The financial clarity to grow, profit, or exit — on your terms
We bring CFO-grade financial infrastructure to HVAC, plumbing, electrical, roofing, and general contracting companies. Whether you're scaling revenue, fixing margins, or preparing for a transaction — we build the financial foundation that makes it possible.
What we see with most growing contractors' financials
Outgrowing your bookkeeper is a good problem — but the gap between basic books and institutional-quality financials costs real money. Most businesses don't realize what they're missing until a deal falls through or a cash crisis hits.
Financials that don't match reality
Revenue looks solid on the top line, but your books can't tell you which jobs, trades, or locations are actually profitable. Without accrual-basis reporting and proper cost allocation, every decision is based on incomplete data.
No connection between operations and finance
Your field service platform, billing system, and accounting software each tell a different story. Nobody reconciles them. Revenue recognition is inconsistent and your operational metrics can't be traced to the general ledger.
Scaling without financial infrastructure
You've grown from $1M to $5M on instinct and hustle. But the chart of accounts is a mess, there's no departmental P&L, no cash flow forecast, and no monthly close process. You're growing fast — but flying blind.
Not ready when opportunity knocks
A potential acquirer or investor asks for auditable financials — and you realize your books aren't close. The deal timeline compresses, diligence reveals surprises, and value walks out the door.
Three paths, one standard of financial rigor
Whether you're a fast-growing contractor building the plane while flying it, an established company looking to improve margins, or an owner preparing for an exit — we meet you where you are and build toward where you're going.
Contractors Scaling Revenue
You're growing fast and need accrual-basis financials, proper revenue recognition, cash flow visibility, and a chart of accounts structured for your next phase of growth. We build it right from the start so you don't have to rebuild later.
Companies Improving Profitability
Revenue isn't the problem — margins are. You need departmental P&Ls, proper cost allocation, and monthly financial packages that show exactly where money is being made and where it's leaking. We turn your financials into a management tool.
Owners Preparing to Exit
You're 12–36 months from a potential sale and want to maximize value. We restructure your books to institutional standards, normalize EBITDA, and build the financial narrative that buyers and their diligence teams expect.
Full-service financial infrastructure, not just bookkeeping
Every engagement is tailored to your stage and goals. Here's what the full platform looks like.
Accrual-Basis Monthly Financials
Income statement, balance sheet, and cash flow — closed within 15 business days on accrual basis. Revenue recognized when earned, expenses matched to the period incurred.
Departmental P&Ls
Instead of one blended P&L, you get separate statements by trade, department, or location — each broken out to gross profit. See exactly which parts of your business drive value.
Cash Flow Forecasting
A rolling 13-week cash flow forecast updated monthly, plus longer-term projections tied to your growth plan. Know your runway and exactly when you need capital.
Monthly Financial Package
P&L, balance sheet, cash flow, and management commentary highlighting what changed and why. Not just numbers — context and narrative for your leadership meetings.
KPI & Operational Reporting
Custom dashboards connecting financial data to the operational metrics that drive your business — customer acquisition cost, gross margin by trade, revenue per tech, and more.
Transaction Readiness
For companies heading toward a sale: EBITDA normalization, quality of earnings prep, working capital analysis, and a clean data room. We know what diligence teams look for.
Deep expertise across the trades
HVAC
Plumbing
Electrical
Roofing
General Contractor
Frequently asked questions
Go deeper on your growth stage
See what institutional-grade financials look like for your business
Book a free 30-minute call. We'll review your current books and show you exactly what we'd change — no obligation.
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