The platform
The software we built to do this work.
Every client we take on runs inside software we designed, built, and maintain ourselves. It is not a product you buy. It is how the work gets done, and it comes with the engagement.
- Books read
- Nightly
- QuickBooks access
- Read-only
- Prep before a meeting
- None
- Cost on top of retainer
- $0
Account mapping · 214 accounts
96% mappedService revenue
Revenue · Core
CleanJob materials
COGS · Materials
CleanSubcontractor labor
COGS · Labor
CleanAsk my accountant
Unmapped
ExcludedOwner draws
Owner economics
CleanMisc expense
Unmapped
Needs reviewPayroll taxes
Payroll · Burden
CleanShop supplies
Overhead · Facility
CleanYour books, mapped into categories you can act on.
We map your chart of accounts into lanes that mean something to an owner: revenue, job cost, payroll, overhead, reserves, owner economics. Anything stale, unmapped, or incomplete gets flagged rather than quietly rolled into a confident-looking chart.
The plan is the baseline. Reality chips away at it.
We build the annual plan with you once. After that, every closed month replaces a planned month automatically, so you are always looking at where the year actually lands rather than where you hoped it would in January.
2026 plan · year to date
Tracking $48k behind plan
Plan
$2.84M
Projected
$2.79M
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Cash gets assigned before it gets spent.
Operating floor, tax reserve, growth reserve, debt service, and owner distributions are all modeled forward. What you can safely take home stops being a gut call about the bank balance.
Cash on hand
$342,180
$118,000
$74,500
$52,680
$40,000
$57,000
Lowest projected balance over the next 13 weeks is $126,400 in week 9. Clears the floor with room.
Decisions become rules, not notes.
Everything we decide together lands as a written rule with a number attached and a date to revisit. The system keeps it in front of both of us until it closes. That is the difference between advice and a change in the business.
Raise service rates 6% on new work
Set Mar 4 · revisit Aug 1
Hold the second crew truck until gross margin clears 35%
Set Jun 12 · currently 34.1%
Move owner salary to $9,500/mo
Decided Jul 9 · in payroll
Better tools, better advice.
We built our own software
Most fractional CFOs run on spreadsheets and a monthly PDF. We built the operating platform ourselves, so the plan, the cash model, and the variances are live between meetings instead of rebuilt before them.
Operator judgment, not a report factory
The work is the decision: what to charge, who to hire, what to pay yourself, when to hold cash. Reporting exists to make that call sharper, not to fill a binder.
Advice that becomes a rule
Every recommendation lands as a written standard with a number attached to it. If it cannot be measured next month, we did not finish the job.
You get a login, not a PDF.
- Read-only by design
- We connect to QuickBooks read-only. Nothing is ever written back to your accounting file.
- Your own login
- You and anyone you choose see the same live numbers we do, any day of the month.
- Included, always
- Platform access is part of every engagement. No separate software fee, no upsell tier.
- Yours while we work together
- Access runs with the engagement. Your books and history stay yours in QuickBooks either way.
Want to see it against your own numbers?
The fastest way to understand the platform is to watch it read your QuickBooks. That happens in the first couple of weeks of any engagement.
A person replies within one business day.