We help residential trade owners eliminate cash surprises, understand true department and maintenance profitability, and build a company that's stable enough to scale - and sellable when you're ready.
Why am I busy but still broke?
Where is my cash actually going?
Why is there profit on my P&L but no money in the bank?
How much does it really cost to run a truck?
Is our maintenance program actually profitable?
How do we survive the slow season?
Can I afford to hire another tech?
Is our pricing wrong by department?
Why are my best techs leaving?
If I want to sell in 5-10 years, what needs to change now?
Not simply bookkeeping, complete financial awareness - CFO-level insight, structured into reporting and models you can act on.
Find out where the cash actually goes, get a forward view of inflows and outflows, and build a plan that carries you through the slow months instead of scrambling.
Stop guessing with a blended P&L. See true gross margin by department, whether maintenance is carrying its weight, and where your pricing is quietly off.
Know what each tech really generates, the headcount where you break even, and whether you can actually afford the next hire before you make it.
Pay yourself correctly, see which customers are actually worth keeping, and understand what it takes to make the business sellable when you're ready.
If each tech generates around $300k and you're off by just 5% in pricing or efficiency, that's $15k per tech - every year, quietly.
per year across 8 techs at a 5% pricing-and-efficiency gap. If we fix even part of it, this service pays for itself many times over.
If after 60 days you don't have clear visibility into your department margins and cash position - we'll keep working for free until you do.* You carry none of the risk.
Claim Your Financial Foundation