Avori sits above the software your company already runs — CRM, accounting, spreadsheets, communication — and unifies operations, finance, reporting, workflows, and AI into a single executive view. Six command centers do the work. One intelligence layer continuously monitors all of them. Built, installed, and operated by Margin Max.
30 minutes · operator-to-operator · no pitch
Actual Margin Max engagement outcomes · client names and account-level values held in confidence
Avori is not another app to buy, learn, or migrate to. It is an Executive Operating System — commissioned on top of the tools your company already runs: JobNimbus, AccuLynx, ServiceTitan, HubSpot, QuickBooks, Google Sheets, Excel, and custom workflows.
It combines operations, finance, CRM, reporting, workflows, AI, and executive decision-making into one operating system — every number reconciled nightly, every signal monitored continuously, one place the day begins.
Nothing new to buy or migrate to. Avori is built into your existing stack and runs on the data the business already produces.
Cash flow, receivables, revenue, production, financial control, and the executive scorecard — each answering one executive question.
Maximus continuously monitors every center, correlates the signals, and surfaces the next move — ranked by dollar impact.
Not renderings. Working product surfaces — every number reconciled nightly, every screen built for an owner who runs on numbers.
The intelligence core, communications, business systems, and files — live, standing by, or planned. You always know exactly what is connected and what Maximus is monitoring.
Cash, margin, receivables, pipeline, and production — reconciled into a single mission-control view. Faster, more confident decisions every single day.
Executive actions ranked and ready, approvals waiting in one queue, recent movement observed by the system — seven things to move, nothing to hunt for.
The day in review, delivered like a chief of staff would deliver it — what shifted while you were heads-down, what carries into tomorrow, and the first move to make in the morning.
Every exchange becomes a memory on the timeline. Ask it anything it holds — the business stops forgetting.
The operating manual of the business, organized live — companies, people, projects, meetings, documents.
Email, calendar, CRM, accounting, files, and voice — nothing can enter or leave without explicit, founder-authorized permission.
Cleared to zero decisions, not zero messages — triaged, drafted, and ready for the sign-off only you can give.
Every number arrives with the next move attached — confidence-scored, sourced, and sized against the target.
Cash, margin, receivables, jobs, pipeline, people — ask in plain English. Every answer cites the record behind it.
Six command centers, one intelligence layer. Each center answers one executive question — every number reconciled nightly, monitored continuously by Maximus.
“What needs my attention today?”
Cash, margin, receivables, and jobs — with an attention feed ranked by financial exposure. Of everything on screen, the one move that matters today is already flagged.
“How long can I operate safely?”
The 13-week forecast, updated nightly — runway, the lowest week in the horizon, and the buffer above the floor. Cash run from a model, not the bank balance.
“How much cash is trapped?”
Earned revenue sitting in other people's bank accounts — aged, ranked, and worked on a structured cadence that pulls DSO down and frees the float.
“Where does next month's revenue come from?”
Pipeline health measured against the number you have to hit — by source, by stage, by rep — so next month is a plan, not a hope.
“Which jobs are hurting margin?”
Margin variance vs. bid on every active job, capacity utilization, and schedule risk — under-performing work caught in production, not at year-end.
“Are we winning or losing?”
Every department graded, the composite trending, and the drag named — a live scorecard instead of a spreadsheet rebuilt every Monday.
Maximus is the AI Chief of Staff inside Avori. In the business, it continuously monitors all six command centers, isolates where margin is leaking, and surfaces the exact next action — ranked by dollar impact. You operate from Avori; Maximus runs the analysis beneath it.
“The path is clear, and it is sequenced. Collect first — then protect production margin on the three slipping jobs, and reactivate the stalled pipeline. Executed in order, these moves defend an estimated $184,000 in annual margin — without a single new sale.”Meet Maximus → See a full read-out →
— Maximus, executive summary
Avori runs on operational infrastructure Margin Max has been installing inside founder-led companies for two decades. Every engagement resolves to a measurable change in how the business operates.
The systems, cadence, and accountability that let a founder step out of the day-to-day.
