Our Process

Step 1: Discover

We listen first.

We start every relationship with a deep-dive discovery call. We want to understand your business – how you’re priced, how jobs get managed, what systems you’re using, where the pressure points are, and what your goals look like.

We’ll review your current financials, ask the right questions, and uncover opportunities you may not have seen yet.

Step 2: Diagnose

We find the gaps.

Once we’ve gathered the data, we analyze your job costs, margins, cash flow, payroll setup, debt, tax position – everything that impacts your bottom line. You’ll receive a clear and honest picture of where things stand.

No judgment. Just insight.

Step 3: Design

We map out a plan.

Together, we’ll create a roadmap that fits your goals and timeline – from tightening job costing, to improving cash flow, to finally feeling confident at tax time.
You’ll get a customized plan that includes:

• Which systems need fixing (or simplifying)
• Where your profit is leaking
• What your team can do differently starting now

Step 4: Deliver

We implement together.

This isn’t a “set it and forget it” relationship. We roll up our sleeves with you to put the plan in place.

• We organize your books and reports so they’re useful, not just “done.”
• We coach you on cash flow and profit strategies with real-world impact.
• We keep the lines of communication open, so you're never in the dark about where your business stands.

Step 5: Drive Results

We don’t disappear.

Every month, we check in, clean up, coach, and challenge. You’ll receive a Cash Report Card and consistent insights into your numbers, so you always know where your business stands – and where it’s headed.

As your business grows, we grow with you. From staying compliant to helping you hire, price, and scale with confidence – we’re your partner through it all.