FINANCIAL STRATEGY BUILT FOR CONTRACTORS & TRADES
We Give Contractors The Financial Tools To Build A Stronger And More Profitable Business
YOU OWN THE FIELD - DON'T LET YOUR BOOKS DRAG YOU DOWN!
You Are Chasing Storms, Managing Crews, And Fighting With Adjusters
— But You Are Still Asking: Where Is The Actual Profit?
The Work Is There BUT The Money Is A Mystery
⚠️ Your Job Costing Is A Guess, Not A Science
⚠️Your Bookkeeper Enters Data, But Can’t Tell You If You're Actually Making Money On That Fire Loss Job
⚠️ You Are Scaling Revenue, But Cash Flow Feels Tighter Than Ever
Deep Down, You Aren't Just Worried About Working Hard. You’re Wondering:
"Am I Building A Valuable Asset, Or Just Buying Myself A High-Stress Job?"
YOU DON’T NEED MORE THEORY…
GET NUMBERS YOU CAN ACTUALLY TRUST!
Our Focus is on Practical Solutions That Impact Your Bottom Line:
✅ Cleaning Up The Numbers in Your QuickBooks So You Trust Your Data
✅ Building Job Costing Systems That Match How You Actually Build
✅ Forecasting Cash Flow So You Never Have To Worry About Payroll Again
Whether You Are Trying To Fix A Mess Or Preparing For Expansion: We Provide The Clear Numbers And Decision Making Support That You Need To Stop Stressing And Start Building!
FIX THE FOUNDATION ⇨ SCALE YOUR PROFIT
PHASE ONE
THE FINANCIAL FOUNDATION
You can’t scale on a cracked foundation. In this 90-day sprint, we scrub your historical data, fix your job costing, and pour a clean financial concrete slab for the future of the business.
✅ 1. Forensic Data Repair - The Clean Slate We don't just review books. We hunt down miscategorized expenses and balance sheet errors so you get a set of books you can finally trust.
✅ 2. WIP Implementation - Stop Guessing Most contractors run on "cash basis" guessing. We build a Work-In-Progress (WIP) schedule that matches revenue to actual field costs, so you finally know the true profitability of every single job.
✅ 3. The Cash Survival System We stop the "bank balance" panic. We build a rolling 13-week forecast that tells you exactly when cash is tight and when it’s safe to spend—weeks in advance.
✅ 4. The "Profit Leak" Audit We find exactly where you are losing margin—unbilled change orders, material waste, or overhead creep. We usually find the fee for this phase right here.
PHASE TWO
THE FRACTIONAL CFO RETAINER
Now that the foundation is set, we shift gears to forward-looking strategy. As your financial co-pilot, we ensure you don't just grow revenue, but actually keep the profit.
✅ 1. Monthly Strategy - Focus on Profit
We stop looking in the rearview mirror. Every month, we review your margins and set specific profit targets for the month ahead. We hold you accountable to hitting them.
✅ 2. Active WIP Monitoring We act as your alarm system. We monitor your WIP schedule monthly to catch "profit fade" on active jobs and fix margin slips before the job closes.
✅ 3. Capital Planning & Budgeting Need a new truck? Want to hire a GM? We run the numbers before you spend the money to ensure you can afford it without putting the company at risk.
✅ 4. The CEO Dashboard We boil your entire financial picture down to the 4 numbers that actually drive the business, letting you make high-level decisions in seconds, not hours.
WHO IS THIS FOR?
We don’t work with everyone -
We specialize in
Contractors & Trades
✅ THE RIGHT FIT:
Revenue: You are a growing business scaling up to $20M+ (We handle everyone from fast-growing startups to established players)
Industry: General Contracting, Restoration, Roofing, MEP (Mechanical, Electrical, Plumbing), Landscaping, or Specialty Trades (Duct Cleaning, Drywall, Surface Care)
The "Language Barrier": You want a partner who actually knows your industry software - We understand the operational tools (like Xactimate, BuilderTrend, or ServiceTitan) that feed your ERP - You don't have to waste time teaching us the business
Mindset: You are tired of "winging it" and are ready to be held accountable to a budget
❌ THE WRONG FIT:
The "Tax Filer": You are just looking for the cheapest bookkeeper to keep the IRS off your back once a year
The "Off-the-Books" Operator: You want to hide income or pay crews under the table - We build valuable, sellable assets which means we keep everything above board
The "Paper Clinger": You want clarity, but you aren't willing to use digital tools or change how your field crew tracks their time and materials
FREQUENTLY ASKED QUESTIONS
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Usually, no. In fact, we prefer to keep them. We act as the Fractional CFO who adds the strategic layer that most bookkeepers simply aren't trained for. We review their work to ensure the data is field-accurate, then we use that data to help you plan the future. We collaborate with your Sales and Operations leaders so the whole team is moving in the same direction — without you having to micromanage the process.
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Only if you are stuck on "Desktop." To give you real-time clarity, we require cloud speed. We specialize in modern systems like QuickBooks Online and Xero.
If you are already on the cloud: Great! We optimize what you have.
If you are on Desktop: We can advise you on the best upgrade path for your specific trade—but we only recommend a switch if it’s truly necessary for your growth.
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We take the weight off your shoulders. In Phase 1, we do the heavy lifting in the background. In Phase 2, we interface directly with your department heads (Ops, Sales, Admin) to keep the numbers accurate. We typically need just 60 minutes a month with you for our Strategy Call.
Of course, we are always available in between calls if you have a burning question or a big decision to make. Your job is to lead the company; our job is to give you the numbers to do it.
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We help you coordinate the tax filing process. We ensure your books are tax-ready all year round so you never have a panic attack in April. For the actual filing, we can work seamlessly with your existing CPA, or we can bring in our trusted tax partners to handle it for you.
STOP GUESSING
Start Building!
You can go another year stressing about payroll, guessing on job costs, and wondering where the profit went.
Or, you can fix the foundation in 90 days and start building an asset that serves you.
The conversation is free -