Pipeline, workflow, and reporting built to fit the business — one source of truth instead of memory.
The path from estimate to collection, built so jobs move through the system, not around it. Every job runs the same play.
One reporting surface built around real decisions. You open one view on Monday; the numbers are clean; the next decision is obvious.
The weekly rhythm and clear ownership that holds the team answerable to the numbers — without the owner in every conversation.
Cash position two weeks ahead, margin reconciled weekly, collections on a schedule — discipline as a system, not a personality trait.
Applied intelligence installed where it earns its keep — surfacing risk, monitoring the whole operation, recommending the next move.
The busywork automated against the record — capture, triage, drafting, and reconciliation that never sleeps and never forgets.
Every engagement begins with the diagnostic — a structured read of how the business actually runs. 30 questions, 5 minutes, one score, and the one constraint holding margin back. Nothing is prescribed before the field study is complete.
Revenue, cost, cash, and receivables captured to establish the true starting picture.
The business organized into six command centers, each scored 0–100, so every number has a home.
All six centers analyzed at once — margin leaks isolated, quantified, and ranked by annual dollar impact.
The findings, walked operator-to-operator, with the sequenced 90-day plan to recover the margin.
Margin Scan · your score & what the gaps cost
Command Center Diagnostic · six centers, one read
The briefs, case studies, and working demonstrations behind the system — the same documents clients operate from.
Case Studies · PDF
Three engagements, three transformations — $1.5M+ AR recovered, $372,865 captured, a 135-job backlog retired. Anonymized, actual outcomes.
Open the portfolio →
Executive Brief · PDF
The architecture behind Avori — how six command centers and one intelligence layer turn a founder-led company into an operating company.
Read the brief →
Guide · PDF
How the diagnostic works, what it measures, and how to read your score — the field manual for the first step of every engagement.
Read the guide →
Sample Report
The 90-minute working session that quantifies your margin leaks — and the sample report showing exactly what you leave with.
See what you receive →
Working Demonstration
A complete diagnostic run on a demonstration operation — six centers scored, $688,000 in annual margin opportunity isolated.
Walk the demonstration →
Working Demonstration
The intelligence engine at work — 247 signals, three margin leaks, and $184,000 defended, sequenced by speed-to-cash.
See the engine work →
Jeremy Reece has spent more than two decades inside founder-led businesses — not advising them from across the table. Finance leadership, multi-crew field operations, construction systems, and hospitality at volume: the work has been done in the operator's seat, wherever the business was growing faster than what one person could hold together.
Avori is what that record builds toward — the operating system he had to assemble by hand, finally in one place.
As a national financial educator, Jeremy spent 14 years teaching cash flow, financial literacy, and operating discipline to 150,000+ professionals across all 50 states — developing curricula for nationally recognized programs and training public speakers along the way. The pedagogy is mature; the implementations today are operator-led.
I had the opportunity to work closely with Jeremy during our time at Planet Hollywood, where he served as Controller under my leadership. His financial acumen, attention to detail, and ability to manage complex operations set him apart early on. More importantly, Jeremy understands how to align financial oversight with day-to-day operations — something most professionals never fully grasp. He's someone I've trusted both professionally and personally for decades.Michael WelchDirector of Operations · BLH, New York
Jeremy has a rare ability to step into a business, quickly identify breakdowns in systems and CRM workflows, and turn them into scalable, revenue-producing processes. His understanding of supplementing and operational structure makes him a valuable asset for any company looking to tighten operations and increase profitability.Joe StephensOwner & President · Sure Claims
Additional references available on engagement.
Identity and credit intelligence — partnered tools for protecting the financial identity of the businesses and teams we serve.
All three FICO professional designations — credit and scoring interpretation at the highest credential the field offers.
Margin Max partners with platforms and professionals serving founder-led companies. Referral and affiliate inquiries are handled by Jeremy directly.
Start the conversation →Thirty quiet minutes with Jeremy Reece. Walk your operation, see where margin is leaking, and leave with a clear next step. No pitch.
Prefer to talk first? Call or text Jeremy directly — (316) 751-6626 · Jeremy@MarginMaxllc.com