Case Studies
Real Contractors. Real Results.
Every engagement starts with a problem and ends with a transformation. Here's what that looks like in practice.
Case Study #1
HVAC Contractor — OKC Metro
$2.4M Annual Revenue
The Problem
Owner was doing $2.4M in revenue but couldn't figure out why there was never any cash. Surprise tax bills every quarter. No idea which service calls were profitable vs. which ones were losing money.
What We Changed
- Installed job costing framework across all service lines
- Built 13-week cash flow forecast
- Restructured pricing on maintenance contracts
- Set up quarterly tax escrow system
The Outcome
- ✓Identified $180K in underpriced service contracts
- ✓Eliminated surprise tax bills within one quarter
- ✓Cash reserves grew from $12K to $95K in 90 days
- ✓Owner took a real salary for the first time in 3 years
Case Study #2
General Contractor — Edmond, OK
$5.1M Annual Revenue
The Problem
Running a growing GC business with 3 project managers and 8 crews. Revenue was strong but margins were shrinking. No visibility into job-level profitability. Cash flow was unpredictable — always borrowing from the line of credit.
What We Changed
- Full financial audit and overhead mapping
- Labor burden analysis across all crews
- New bid pricing model based on true costs
- Weekly cash flow reviews with PM team
The Outcome
- ✓Gross margins improved from 18% to 27% in 6 months
- ✓Reduced line of credit usage by 60%
- ✓Identified two consistently unprofitable job types and eliminated them
- ✓Hired a full-time controller with clear financial SOPs
Case Study #3
Roofing Company — Norman, OK
$1.1M Annual Revenue
The Problem
Solo owner running everything — sales, field work, finances. Books were 6 months behind. Had no idea if the business was actually making money or just churning cash.
What We Changed
- Caught up and cleaned 6 months of bookkeeping
- Installed monthly P&L and cash flow dashboard
- Set up job costing per roof type (residential vs. commercial)
- Created a simple pricing calculator for estimates
The Outcome
- ✓Discovered commercial jobs were losing money after callbacks
- ✓Raised residential pricing 12% with zero customer pushback
- ✓Went from zero financial visibility to monthly clarity in 30 days
- ✓Net profit margin doubled from 6% to 13%
*Case studies are based on representative client scenarios. Specific details have been anonymized to protect client privacy.
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