Come Prepared With
Having these answers ready will help us make the most of our time together:
Your PM Software
Buildertrend, Procore, CoConstruct, Knowify, or other
Biggest Frustration
Cash flow, job costing, or profitability pain points
Upcoming Deadlines
Bonding, bank requirements, or tax deadlines
This Isn't a Pitch Call
We'll listen, ask questions, and give you honest feedback — even if working together isn't the right fit. No pressure, no obligation. Just clarity on what's possible.
What Contractors Are Saying
We recovered over $8,000 in approved change orders within the first 60 days. The system now makes it nearly impossible for billable work to slip through the cracks.
Our P&L said we were profitable, but our bank account disagreed. Now we can see which jobs make money in real time, and we bid with confidence.
Knowing our cash position 2 months out completely changed how we run the business. Bank conversations are easier, and we finally trust our numbers.
We Only Take 2 New Clients Per Month
As a fractional controller, I deliver CFO-level systems without the CFO price tag. Limited capacity means I can actually deliver results — not just take on more clients.
Questions Before Our Call
Here are answers to the questions contractors ask most before we talk:
No pitch. This is a discovery call — we spend most of the time listening to your situation, not talking about our services. We'll ask about your current systems, your biggest frustrations, and whether there's a clear problem we can solve. If we can help, we'll explain how. If not, we'll tell you. Either way, you'll leave with clarity — not a headache.
Most contractors we work with already have a bookkeeper. The issue isn't bookkeeping — it's the gap between what your bookkeeper does (data entry, bill pay, reconciliation) and what you actually need (job costing, PM software integration, cash flow forecasting, WIP reports for bonding). A fractional controller fills that gap without replacing your existing team. We work with your bookkeeper, not against them.
That's exactly what the call is for — to see if there's a real ROI opportunity. Most contractors we help are "profitable on paper but cash poor." The money is usually already there, just leaking through unbilled change orders, slow AR, or jobs that looked profitable until they weren't. On average, clients recover $28K in unbilled work. If we can't show you a clear path to ROI that outweighs the cost, we'll tell you this isn't the right time.
We've seen it all — and we mean all of it. Duplicate transactions, jobs set up wrong, years of uncategorized expenses, retained earnings that don't match, you name it. The mess isn't your fault; construction accounting is complex and most general bookkeepers don't know NAHB standards or job costing structures. Cleanup is part of what we do. You don't need to fix anything before we talk — just show up.
This is all we do. We're NAHB members, we follow the NAHB Chart of Accounts standards, and we've built integrations between QuickBooks and every major construction PM platform — Buildertrend, Procore, CoConstruct, Knowify. We speak your language: retainage, WIP schedules, percentage of completion, draw requests, change order tracking, ASC 606 compliance. If you've been burned by a generalist CPA who didn't get construction, that won't happen here.
Most of our clients are $500K to $10M in annual revenue. This is the "Graduation Gap" — you've outgrown basic bookkeeping but aren't ready for a $150K/year CFO. We work with custom home builders, remodelers, commercial contractors, and specialty trades. If you're doing $2M+ and still can't tell which jobs are actually profitable, you're exactly who we help.
Life happens — especially in construction. Use the link in your calendar invite to reschedule anytime. Just give us a heads up if you can. We'd rather reschedule than have you show up distracted because a job site blew up.