The 5-Step Audit
Simpro and Xero, gone through line by line. $750.
Find the $50K–$200K Leaking From Your Trade Business
Tap for sound
Revenue's growing. You're busier than ever. But the bank account tells a different story. You KNOW there's money leaking somewhere. And you can't see where.
I don't sell the audit cold. We'll spend twenty minutes on the phone first and I'll tell you whether it's worth doing.
Book a 20-minute call first →Come from the scorecard?
The scorecard told you which of the three is holding you back - Demand, Capacity or Control. This tells you the number. Same five steps for everyone. What changes is what we go looking for first, and your result decides that before we start.
Sixty minutes. Your Simpro and Xero on a screen. $750.
Recorded so you can rewatch.
I don't sell the audit cold. We'll spend twenty minutes on the phone first and I'll tell you whether it's worth doing.
Book a 20-minute call first →Opens in a new tab. This is what you get after the audit.
What other tradies found
Real results from real audits
“Pete found $47K in unbilled work sitting in our system. Money we'd completely missed. The audit paid for itself 150 times over.”
“I thought our margins were fine. Turns out we'd been pricing travel wrong for two years. Fixed it the next day.”
“Best $750 I've spent on my business. In 60 minutes I had more clarity than 6 months of staring at reports.”
Proven results
What happens when you fix the system
Not theory. Not promises. Actual numbers from trade contractors who stopped guessing.
Security contractor
-$10K → +$30K/mo
From losing $10K a month to clearing $30K a month. Same team. Just plugged the leaks.
HVAC contractor
8% margin recovered
$160K a year was walking out the door. Travel time wasn't being billed. Fixed in one session.
Insurance repair, mixed trades
Profitable in 45 days
Lost money for six months straight. Forty-five days later, every month in the black.
Case studies
Real trades businesses. Real numbers.
$9M COMMERCIAL ELECTRICAL · BRISBANE · 25–30 STAFF
FINANCE + LEADERSHIP · PHASE 2 BUILD
$1.2M net profit in FY26, ahead of forecast - weekly rhythm installed only 3.5 months earlier.
Winning tenders at 8–12% GP, 60% dependent on one builder, the MD stuck in operations. Four months in: weekly financial rhythm, a margin floor at quote, three new builders signed, and a $14M forward pipeline.
“We didn't really do any forecasting in the past... now they can see what we're aiming for. Really helpful.”
$2.6M ELECTRICAL · 14 STAFF
SALES + FINANCE · PHASE 2 BUILD
From a -$84K month to +$90K, +$48K, +$61K in consecutive months.
Started at roughly 1% net profit with builder pricing that hadn't kept pace with costs. One six-week cycle: rates lifted, a material levy introduced, true labour costs loaded into SimPro. Gross margin now running 33–34%.
“It was just an absolute game changer... it showed us what we need to be charging, and where the cracks were.”
$2.9M COMMERCIAL ELECTRICAL · MELBOURNE
DELIVERY + FINANCE · PHASE 2 BUILD
Real GP lifted from 22.5% to ~28% on priced work - in about four weeks.
SimPro was overstating gross profit by five points, and one mega-job was dragging the whole year negative. Within a month: true labour costs loaded, a 25% margin floor on jobs over $50K, and the profit planner in daily use.
“My first point of call is this profit plan - so we can all have a dabble and make sure we're all involved.”
$1.6M+ DOMESTIC PLUMBING · SERVICE & MAINTENANCE
PEOPLE + DELIVERY · THE FIRST PIVOTAL HIRE
Most profitable month on record, six months in - with an ops manager now running the day-to-day.
Joined with messy job lists, invoicing delays and labour costs overstated by about $10K a month. Six months later: systems cleaned up, GP holding 45–50% without discounting, and the owner preparing to take a holiday while the team runs the business.
“Biggest month ever.”
The 5 steps take 10+ hours.
Or $750.
Same system. I do the work. You get the answers.
I'll dig into your Simpro and Xero, run the full five-step audit, and walk you through exactly what I find. Sixty minutes. No homework.
