Our Programs
Engineered Financial Systems for Contractors
The money came in. Something happened to it. Let's figure out what — and fix it. Three programs designed to give you clarity, control, and profit.
Your Path
Choose Your Program
Foundation
Visibility System
See where your money actually goes.
Contractors doing $500K–$2M
See Full DetailsGrowth
Cash Flow Control System
Never scramble for payroll again.
Contractors doing $1M–$5M
See Full DetailsElite
Profit Engineering CFO
Everything you need to run a clear, profitable business — installed in 8 weeks.
Contractors doing $3M–$15M+
See Full DetailsFoundation
Visibility System
See where your money actually goes.
Finally get clear, accurate financial reports you can trust — every month, without chasing your bookkeeper.
Problems This Solves
- You don't trust your P&L or balance sheet
- You have no idea which jobs are profitable
- Your books are months behind
- Tax season is a nightmare every year
Who It's For
Contractors doing $500K–$2M who are flying blind on financials and need a foundation of clarity.
Not for: Contractors who already have clean books and need strategic growth planning.
What's Included
- Monthly P&L and Balance Sheet cleanup & review
- Job costing framework setup
- Cash flow snapshot dashboard
- Monthly financial review call (60 min)
- Chart of accounts optimization
- Tax-readiness quarterly check
The Three Phases
Phase 1 — Financial Cleanup
Accurate books, proper categorization, and job costing structure installed.
Phase 2 — Dashboard Live
Real-time P&L, cash position, and job profitability visible at a glance.
Phase 3 — Rhythm Established
Monthly reviews, quarterly tax prep, and financial confidence locked in.
Growth
Cash Flow Control System
Never scramble for payroll again.
Predictable cash flow, optimized billing cycles, and the confidence to make financial decisions without panic.
Problems This Solves
- Cash crunches before payroll or material buys
- Invoicing and collections are disorganized
- You don't know your 30/60/90-day cash position
- Seasonal dips crush your business
- You're robbing from one job to pay another
Who It's For
Contractors doing $1M–$5M who have revenue but can't predict where the cash will be next month.
Not for: Pre-revenue startups or contractors not yet billing consistently.
What's Included
- Everything in the Visibility System
- 13-week rolling cash flow forecast
- Billing & invoicing optimization
- Collections acceleration strategy
- Vendor payment scheduling & negotiation framework
- Bi-weekly CFO strategy calls (45 min)
- Seasonal cash planning
- 12-month program engagement
The Three Phases
Phase 1 — Financial Clarity
Install your job costing system and identify the 8 easy numbers you review every week — so you always know if your business is winning or losing.
Phase 2 — Cash Flow Control
Lock in your billing and invoicing process, accelerate payment collections, and build a cash flow forecast you can actually rely on.
Phase 3 — Dialed-In Data
Assign every part of your business a number — marketing metrics, crew efficiency scores — and turn your financial targets into daily action targets.
Elite
Profit Engineering CFO
Everything you need to run a clear, profitable business — installed in 8 weeks.
In 8 weeks, you get everything from the Cash Flow Control System plus team organization, comp plans, and 12-month projections — so you stop doing everything yourself and start running a real business.
Problems This Solves
- You're the owner doing everything — sales, ops, finances, HR
- You're growing but profits aren't keeping up
- Your team has no structure, accountability, or clear comp plans
- Pricing is based on gut feeling, not data
- You don't know your true overhead or labor burden
- You have no 12-month financial roadmap
Who It's For
Contractors doing $3M–$15M+ who are tired of doing everything themselves and want a fully installed financial and operational system — fast.
Not for: Contractors who just need basic bookkeeping or aren't ready for rapid transformation.
What's Included
- Everything in the Cash Flow Control System — delivered in 8 weeks
- Team organization & role clarity structure
- Compensation plan design & optimization
- 12-month financial projections & roadmap
- Full fractional CFO partnership
- Pricing & bid strategy optimization
- Overhead & labor burden analysis
- Weekly CFO calls (60 min) + on-demand access
- Accountability system for your team
The Three Phases
Phase 1 — Financial Foundation (Weeks 1–3)
Install job costing, clean up financials, build your cash flow forecast, and get your 8 key numbers dialed in — fast.
Phase 2 — Team & Structure (Weeks 4–6)
Organize your team, build comp plans, assign accountability, and design the org structure that lets you stop doing everything.
Phase 3 — Projections & Profit (Weeks 7–8)
Lock in 12-month projections, optimize pricing, and deliver a complete financial operating system you can run on.
Compare
Program Comparison
| Feature | Foundation | Growth | Elite |
|---|---|---|---|
| Monthly Financial Review | |||
| Job Costing Framework | |||
| Cash Flow Dashboard | |||
| 13-Week Cash Forecast | — | ||
| Billing Optimization | — | ||
| Bi-Weekly CFO Calls | — | ||
| Team Organization & Comp Plans | — | — | |
| 12-Month Projections | — | — | |
| Pricing Strategy | — | — | |
| Weekly CFO Access | — | — | |
| Overhead & Labor Analysis | — | — |
FAQ
Frequently Asked Questions
Not Sure Which Program Fits?
Book a free profit audit. We'll assess where you are and recommend the right system — whether you hire us or not.
Not ready to talk yet? Run your numbers in the free contractor profit margin calculator or read contractor case studies.