You've got a bookkeeper and a CPA. What you're missing is someone who turns those numbers into decisions — every single month. That's the membership. No drawn-out contracts. No $300k hire. Just a finance pro on retainer for your shop.
Records what happened. Categorizes transactions, reconciles the bank, keeps the books tidy.
Files what happened. Handles taxes and compliance, keeps the IRS happy once a year.
Runs what's next. Margins, cash, pricing, hiring, and what the business is worth. The seat most $2–10M shops never fill.
Choose your membership and check out online. No proposals, no quotes, no contract to sign.
Hook up QuickBooks and ServiceTitan — or whatever you run. I build your scoreboard in week one.
Every month: your scoreboard, your cash forecast, and answers to your money questions. Drop in one decision at a time.
The numbers that actually run a trades shop — with the benchmark sitting right next to each one. Green when you're winning, red when you're not.
Know what's in the bank 90 days out. No more guessing whether payroll and that equipment payment both clear.
See which work actually makes money — install vs. service vs. maintenance — instead of averaging it all into a blur.
"Should I hire? Buy the truck? Raise prices? Take the loan?" Drop one in. I model it and give you the answer.
We get on a call and walk your numbers together — what they mean, what to do next, and every question answered in plain English. Recorded, so you can share it with your team.
I only work with home services. Your numbers get compared to real $2–10M operators — not generic "small business" averages.
No contracts, ever. No hourly meter. You always know exactly what you pay and exactly what you get.
Spots are capped to protect turnaround times. When they're full, you join the waitlist.
Same reason you'd rather know your monthly software bill than get surprised by an hourly invoice.
You know the number before you start. No hourly clock, no scope arguments, no "that'll be extra" at the end of the month.
Seasonal business? Pause your membership in the off months and pick right back up. Nothing to renegotiate.
You queue requests; I work them in order. That's the discipline that keeps the turnaround genuinely fast.
I don't do dentists or law firms or SaaS. Just home services. The benchmarks and the playbook are already dialed in.
No — it's the missing third piece. They keep the books and file your taxes, looking backward. I work on top of them, looking forward: margins, cash, pricing, hiring, and value. All three of us make each other better, and I'll happily coordinate with both.
No, and that's on purpose. I'm not a bookkeeper or a tax preparer. I turn the numbers your bookkeeper produces into decisions. If your books need cleanup before I can build a clean scoreboard, I'll tell you up front and point you to someone good.
No. I work with what you already run — QuickBooks, ServiceTitan, Jobber, Housecall Pro, Xero. You connect it once during onboarding and you're set.
Pause anytime from your account. Your scoreboard and full history stay exactly where they are, ready for when you come back. No penalty, no re-onboarding.
None. It's month-to-month. Cancel whenever it stops being worth it — though most owners find the first cash forecast pays for the year.
Usually within your first week, once your books are connected. From there it lands on the same date every month like clockwork.
Two seats in your finance department are filled. Let's fill the third — and finally make your numbers tell you what to do.