I don't sell the audit cold. We'll spend twenty minutes on the phone first and I'll tell you whether it's worth doing.
Book a 20-minute call first →Let's be honest about what happens next
There are five places the money goes in a trade business. They're listed further down this page, and you'll recognise at least two of them in your own business inside a minute.
Then here's what happens.
- -You mean to go and check
- -A job goes bad on Thursday
- -There's a quote due Friday
- -Six months later the money's still going out the same hole
Not because you're lazy. Because you're running a business. Pulling the reports, cross-checking Simpro against Xero, working out whether your gross profit is even real - that's a full day's work you haven't got, on a job with no deadline attached to it. So it never happens.
Here's the shortcut. Pay me $750, give me read-only access, and I'll do it. You get sixty minutes of your own numbers on a screen.
What you get
Your audit deliverables
60-minute live walkthrough
Of YOUR numbers (recorded so you can rewatch)
Profit leak report
Specific issues found in your business
Priority action list
What to fix first, second, third
Benchmark comparison
How your numbers stack up against similar trades
Follow-up email summary
Everything we discussed, in writing
What I'm looking for
The 5 profit killers I'll hunt
Cash chaos
WIP unbilled, debtor days blowing out, retentions forgotten, progress claims that don't match outgoings.
Pricing leaks
Travel not billed, materials over budget, variations not claimed, markup vs margin confusion.
Owner bottleneck
Every decision through you, no delegation, no systems - you ARE the ceiling.
Invisible drains
Underperformers ($40K+/year each), rework buried in job costs, warranty bleeding margin.
No system, no scale
No weekly review rhythm, no accountability, running on memory and hustle.
Got questions?
Questions you might have
Is this for you?
✓ This is for you if…
- ✓You've looked at the five steps and thought "I'm not going to do all that"
- ✓You run a trade business doing $2M – $10M
- ✓You use Simpro and Xero (or similar systems)
- ✓You know profit is leaking but can't see where
- ✓You'd rather pay $750 than spend a weekend digging through reports
✗ This is NOT for you if…
- ✗You're under $2M - the audit is built for businesses with enough volume for the leaks to be worth finding
- ✗You're keen to run the five steps yourself (go for it!)
- ✗You're not willing to share system access
- ✗You want someone to "fix everything" in 60 minutes
- ✗You're looking for a magic solution without any work
The math
Why $750?
DIY audit
10+ hours of your time @ $150/hour minimum
Done-for-you
60 mins of your time. Same answers.
Plus - I've done this 200+ times. I'll find things in 10 minutes that would take you an hour.
What's it worth to find $50K–$200K in annual profit leaks?
Who's running your audit?
I'm Pete Wesley.
I built the five-step system because I lived the chaos. My own electrical contracting business was on the roller coaster until I got it dialed in - I've made all the mistakes. Now I help blokes like you skip to the answers.
- ✓$490M+ in trade services managed through Simpro
- ✓I have started and grown my own contracting businesses and held CEO roles in some of the biggest contractors
- ✓200+ trade businesses audited
The guarantee
If I can't find at least one profit leak you didn't know about, I'll refund your $750. In 200+ audits, that's never happened. But if it makes you feel better pulling the trigger, there it is.
Sixty minutes. Your numbers on a screen.
Let me run it.
Sixty minutes. You'll know exactly where the money's going and what to fix first. What you do with it after that is the work - and I'll tell you honestly whether you need me for it.
I don't sell the audit cold. We'll spend twenty minutes on the phone first and I'll tell you whether it's worth doing.
Book a 20-minute call first →I take 5 of these per week to ensure proper prep time. If there's a spot, grab it.
See a sample report →Opens in a new tab. This is what you get after the audit.
Here's what happens next
- 1
A 20-minute call first (free)
We talk for twenty minutes and I tell you whether the audit is worth doing. If it is, you book and pay the $750 then.
- 2
Give me read-only access (5 minutes)
Simpro and Xero. I don't change anything, I just look. You get an NDA before you hand over a thing.
- 3
We meet for 60 minutes
I share my screen and walk you through your numbers. Not theory, not examples. Yours. It's recorded so you can watch it again.