FREE Financial Health Self-Assessment for Your Company:
Spot where money is leaking before it impacts your bottom line. Get a clear picture of your company’s financial health - plus a visual breakdown of where and how to make improvements that protect and grow your profits.

Track & Bill Every Change Order:
Stop working for free with a simple, repeatable process. A documented, repeatable process ensures upgrades, design shifts, and added labor are captured before work begins

​Control Material Costs & Vendor Timelines:
Negotiate better terms and prevent budget-eating delays. Material price swings and late deliveries can eat through profits fast. By negotiating smarter vendor terms and implementing real-time tracking, you’ll keep projects on schedule and on budget.

​Calculate True Labor Costs:
Hourly wages are only part of the picture. When you factor in benefits, insurance, training, certifications, and overtime, you see the real cost of each employee. Knowing the true payroll burden helps you price jobs more accurately and avoid unexpected labor overruns.

​Integrate Job Costing & Accounting:
Sync tools for real-time profitability tracking on every project. Separate systems often mean blind spots and late surprises. By syncing platforms like Jobber, Housecall Pro, or Knowify with your accounting software, you’ll see labor, material, and subcontractor costs in real time giving you a live snapshot of project profitability before the job is finished—not after.

Stabilize Cash Flow:
Delayed payments can cripple profitable jobs. Setting clear payment terms upfront and automating receivables follow-ups keeps money flowing consistently. ​

​Use Financial Reports as Leverage:
Financials aren’t just numbers—they’re negotiation tools. Regularly reviewing job cost and income reports helps you spot shrinking margins and recurring problem areas. With this data in hand, you can renegotiate terms and tighten budgets before profits slip away.

Automate Payroll, Billing & Reporting:
Manual admin work is a drain on your time and focus. Save time, reduce stress, and stay compliant with modern tools that can handle compliance, tax filings, direct deposits, and instant invoicing automatically.

​Work With a Trade-Specialized Partner:
Every contractor faces unique financial challenges. A specialized advisor understands your industry, helps you bid smarter, and plans for growth swings. A virtual CFO provides year-round guidance and strategy without the overhead of a full-time hire.