top of page
Home (3).png

INDUSTRIES WE ELEVATE

Restaurant/Hospitality

 

Manufacturing/Distribution

 

Construction

 

Real Estate

 

Retail/Consumer Goods

 

Nonprofits/Associations

 

Other Professional Services

SHEA & SHEA, CMA FIRM

Strategic Pricing, Margin Maximization & Cash Flow Optimization

Executive Offerings

  • Restaurant Menu Engineering & Margin Optimization: High-frequency analysis of menu item performance, margin vs. popularity reviews, and actionable categorization to maximize food/beverage profitability.

  • Strategic Pricing & Competitive Benchmarking: Value-based pricing structures, price gap analysis, and product/service-level comparisons (Your Price vs. Market Average vs. Competitor Range).

  • Business Profit Intelligence & Recovery Audit: Comprehensive health assessments, profit leakage identification, expense/overhead reviews, and vendor/supplier contract analysis.

  • Cash Flow & Capital Protection: Tailoring cash flow forecasting to tight operational cycles, inventory carrying costs, change orders, and retainage management.
Complete Intake Form
Dynamic Budgeting & Forecasting

Executive Offerings

  • Predictive Financial Modeling: Rolling forecasts, quantitative scenario analysis, demand planning, and financial impact modeling.
     

  • Advanced Cost Accounting: Activity-based costing (ABC), standard costing, labor efficiency tracking, and variance analysis.
     

  • Enterprise Budgeting: Comprehensive long-range strategic planning, baseline spend management, and department-level accountability frameworks.
     

  • New Offering & Launch Analysis: Proposed pricing reviews, profitability projections, and go-to-market financial assessments for new concepts or locations.

Complete Intake Form
Business Intelligence & AI Integration

Executive Offerings

  • Advanced Data Engineering & Pipelines: Extracting, processing, and visualizing massive, unstructured datasets using programming languages like Python, SQL, and R.

  • Workplace AI Application & Tech Evaluation: Automating manual data tasks, deploying predictive AI analytics, and modernizing legacy financial software.

  • Executive BI Dashboarding: Building custom Power BI or Tableau interfaces tracking real-time KPIs, project margins, employee productivity, and financial health.

  • Continuous Governance & Advisory: Monthly dashboard updates, interactive performance reviews, progress trackers, and executive implementation roadmaps.












     

Complete Intake Form

OUR IMPACT

$420,000+
generated from minor cost optimizations

Documented bottom-line gains across client engagements from targeted pricing and cost improvements.

bottom of page