There's more than one way to work together, depending on what you actually need right now. Here's how each one works:
Financial Clarity Review
A focused financial diagnostic for contractor businesses
The Financial Clarity Review analyzes your financial statements and produces a clear written report explaining what your numbers are actually telling you — where profit is coming from, where profit may be slipping away, and why cash flow may feel tight even when revenue is strong.
What the Financial Clarity Review Includes
Detailed analysis of your Profit & Loss and Balance Sheet
Where money may be leaking in your business
Where cash flow pressure may be coming from
Review of receivables, payables, and financial trends
A clearly written Financial Clarity Report
A 45-minute review call to walk through the findings
What You'll Walk Away With
Whether your business is actually as profitable as it should be
Why cash flow may feel tighter than it should
What parts of the business are putting pressure on your finances
What financial priorities matter most right now
Who This Is For
The Financial Clarity Review is designed for contractor business owners who:
Feel like money is moving through the business but aren't sure where it's going
Want to understand their financials more clearly
Want practical insight without hiring a full-time CFO
Why This Exists
Many contractor businesses generate strong revenue but still feel constant cash pressure. Often the problem isn't revenue — it's that the financials don't clearly show where profit is leaking across jobs, overhead, or receivables. The Financial Clarity Review was designed to uncover those issues and give owners clear insight into what their numbers are actually saying.
Price
Flat Fee: $1,250
No long-term commitment.
Business Coaching
A partner for running the whole business — not just the numbers
Business Coaching is ongoing, regular support for the decisions that come up running a contractor business — pricing a bid, a hiring call, a slow month, a sales conversation that didn't go the way you wanted. You bring what's actually going on, and we work through it together.
What Coaching Includes
Regular calls, scoped around what you actually need — weekly, biweekly, whatever fits
Real answers on pricing, operations, sales, and leadership — not just finance
Accountability on the goals and changes you say you want to make
A sounding board from someone who's spent years inside businesses like yours
What You'll Walk Away With
A clearer head on the decisions you're currently sitting on
Someone to catch blind spots before they become expensive
Steadier footing running the business day to day, not just reacting to it
Who This Is For
Business Coaching is designed for contractor business owners who:
Want an ongoing partner across the whole business, not a one-time report
Want to talk through decisions with someone before they make them
Aren't looking for someone to do the work for them — just someone in their corner
Why This Exists
Most contractor owners are making every call alone — pricing, hiring, sales, cash — with no one to actually talk it through with. Coaching exists to be that person.
Price
Starting at $2,000/month
Every engagement is scoped to what your business actually needs — we'll figure out the right cadence and depth on the call.
Fractional CFO
Hands-on financial leadership, built into your business every month
Fractional CFO work means I'm actually in your books — not advising from the outside, but doing the work: building the systems, tracking the numbers, catching problems before they get expensive.
What Fractional CFO Includes
Ongoing access to your accounting and financial systems
Regular calls, scoped around what you actually need
Monthly job costing, margin, and cash flow tracking
Building the systems that give you real visibility going forward
Direct, hands-on involvement — not just a monthly report
What You'll Walk Away With
Financial systems that actually work, not just clean-looking numbers
A real partner catching problems before they cost you
The confidence that comes from someone being in it with you every month
Who This Is For
Fractional CFO work is designed for contractor business owners who:
Want more than advice — they want someone actually doing the financial work
Have outgrown a one-time review or occasional coaching call
Want a real partner in the numbers, ongoing, every month
Why This Exists
Some businesses need someone actually in the numbers every month, not just checking in. Fractional CFO work exists for that level of involvement.
Price
Starting at $5,000/month
Every engagement is scoped to what your business actually needs — we'll figure out the right cadence and depth on the call.