How We Help
Determine
OUTCOMES FIRST -
What will REALLY move the needle in your business
A Better Way to Work Together: One step back, two steps forward...
Two ways we work together
Step 1: The Deep Dive Project (aka 'Preconstruction')
Before we touch your books, systems or processes, we take a full, detailed look at how your business actually runs today. We take the time to truly get to know you and your unique business. We partner with you to develop a clear path forward you believe in.
Step 2: Transformation + Ongoing Leadership
(aka 'Construction & Maintenance')
Optional ongoing support. Leveraging what we learned during the Deep Dive and the trust we've earned, we step in as your financial leader and accounting team to lead your financial transformation and drive performance long-term.
Step 1: What You Get
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Documented current AND future state payroll and accounting workflows using easily digestible visuals, not endless pages of narratives
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A clear, practical workflow + technology improvement roadmap, including:
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what’s working
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what’s slowing you down
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what needs to change
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recommended tech stack
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automation opportunities
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step‑by‑step priorities
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A fully customized daily, weekly, monthly, quarterly and annual accounting and payroll checklist
*Willing to travel anywhere in the United States or remote.
**From take off to completion is usually 1-2 weeks.
This is a custom, fixed‑fee agreement, built around outcomes, not hours.
Step 2: What This Can Include
If you want our help after the deep dive, we step in as both your transformation partner and your ongoing financial leader.
You choose how far you want us involved - from cleaning up workflows to fully owning the financial operations and a seat at your leadership table.
What This Can Include:
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Implementing new payroll, accounting, reporting and spend management solutions
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Streamlining workflows so numbers land right the first time
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Automating subcontractor + vendor compliance
(COIs, W9s, lien waivers — tracked and handled with tech) -
Real-time and reliable job costing and WIP reporting
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Billing and cash flow support
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Bank and surety interim compliance (clean, timely, organized)
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Custom weekly and monthly financial reports, dashboards, and benchmarking
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Year‑round clean books for proactive tax and financial planning
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A dedicated financial leader who knows your business and the construction industry
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Day‑to‑day transaction support where it makes sense
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Guidance on big financial decisions
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Unlimited meetings and support ongoing
This is a custom, fixed‑fee agreement, built around outcomes, not hours.
Fair Agreements.
No Gatekeeping. No Drama.
Fair Agreements
No Gatekeeping
No Drama
We prioritize transparent, outcomes-based pricing. No hourly billing surprises or lock-in contracts. Our agreements are built on mutual trust and clear definitions of success, ensuring we are always aligned with your growth.
You own 100% of your data and systems. We don’t hide behind proprietary software. We build your internal financial engine, train your team, and ensure you keep the keys to every asset we develop together.
We offer straight talk and practical advice. No corporate buzzwords or finger-pointing. We act as a calm, steady partner in your corner, focusing solely on driving the results that your unique business needs.