analytics 4.
07Bidding on profit per orderWe send each order's profit, instead of its sale price, to Google and Meta so their bidding chases the orders that earn most.
Google and Meta bid harder for profitable orders and less for thin ones.
Checked every night
- Campaigns whose ad profit fell below ad spend for several days
- Whether Google and Meta received the right profit value per order
- Refunds to correct in Google before its correction window closes
- Duplicate purchase tracking that sends the same order twice
What our team does
- Turn on the profit value feed to Google and Meta
- Move a campaign to profit-based bidding, gradually or at once
- Send refund corrections to Google before the deadline
What you get
- Revenue return and profit return side by side for 14 days
- A daily check that every value arrived
- One-click return to revenue bidding if needed
Free audit check: Profit per campaign check. Works with Google Ads, Meta (Facebook and Instagram) ads, Shopify, Google Merchant Center.
08Marketing plan and pacingWe hold your marketing plan by channel and check it against actual spend, leads and sales every morning, with the cause of each gap.
You catch overspend and shortfalls mid-month, while there is time to fix them.
Checked every night
- Spend, leads, sales and cost per customer against plan, by channel
- Channels on pace to finish the month over or under budget
- Promotions or tests that overlap on the same products or services
- Planned spend above the cash ceiling you set
What our team does
- Move budget between channels to stay on plan
- Cap a channel's budget before it overspends
- Reset the rest of the month's plan, keeping the original on record
What you get
- A plan drafted from your own past results
- Plain answers to what-if questions, such as a 20% cut
- Every plan version with who approved it
Free audit check: Budget pace check. Works with Google Ads, Meta (Facebook and Instagram) ads, Microsoft Advertising, TikTok, Shopify, Google Analytics 4.
09Tracking and data checksWe check every night that your tracking, product feed, landing pages and account connections work, and rank each failure by money at risk.
Broken tracking and feeds get fixed the next morning, before they cost a week of sales.
Checked every night
- Share of orders and leads that reached Google, Meta and Analytics
- Products disapproved in Google Merchant Center, weighted by recent sales
- Landing pages that fail to load, run slowly or show no stock
- Account connections and access that are about to expire
What our team does
- Re-send missed purchase or lead events to the ad platforms
- Pause ads on products that cannot sell until they are fixed
- Fix feed fields and reconnect expiring accounts
What you get
- Every failure ranked by dollars at risk
- Alerts at any hour for checkout or tracking outages
- Month-end numbers you can trust, day by day
Free audit check: Tracking match check. Works with Google Analytics 4, Google Ads, Meta (Facebook and Instagram) ads, Google Merchant Center, Shopify, Klaviyo, QuickBooks, TikTok.
10Why sales moved, explainedWe break every change in your sales into its causes, price each one in dollars and lay out the next move.
You know why results moved before the monthly meeting, with the fix attached.
Checked every night
- Changes in traffic, conversion rate and order or job value by channel
- Effects of promotions, stockouts, returns and seasons
- Campaigns spending past the point where profit peaks
- Revenue pace against target with the days left in the month
What our team does
- Move budget away from spend past its profit peak
- Brief new ads when a creative change caused the drop
- Save targets and spending limits for each channel
What you get
- A weekly summary that leads with the answer
- Every number linked to the data behind it
- Forecasts scored against what actually happened
Free audit check: Why sales moved summary. Works with Google Ads, Meta (Facebook and Instagram) ads, Google Analytics 4, Klaviyo, Shopify.
11Owner and partner reportingWe prepare the monthly report for your owners, partners or investors and track the follow-ups you promised them, with every figure linked to its source.
The people you report to hear the numbers from you first.
Checked every night
- Report dates coming up for owners, partners or investors
- Numbers that moved enough to explain before anyone asks
- Follow-ups you asked us to track that are now due
- Problems priced overnight that the people affected have not heard about
What our team does
- Prepare the monthly report for an owner, partner or investor
- Draft the update on any big change, for you to send
- With your written approval only, read-only checks of a shared inbox for overdue replies
What you get
- A ready report each month in plain English
- Drafts with every figure linked to its source
- Nothing sent unless you send it yourself
Free audit check: Not part of the free audit. Works with Google Ads, Shopify, Google Analytics 4, QuickBooks.
Every month
Your monthly profit review
Once a month, your named US account lead walks you through profit, cash and spend in plain English. Every figure links back to its source.
- A plain-English profit review with your named US account lead
- Profit by campaign, channel and product or service, after every cost
- Each ad platform's claimed sales beside your real sales
- Your safe marketing budget for next month, from your books
- Plan against actual by channel, with the cause of each gap
- Tracking and data problems found and fixed, ranked by dollars
What we measure
The figures that decide your budget
Profit after marketing
What is left from each sale after product or job cost, fees, discounts and ad spend.
Break-even ad return
The return on ad spend each campaign needs before it starts making money, worked out from your margin.
Over-claimed sales
Dollars of sales the ad platforms claim beyond the sales you recorded.
Weeks of cash
How many weeks your business can run on cash after committed bills, against the floor you set.
Plan versus actual
Spend, leads, sales and cost per customer against the plan, by channel.
By industry
Where profit reporting matters most
Online stores (D2C)
Margin, attribution, pricing and profit bidding matter most, because product cost, shipping and discounts decide each order's profit.
See the plan Nebula for Amazon and marketplace sellersAmazon and marketplace sellers
Amazon fees and product cost sit beside your own store, so every channel is judged on one profit basis.
See the plan Industry hubHome services
Cash planning, tracking checks and plan pacing matter most, with profit read from invoiced jobs.
See the plan Industry hubHealthcare
Plan pacing and plain monthly reporting by location, with new patients read from your practice system.
See the plan Industry hubHospitality
Cash planning around the seasons, with direct bookings set against OTA commissions.
See the plan Industry hubLegal
Plan pacing and reporting by case type, so spend follows the cases that sign.
See the planGoal packages that include it
Services our team uses
Other managed programs
Do you replace my bookkeeper or accountant?
No. We read the books your bookkeeper keeps and never write to them. You get marketing profit, cash and budget figures that match your accounting system.
My ads look profitable. Why check?
A campaign can look profitable inside the ad platform and still lose money after product or job cost, shipping, discounts and fees. We show the figure after every cost.
What if my product or job costs are missing?
We start from the costs your systems already hold and list the items missing a cost, largest sales first. Figures that need a cost are labeled until it is added.
Do I need to install a tracking pixel?
No new pixel is needed. Our software reads your ad accounts and your own sales records and checks one against the other every night.
Who owns the data and reports?
You do. Your accounts, data and reports stay yours, and you keep them if you leave. You, your account lead and anyone you add can see them.
Is there a long contract?
No. Service is month to month with no long contract and no setup fee. You can cancel and keep everything we built in your accounts.

Know what your marketing really earned
Ask for your free marketing audit. We check your tracking and ad platform claims against your records and send the top fixes in writing.






