Luke walks through a simple framework:
Know where you are going
Identify your starting point
Choose a North Star that reflects the real cash needs of your business.
From there he covers what accurate books actually look like (reconciled accounts, job-costed transactions, split loan interest, updated budgets, and monthly WIP), why work-in-progress is the single most important report you run, and how schedule and gross profit percent are the two levers that move profitability.
He closes on the difference between SOPs that collect dust and real accountability tied to a specific number and owner, and shows how to use Adaptive's WIP module, approval workflows, and AI Assistant to surface budget overages and keep project managers on cadence.
Access the slide deck here: