Getting started
Here's what working together looks like.
No work starts until you've seen the quote and signed off. After that, the same routine every month.
Your monthly walkthroughVIDEO
Revenue
Materials
Labor & subs
Net profit
In plain English: what moved this month, which job carried it, and what to watch next.
Step by step
From first call to first report
- 1
Free Job Profit Snapshot
One month of your books, reviewed, on one page.
- 2
Follow-up call
A 20-minute walk through the Snapshot and the plan that fits.
- 3
Quote & agreement
Signed engagement letter and first invoice.
- 4
Setup & first close
Bank feeds connected, jobs set up, first month closed.
- 5
Monthly review
A walkthrough of your numbers every month.
Fits around your workday
No midday meetings required
Recorded walkthroughs
A short video of your month. Watch it from the truck or the couch.
Live calls when you want one
Evenings or early mornings, before the job site.
Questions by email
Send a photo of the receipt and a line about it.