The institutional toolkit, built for your stage.
Every plan delivers the same institutional standards. The depth scales with where your business is today. Financial clarity. Operational discipline. Scalable infrastructure. Strategic growth.
Foundation
The reporting foundation that institutional operators run on. Monthly close, job-level visibility, and the financial clarity that every other decision depends on.
- Automated monthly close
- Job cost summary by project
- Financial narrative with key takeaways
- AR/AP alerts and aging reports
- Loom walkthrough of your monthly package
- AI-powered transaction categorization
- CPA coordination at tax time
Growth
Everything in Foundation, plus the operational visibility that drives data-driven decisions. KPI frameworks, cash forecasting, and margin optimization across your business.
- 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
Everything in Growth, plus the strategic infrastructure that positions you for whatever comes next. PE-ready financials, capital access, growth planning, and M&A readiness.
- 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
What 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
Costs get allocated to jobs. WIP entries are posted. Accruals and deferrals are booked. The close happens.
Reporting package build and QA
Your full reporting package is assembled: P&L, balance sheet, job profitability, cash forecast. Everything is reviewed before delivery.
Package delivered to your inbox
You receive your monthly financial package as a PDF and Excel file, with a summary memo highlighting key takeaways and items to watch.
Not sure which stage fits?
Start with a free Value Creation Assessment. We benchmark your operations against institutional standards and recommend the right starting point for your business.
Value Creation AssessmentCommon questions
What if I'm behind on my books?
We offer a catch-up engagement as a one-time project, priced based on scope. 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 handle the full monthly close, so a separate bookkeeper is rarely needed. If you have an office manager handling other tasks, 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 I switch tiers later?
Yes. You can upgrade or adjust your tier at any time. As your business grows, your reporting needs evolve. We scale with you.
Find Your Trade
We build financial infrastructure for service contractors who job cost. Select your trade to see how we handle your specific challenges.
Don't see your trade?
We work with any service contractor who job costs. If you track costs by project, we can build the financial operations around it.
See how your operations compare to institutional standards
Take a free Value Creation Assessment for your trade business. We benchmark your financial and operational infrastructure and show you exactly where the highest-impact opportunities are. No commitment, no sales pitch. Just clarity.
Take the Value Creation Assessment