How it works
Here's exactly how it goes.
No surprises. No long sign-up. You know every step before it happens.
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A 15-minute call
You talk to Matt. He asks how your business runs. You ask whatever you want.
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A longer conversation
Time to dig into how we work and whether it fits. Straight answers to anything you want to know.
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A five-minute check
A short questionnaire on how you handle your money today: tracking, job costing, cash flow, getting paid, pricing, your books and payroll. Then we sit down and go through it with you.
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Setup
We get your books in order, set up time tracking by job, and get your job costing running. You keep working.
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Your first monthly reports
Every job from your first month: what you quoted, what it cost, what you kept. Plus your financial report. In plain words.
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Every month after
Books kept current. Every job tracked. A new set of monthly reports.
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The Build
Our systems are already built and proven. Once we know where your money's leaking, we put the right ones in place, so the fixes stick and the savings keep coming every month. It's optional, and it's where the biggest gains are.
FAQ
Common questions
Is this consulting?
No. We run your job costing and books every month, and we put proven systems in place. We don't hand you a report and leave.
Do you do my taxes?
No. We're not your accountant. If you're happy with yours, keep them. If not, we'll connect you with one who specializes in the trades and focuses on saving you tax.
Who do you work with?
Electrical and new-construction plumbing contractors doing roughly $500K to $5M a year.
What do I need to bring to the first call?
Nothing. Just show up.
Do I have to switch software?
We'll look at what you're using on the first call.
How long until I see my first monthly reports?
It depends on the shape your books are in. Once we've had a look, we'll give you a real timeline.
What does it cost?
It depends on the size of your business, how many jobs you run, and what shape your books are in. Once we've had a look, we'll give you a straight number, before you decide anything.
Who actually does the work?
Kaitlyn runs your job costing and books. Matt leads the bigger fixes if you want them.
Do I have to do the Build part?
No. Never. The Books stand on their own.
Let's find where your money's going.
The call, the conversation and the quick check are all free. No obligation until you decide to work with us.