Strategic help, shaped around the problem you need solved.

CFO-level insight

Know where you stand and where you’re headed.

• Cash flow forecasting and working capital planning

• Profitability analysis by job, crew, customer, or service line

• A short list of key numbers and a reporting rhythm built around decisions

• Banking, bonding, and lender conversations backed by solid numbers

Job costing and margin improvement

Keep more of what every project earns.

• Find where margin leaks between estimate and closeout

• Strengthen estimating, change-order, and billing practices

• Job cost visibility that project managers actually use

• Pricing and overhead recovery that reflect your true costs

Systems that give time back

A business that depends less on the owner.

• Streamline financial and operational workflows

• Clear accountability, roles, and handoffs

• Technology and process fixes that remove repeated manual work

• Routines that let the team solve problems without escalating

Growth and decision support

Grow on purpose, not by accident.

• Evaluate expansion, hiring, equipment, and new markets

• Model trade-offs before committing capital

• Financial plans that support sustainable, intentional growth

• Preparation for ownership transitions and succession

Independent opportunity assessments

A fresh set of eyes where one discovery can matter.

• Focused reviews of contracts, costs, vendors, or systems

• Diagnose a specific business challenge and recommend next steps

• Clearly sized opportunities, prioritized by impact

Freedom for owners and teams

Paid time off, not paid time on-call.

• Align profitability with staffing and operating capacity

• Build pay, health insurance, and advancement the business can sustain

• Develop bench strength so owners, superintendents, and project managers can truly step away

What we don’t do

We’re not a bookkeeping or tax-prep firm. We work alongside your bookkeeper and CPA, helping make their work more useful for the decisions you face.