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:
Job Costing Audit: Are you tracking costs by phase (NAHB standard) or just by generic expenses?
WIP Check: Are you overbilled or underbilled right now? We'll help you spot the difference.
Tech Stack Review: Is your Buildertrend/Procore actually talking to QuickBooks, or are you doing double entry?
The Roadmap: If we are a fit, we will map out a 60-day plan to clean up your books and install a Fractional Controller.
Who Should Book This Call?
We specialize in a specific type of contractor. This call is best for:
Builders & GCs generating $500k - $20M in annual revenue.
Growth-Minded Owners who are tired of basic bookkeeping and need "Controller-Level" insight.
Tech Users who are already using (or want to use) QuickBooks Online, Buildertrend, Procore, or Knowify.
Select a Time Below to Speak with a Construction Controller
Common Questions Before Booking
Is there a cost for the initial consultation?
No. The initial 30-minute Financial Assessment is 100% free. We use this time to assess the complexity of your books and determine if our Fractional Controller services are the right investment for your stage of growth.
Do I need to have my books ready?
No. In fact, most clients come to us because their books are a mess. You do not need to "clean up" before you talk to us. That is exactly what we are here to do.
Will I be speaking with a salesperson or an accountant?
You will be speaking directly with a Construction Financial Expert who understands the industry, not a generic sales rep.
