Services
What we actually do
Six things. We do them every month, on every job. We don't sell tax strategy, we don't sell software, we don't sell hours; we sell knowing where you stand.
Job costing, weekly
We code every cost to the right job, every week. No more month-end surprises when an invoice lands on the wrong P&L.
- Weekly cost coding
- Estimate-to-actual
- Change-order tracking
WIP that's actually right
Percent-complete done by job-cost truth, not gut feel. Over/under billing flagged before it bites your bonding capacity.
- Percent-complete
- Over/under billing
- Bonding-ready format
Cash & draw schedules
Pay-app cadence aligned to the actual cost curve. We catch the gap between when you spend and when you bill, every month.
- Pay-app scheduling
- 13-week cash forecast
- Retention tracking
CFO advisory
Monthly review in plain English. Real numbers. Tell us what you're thinking about; we'll tell you what the books say back.
- Monthly review
- Plan-vs-actual
- Strategic questions
Year-end ready
Books close cleanly because they're already closed. Your CPA gets a binder, not a shoebox. Year-end takes a week, not a quarter.
- CPA-ready packets
- Tax-prep coordination
- Audit support
Software setup & cleanup
We work with the systems you have in place. Set up right the first time, or cleaned up if someone else set it up wrong.
- Chart of accounts
- Job structure
- Integration plumbing
How it works
Four weeks in,
your books stop lying to you.
Onboarding takes about a month. After that, we run on a weekly + monthly rhythm. No software to buy. No new logins for your PMs. We meet your stack where it is.
Diagnostic
We dig through 90 days of books, your last three WIP reports, and one open job. We tell you what we found before you sign anything.
Cleanup & structure
Chart of accounts, job structure, and cost codes get rebuilt right. Old miscodings get re-routed. Your CPA gets a heads up.
Weekly rhythm starts
Every Friday, we reconcile. Every Monday, you get a one-page snapshot. Anything fading gets flagged in writing within the week.
Monthly review
45 minutes with your advisor. The numbers, plain English, and three things to do before next month.