Your finance department, without building one.
The Financial Controller Suite puts a finance team behind you every month, without hiring a full-time staff: a CFO you can call, numbers you can act on, and a year-end that’s done before your CPA asks.
Owner-led home service businesses
You’re a fit if…
- You own a home service business and you’re still the one making the money calls
- Your books run late, or you don’t fully trust them
- You want to know profit by job, not just total revenue
- You’re growing and want the numbers to keep up
Not a fit if…
- You only want someone to file your taxes once a year
- You don’t want to meet about your numbers
Everything a finance department does, done for you
The Financial Reset
Your books start out right.
- Books Diagnostic: your QuickBooks file reviewed top to bottom, each area rated as a minor fix, moderate rework or rebuild, and a one-page plan walked through with you
- QuickBooks Cleanup: feeds connected with rules, every account reconciled, and a cleanup log of every change
Monthly Bookkeeping
Up-to-date books for ongoing clarity without doing the work yourself.
- Month-end close cycle: books closed with reconciliations, adjustments, and a review check every month
- Month-end financial binder: your profit and loss statement, balance sheet, and statement of cash flows for complete transparency
- Owner’s dashboard: cash, jobs, and your key numbers in one easy view
Your CFO
A finance partner who knows your numbers and your business.
- Budget and forecasts: your first annual budget, checked against actuals every month, plus a 12-month forecast
- 1099s: prepared and filed for your contractors by the IRS deadline
- Year-End and CPA hand-off: we close the year out the right way so your CPA gets everything they need
- Call any time: get your questions answered without the extra bill or jumping through hoops
Your money tells the story of your business. As we clean up your books, we learn how your business really runs, then put the right systems in place, one step at a time.
Kickoff
We ask questions and collect everything we need to get started.
The Financial Reset
We run the diagnostic, show you what we found, fix any issues, and give your books a fresh start.
The Financial Controller Suite
Your books close every month, your key numbers live on one dashboard, and your CFO is a call away.
The Operations Suite
We map how the work really runs, then build the playbook, roles and training your crew needs.
The Marketing Suite
We design the system that brings in the right customers, then build the assets that run it.
Enjoy your day, and be home for dinner
Your business runs on systems, so you spend your time on the work only you can do.
What it looks like once the Suite is running
- Books closed and reconciled every month, on a date you can count on
- Profit by job, so you know which work to chase and which to price up
- Cash you can see coming, instead of cash surprises
- One plain-English report a month, and a meeting to go over it
- Questions answered by your team and your systems, not just you
- Decisions made on this month's numbers, not last season's
- More of every dollar you earn kept in the business, and in your pocket
Questions owners ask
Do you replace my CPA?
No. We work alongside your CPA. We keep your books clean and tax-ready all year, close out the year the right way, and hand your CPA everything they need. Your CPA still prepares and files your tax returns.
What software do you work in?
QuickBooks Online. We connect your bank and card feeds with rules, so transactions come in coded and ready for review, and we work from the systems you already use to run your jobs.
How fast can we get started?
Once you sign and pay your first month, we schedule your kickoff call. Kickoff begins as soon as we have the access and documents we ask for.
How long is the agreement?
12 months, then month to month. If we don’t meet our 90-day commitments, you can end the agreement early under the 90-Day Results Guarantee.
What if my books are a mess right now?
That’s what The Financial Reset is for. We review your QuickBooks file top to bottom before we change a thing, rate each area as a minor fix, moderate rework or rebuild, then clean up and reconcile every account. Older years that need work are quoted before any of it starts.
Do I have to change how my team works?
Not to start. The Suite works from the systems you already have. If the numbers show a process that’s costing you money, we show you the math and you decide what to do. Bigger changes to how the work runs are part of the Operations Suite.
Who will I actually work with?
Bridgette is your CFO, backed by our team of bookkeepers and accountants. Every piece of work is checked by someone other than the person who did it. Britt, our General Manager, makes sure everything runs smoothly for you.
How is this different from my bookkeeper?
A bookkeeper records what happened. The Suite includes the bookkeeping, plus a CFO who tells you what the numbers mean and what to do next: a budget, forecasts, an owner’s dashboard, the year-end and CPA hand-off, and a partner you can call any time.
Enjoy your day, and be home for dinner.
Book a free 30-minute Clarity Call with Bridgette. We look at your numbers together and decide what you need first.
Free. No pressure either way.
Find your money leaks in about 2 minutes
The free Money Leaks Snapshot gives you a score and the top places your shop is losing money. No call required.
The Money Leaks Snapshot
A few quick questions about your business. Your score and results open right away.
Free · about 2 minutes