Services
Five disciplines, one operating system.
We engage on individual workstreams or as the connective tissue across all of them. Most growing shops start with job costing or cash flow. Those preparing for a transition start with a clean financial model a buyer can trust.
- 01
Job costing & profitability
See the real margin on every job — labor, materials, subs, overhead — tied together from the field to the P&L, without weekend spreadsheet marathons.
- +Cost coding aligned to how you actually bid
- +Labor burden, truck cost, and overhead allocation that hold up
- +WIP, over/under-billing, and estimate-vs-actual reporting
- 02
Cash flow & AR/AP
A weekly cash picture you can trust. Know what's coming in, what's going out, and which invoices are actually going to get paid.
- +13-week rolling cash forecast built from your data
- +Collections workflow and aging that doesn't hide behind averages
- +Payables cadence tied to cash on hand, not gut feel
- 03
Owner dashboards & KPIs
One place — updated daily — that answers the questions you actually ask on Monday morning. Revenue, backlog, gross margin, cash, crew utilization.
- +Revenue, backlog, and booked-vs-billed trends
- +Gross margin by trade, job type, and technician
- +Close rates, callback rates, and service-agreement health
- 04
System integration
Get your field software, accounting, and spreadsheets to speak the same language. Enter data once. Trust it everywhere.
- +ServiceTitan, Housecall Pro, Jobber, Sage, QuickBooks, Foundation
- +Field-to-office data flow without double entry
- +Clean handoffs between estimating, dispatch, and billing
- 05
Financial operations advisory
Pricing, crew productivity, material waste, and tax posture — examined where the data lives, then acted on.
- +Pricing and rate-card diagnostics
- +Overhead review and cost-savings identification
- +Coordination with your CPA on entity structure and tax planning
Not sure which one you need?
That is usually the right reason to talk.
Get in touch