The full operating toolbox, built around your business.
Not a menu of tiers. We start with a conversation and the intake, learn how your shop runs, then build the depth you need across four areas: financial clarity, operational discipline, scalable infrastructure, and strategic growth.
Everything an institutional operating function does, on tap.
Four areas of depth. We build the mix that fits where you are today, and we go deeper as you grow.
Financial Clarity
Know exactly what happened, why, and what to do next.
- Automated monthly close, done in days not weeks
- Monthly P&L with job-level detail
- Balance sheet and cash position
- Plain-English financial narrative each month
- AR/AP aging with follow-up flags
- Clean, CPA-ready books year-round
Operational Discipline
Run on the same numbers the best shops run on: job margin, WIP, overhead rate.
- Job-level profitability by project, crew, and customer
- WIP (work-in-progress) schedule
- True overhead rate, calculated and updated
- KPI frameworks and live dashboards
- Bid review and margin validation
- Standardized processes and chart of accounts
Scalable Infrastructure
Systems that hold up as you grow.
- Best-in-class tooling implemented and integrated (QuickBooks, ServiceTitan, Gusto, and more)
- Automated transaction processing
- A reporting cadence you can set your watch by
- Documentation that reduces key-person risk
- Purpose-built automation for how your shop runs
Strategic Growth
Build toward whatever comes next.
- 13-week rolling cash flow forecast
- Annual budget build and variance analysis
- Cash and capital planning
- PE-ready financial presentations
- Bonding and surety support
- Benchmarking and M&A / exit readiness
Three stages, one bespoke engagement.
These stages are illustrative, not a fixed menu. They show how the work deepens as you grow. Every engagement is built around your shop, and most owners start in the middle.
Foundation
Where most owners start. Monthly close done in days, job-level numbers you can trust, and clean books your CPA won't fight you on.
- Automated monthly close
- Job cost summary by project
- Financial narrative with key takeaways
- AR/AP alerts and aging reports
- Walkthrough of your monthly package
- Transaction categorization
- CPA coordination at tax time
Growth
Foundation plus the operating layer. You see margin by job, crew, and customer, a 13-week cash forecast, and where you're bleeding money before the month closes.
- Everything in Foundation, plus:
- Detailed job costing by type, crew, and customer
- WIP (work-in-progress) schedule
- 13-week rolling cash flow forecast
- Bid review and margin validation (2/mo)
- Monthly CFO call
Performance
Growth plus the case for what's next. PE-ready financials, bonding and capital lined up, and books that hold up when a buyer or lender opens them.
- Everything in Growth, plus:
- Bonding and surety support packages
- Annual budget build and variance analysis
- Overhead rate analysis and benchmarking
- PE-ready financial presentations
- Bi-weekly CFO calls
Scoped to you, not to a tier.
We start with the intake and a conversation, learn how your business runs, and build the plan ourselves. You get exactly what you need this year, and it deepens as you grow. No fixed packages, and nothing you're paying for and not using.
Start with the assessmentWhat a typical month looks like
Transaction categorization and reconciliation
We categorize every transaction, reconcile all bank and credit card accounts, and flag anything that needs your input.
Job cost mapping and close adjustments
We allocate costs to jobs, post the WIP entries, and book accruals and deferrals. Then we close.
Reporting package build and QA
We build the full package: P&L, balance sheet, job profitability, cash forecast. Nothing goes out until a human has checked it.
Package delivered to your inbox
You get the package as PDF and Excel, plus a short memo: what mattered this month and what to keep an eye on.
Common questions
What if I'm behind on my books?
We offer a catch-up engagement as a one-time project, scoped to your situation. Once we're current, you roll into a monthly plan. Most catch-ups take 2 to 4 weeks.
Do you replace my bookkeeper?
Usually, yes. We run the full monthly close, so a separate bookkeeper is rarely needed. If an office manager is already handling other things, we work alongside them.
How do you coordinate with my CPA?
We keep your books clean year-round and hand your CPA organized financials at tax time. No scope overlap. We handle the monthly close and reporting. They handle tax planning and filing.
How fast can I get started?
Onboarding takes 48 hours. We connect to your QuickBooks, map your chart of accounts, and start the first month's close within the first week.
Can the engagement change as I grow?
Yes. The scope adjusts as your business grows and your reporting needs evolve. Nothing is locked into a fixed package.
Find your trade
We design and implement purpose-built systems for service contractors who job cost. Pick your trade to see how we handle the specifics.
Don't see your trade? We work with any service contractor who job costs.
The roadmap starts with a short intake.
Tell us how your business runs. We read every answer ourselves, build your Value Creation Roadmap, and walk it with you line by line.
Get your roadmap