Books closed every month, in plain language, for HVAC, plumbing, electrical, roofing, and contracting businesses. In the age of AI and automation, we still put human eyes and human judgment on every number.
That's the shape of it for most trades businesses doing real revenue. There's a bookkeeper, or a spouse, or nobody. And there's a CPA you hear from once a year with a number you weren't expecting. Between those two people sits the work that actually runs a business: closing the books every month, checking the numbers can be trusted, and saying out loud which jobs made money and which ones quietly didn't.
Companies with a few hundred employees hire a controller for that. You shouldn't need their payroll to get their answers.
Months of uncategorized transactions. Accounts that haven't been reconciled since who knows when. A deadline getting closer. We clean it up, catch it up, and hand you books a CPA, a lender, or a buyer can actually use. One flat fee, and it starts as soon as it's scoped.
See how cleanup works →Monthly close, job-level profitability, cash flow you can see 90 days out, and someone who explains what changed and why. Controller and CFO-level work at a flat monthly rate, without the salary. New clients start on the 15th of each month.
See what a month looks like →We work with HVAC, plumbing, electrical, roofing, and general contracting businesses. Not because the work doesn't transfer, but because narrowing means we already know your world before you explain it.
Job costing. Materials as pass-through costs. Seasonal swings that make a good year look like a bad quarter. Equipment financing. Progress billing. Retainage. You won't spend the first three months teaching your accountant how your business makes money.
The application takes about five minutes and asks for real numbers: how many accounts you run, how far behind the books are, when you last filed. That's what your quote gets built from. If we're the right fit, you'll hear back within one business day with a link to book a call.