Monthly close, job-level profitability, cash flow you can see 90 days out, and someone who tells you what the numbers mean. Built 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.
Most trades businesses your size have someone entering transactions and a CPA they hear from at tax time. What's missing is the layer in between: someone closing the books every month, checking that the numbers can actually be trusted, and telling you which jobs made money, where cash is headed, and what to do about it.
Companies with a few hundred employees hire a controller and a CFO for that. You shouldn't need their payroll to get their answers.
One flat monthly rate based on your volume, complexity, and the level of service you need. If your books need cleanup before monthly service starts, that's a separate one-time fee. You get both numbers on the discovery call, before anything is signed. No hourly billing, no meters, no upsell treadmill.
New monthly clients start on the 15th of each month. Cleanup, if you need it, starts as soon as it's scoped, so the two can run back to back.
We work with home services and trades businesses: HVAC, plumbing, electrical, roofing, general contracting. Not because we can't do other industries, but because focusing means we already know your world. Job costing. Materials as pass-through costs. Seasonal cash swings. Equipment financing. Progress billing. You won't spend the first three months explaining your business to your accountant.
If you're an owner-operator doing solid revenue who's good at the work and done guessing at the numbers, we should talk.
The application takes about five minutes. We onboard a small group of new monthly clients together, once a month, so nobody gets set up in the middle of a close. Your answers tell us whether we're the right fit before anyone spends thirty minutes on a call.