Financial Clarity for
Business Owners Who
Are Building Something Real.
Each month, 406 Consulting Group sends one issue of The Compass — practical financial insights, tools, and case studies from the field. No fluff. No jargon. Just the things that actually matter.
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What You'll Find in Each Issue
The Compass is built around four consistent sections — so you always know what you're getting and why it matters.
One Financial Insight
Each issue leads with one concept that most business owners overlook — explained plainly, with real numbers.
A Tool or Template
A practical resource you can use immediately — a spreadsheet, checklist, or framework from our client work.
A Real Case Study
Anonymized stories from actual client engagements — what the problem was, what we found, and what changed.
Timely Tax & Planning Moves
Seasonal reminders and proactive planning windows — so you're never caught off guard by a tax deadline or opportunity.
Topics We Cover
in The Compass
Every issue is built around one idea: give you something you can actually use. No theory, no filler — just real-world insight from active client work, delivered in under 10 minutes.
A Preview of The Compass
Each issue is structured, scannable, and built to be useful in under 10 minutes.
The 5 Numbers Every Business Owner Should Know by Heart
Most business owners can tell you their revenue. Fewer can tell you their gross margin. Almost none can tell you their cash conversion cycle. This month, we break down the five numbers that actually tell you how healthy your business is — and how to find them in under 5 minutes...
13-Week Cash Flow Template
The same spreadsheet we use with every new client. Download it, fill in your numbers, and you'll have a 90-day cash forecast by end of day...
From 45 Days to Closing — to Stable in 90
A trucking company came to us through a bank referral. They were weeks from running out of cash. Here's what we found, what we did first, and what changed...
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Past Issues
The 5 Numbers Every Business Owner Should Know by Heart
Most business owners know their revenue. Fewer know their gross margin. Almost none know their cash conversion cycle. This issue breaks down the five numbers that actually tell you how healthy your business is — plus a 1-page financial dashboard template and a real Montana contractor turnaround story.
Download PDFThe Compass gives you the knowledge.
The Business Readiness Review puts it to work.
In a free 30-minute review, we'll look at your current financial infrastructure — books, reporting, tax position, and systems — and tell you exactly where you stand and what to prioritize. No sales pitch. Just a clear picture.