Schedule Your Financial Systems Assessment
Stop guessing where your profit is going. Get a 30-minute diagnostic of your job costing, WIP reporting, and tech stack efficiency.
THIS IS NOT A SALES CALL.
IT IS A DISCOVERY SESSION.
Most contractors are flying blind. In this 30-minute session, we will look "under the hood" of your current financial setup. We aren't just looking for clients; we are looking for partners who are ready to scale.
What We Will Cover:
What happens during a construction bookkeeping discovery session?
During our 30-minute discovery session, we review your current job costing methods, check your WIP (Work in Progress) billing status, evaluate whether your project management software integrates with QuickBooks, and outline a 60-day roadmap for implementing fractional controller services if we're a good fit.
Is the discovery session a sales call?
No. Our discovery session is a diagnostic conversation, not a sales pitch. We assess your current financial systems, identify potential profit leaks, and determine if our fractional controller services can genuinely help your construction company scale. We're looking for long-term partners, not quick sales.
WHO SHOULD
BOOK THIS CALL?
We specialize in a specific type of contractor. This call is best for:
Builders & General Contractors
Generating $500K - $20M in annual revenue.
Growth-Minded Owners
Who are tired of basic bookkeeping and need "Controller-Level" insight.
Tech Users
Already using (or want to use) QuickBooks Online, Buildertrend, Procore, or Knowify.
FREQUENTLY ASKED QUESTIONS
Quick answers for contractors evaluating our services
We specialize in construction companies doing $500K to $10M in annual revenue. This is the "Graduation Gap" where you've outgrown basic bookkeeping but aren't ready for a full-time CFO. Our fractional controller model fits perfectly in this stage.
Yes. While we're based in Utah, our services are 100% cloud-based. We work with builders, remodelers, and general contractors across the United States. As long as you use QuickBooks Online and a compatible project management platform, location is not a barrier.
That's exactly why most clients come to us. You don't need to "clean up" before our discovery session. In fact, seeing your books in their current state helps us accurately diagnose the issues and create a realistic 60-day roadmap to get your financials organized and job costing properly.
A bookkeeper records transactions. A fractional controller provides strategic financial oversight—job costing analysis, WIP reporting, cash flow forecasting, and financial system architecture. We don't just track your numbers; we help you understand what they mean and how to use them to make better business decisions.
We specialize in QuickBooks Online integrations with construction project management platforms including Buildertrend, Procore, CoConstruct, and Knowify. Our goal is to eliminate double data entry and ensure your financials sync automatically with your job management system.
Our core Financial Command Center service starts at $3,500 per month. This includes full fractional controller support, job costing, WIP reporting, cash flow management, and software integrations. Most clients see ROI within the first 90 days through recovered profit leaks, accurate job costing, and improved cash flow visibility—often recapturing 3-5x their monthly investment. For contractors needing rapid cleanup, our Rapid Recovery Intensive includes a one-time setup fee plus ongoing monthly services. We'll discuss pricing and expected ROI during your free discovery session.
Overbilling means you've billed more than the work completed—you have cash now but owe labor/materials later. Underbilling means you've completed more work than you've billed—you're financing the project out of pocket. Both create cash flow problems. Our WIP (Work in Progress) analysis identifies exactly where you stand on every job so you can bill accurately and avoid surprises.