FOR BUILDING TRADES AND SERVICE COMPANIES DOING $500,000 TO $5 MILLION

Find the Money. Keep More of it. Build a Better Business.
Business and Tax Advisory for Building Trades and Services Companies

You built a real business. It produces revenue, keeps people working and may have you putting in 80 to 100 hours a week just to keep it moving. Somewhere along the way, the business you built to give you a better life is nothing more than a job with overhead. We listen, find the problem behind the problem and translate the numbers into plain English. We help contractors find money they don’t know they have, keep more of it and build a business that supports their life instead of consuming it.

Busy Is Not the Same as Profitable

You can work 100 hours a week and wonder how you’re going to make payroll. When nobody is helping you understand what the numbers mean, you end up guessing. Guessing is expensive, and exhaustion is a lousy management system.

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The Numbers Need to Work Together

Tax strategy, fractional CFO advisory, cash flow, job costing and bookkeeping should not live in separate little boxes. We bring them together so you can make better decisions before the money is spent or the tax return is filed.

Cash Flow and Fractional CFO Services

Revenue does not pay the bills. Cash does. Our fractional CFO services turn cash flow, pricing, gross margins, job costing, KPIs, hiring decisions and owner pay into information you can understand and use. We help you see where the money is coming from, where it is leaking and what possibilities exist for improving profit and control. You get ongoing financial leadership without hiring a full-time CFO.
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Understanding Comes Before Advice

You probably do not need another report or another strategy nobody helps you use. You really don’t need someone who doesn’t return phone calls, answer emails and texts. You need someone who actually listens, asks the right questions, and helps you see the possibilities. You should understand what is happening, why it matters and what to do next.

Your Business Should Support Your Life

We work with owners of Building Trades and Service companies who want a relationship with an advisor, not a “send me your stuff and I’ll give you a return” tax preparer. If the business is making money but still consuming nearly every waking hour, let us have a straightforward conversation. No fluff. No jargon. No sales ambush.