Contractors: Build Your Business on a Profit-First Foundation
In the trades, your profit is won or lost in the field. We provide the operational intelligence—from job costing to AI missed-call recovery—that ensures your hard work turns into measurable wealth.
Engineered for the Trades
We bridge the gap between your bookkeeping, your insurance audits, and your sales engine.
Mobile-First Bookkeeping
Real-time expense tracking and job costing that works whether you're in the truck or at the office.
GL & Workers Comp Optimization
Proactive management of payroll classes and certificates to lower audit exposure and premiums.
AI Lead Recovery
Automated "Missed-Call Text Back" systems to catch every emergency lead while your technicians are busy.
AIA Billing & Liens
Professional management of progress billing and lien waivers to ensure you get paid faster on larger projects.
Equity & Exit Strategy
Preparing your service business for high-value acquisition or generational legacy through process-driven value.
Proactive Tax Strategy
Maximizing deductions for heavy equipment, home offices, and industry-specific business credits.
Our 4-Step Growth Process
We've eliminated the friction of working with multiple siloed vendors. Here is exactly what happens after you book your strategy call.
Assess
Comprehensive audit of your financial, risk, and technology systems to identify gaps.
Plan
Custom roadmap featuring quick wins and long-term strategic improvements.
Implement
Done-for-you setup of the strategies and systems your situation requires.
Optimize
Monthly cadence and quarterly strategy sessions to ensure sustainable growth.
Home Services & Contractor FAQs
How do you help contractors with job costing?
We implement systems that track labor, materials, and overhead at the project level, allowing you to see real-time profitability for every contract and identify "profit leaks" before they impact your cash flow.
Can you assist with AIA billing and progress payments?
Yes. We specialize in construction accounting workflows, including G702/G703 forms, ensuring your billing is professional, accurate, and submitted on time to maintain steady cash flow.
Do you provide support for Workers Comp audits?
Absolutely. We manage your certificates of insurance (COIs), track subcontractor compliance, and organize your payroll data to ensure your annual audits are seamless and error-free.
How can AI help my home services business?
We deploy AI agents that handle missed calls via text-back, reactivate old quotes that didn't close, and automate appointment scheduling, ensuring you never lose a lead while your crews are in the field.
What is the "Contractor Gap Analysis"?
It is a specialized audit of your current insurance, tax, and operational stack to find where you are overpaying for coverage or missing tax deductions specific to the construction industry.