Our Flagship Service
We help HVAC, plumbing, electrical, and roofing companies doing $3M–$8M close the gap between bid and bank so 15%+ net profit becomes normal, not a lucky month.
A part-time finance leader who installs job costing, 13-week cash forecasts, tax strategy, and pricing discipline — without the $250K salary of a full-time CFO.
Speak to a real live human being. No bots, no runaround.
You're bidding 20–30% margins but only banking 3–8%. Jobs look great on paper, but cash is stuck in WIP, retainage, and slow-paying GCs. Your P&L says "healthy" while payroll still feels like a scramble every two weeks.
You're making six-figure decisions — hiring crews, buying equipment, taking on bigger jobs — based on half-baked numbers. And nobody on your team is giving you the financial clarity to know whether those decisions are building wealth or burning it.
That's the gap we close.
Know which jobs actually make money and which ones are bleeding you dry — before it's too late to fix.
See exactly where your cash is going for the next quarter. No more surprises on payroll day.
Bids that reflect your true cost of doing work — so you stop winning jobs that lose money.
Revenue per technician, close rate, average ticket — the numbers that matter, updated monthly.
Proactive planning baked into every financial decision — not an afterthought in April.
A CFO who holds you to a plan, has the hard conversations, and doesn't let you dodge what needs to change.
Our Approach
Get the free Contractor Profit Playbook and weekly tips. No commitment — just see if the way we think matches how you want to run your business.
Get the free playbook →A free 20-minute conversation to see if we're a fit. We'll ask about your numbers, your pain points, and whether we think we can find $50K+ in fixable cash leaks.
Learn about the clarity call →A deep diagnostic of your financial systems, constraints, pricing, and cash flow. You get a 90-day action plan and we guarantee we'll find at least $50K in savings or improvements — or you don't pay.
$5,000 investment · $50,000 money-back guarantee
Monthly CFO support that removes one constraint at a time until the business runs clean. Cash forecasting, KPI tracking, financial reviews, and the accountability to actually follow through.
Learn about ongoing CFO →This is built for trade contractors doing $3M–$8M in revenue who:
Are profitable on paper but tight on cash
Bid 20–30% but only bank 3–8%
Make big decisions without real numbers
Are growing but it doesn't feel like it
Want to build a business that could sell someday
Are tired of their accountant just filing returns
We keep our roster small so we can go deep with every client. If you're doing $3M–$8M and want a CFO who actually understands your trade, let's talk.
Speak to a real live human being. No bots, no runaround.