01
Connect
Read-only QuickBooks data starts the operating file without writing back to the books.
Product
Connect the books. Set the rules. See what needs a decision before the month gets away from you.
Owner console
This week’s operating view
Margin drift
Needs review
Cash floor
On track
Book trust
Clean
Open decision
Lead spend
Next owner question
Do we increase lead spend before gross margin recovers?
Operating model
01
Read-only QuickBooks data starts the operating file without writing back to the books.
02
Accounts become owner categories: revenue, job cost, payroll, overhead, reserves, and owner economics.
03
Budgets, targets, cash rules, and owner-pay logic create the standard for comparison.
04
Reviews focus on drift, trust issues, cash pressure, and the next owner decision.
Core modules
A finance surface should behave like an operating room: signal, rule, confidence, decision.
Module 01
Read-only sync, chart mapping, stale-data checks, and plain labels so weak books do not become confident dashboards.
Module 02
Annual targets, monthly budget lanes, account-level guardrails, and pace checks that show drift before the year is gone.
Module 03
Cash floors, reserve logic, owner compensation lanes, and forecast framing so transfers are planned instead of emotional.
Module 04
Monthly and quarterly review surfaces that turn variance, cash, and open questions into decisions and follow-up.
Signal map
Owner operating view
Leading signals
Mapping confidence
88%
Budget readiness
76%
Cash floor visibility
69%
Owner-pay clarity
72%
Open decisions
52%
The owner view
Which work is creating cash fastest?
What can we safely distribute after taxes, payroll, and reserves?
Which cost lane is moving faster than revenue?
Are we short on leads, short on margin, or short on delivery capacity?
What number is too stale or unmapped to trust yet?
Which decision keeps coming back because no rule exists?
Path 01
Start with Core, connect QuickBooks, map the accounts, set the first budget and cash rules, and use the guides when a decision needs context.
Start Core
Path 02
Every paid plan includes activation. Use Pro or advisory when you also want a first-results review and recurring decision rhythm.
Talk through setup
Path 03
Add recurring advisory, bookkeeping, planning, or build work when the system exposes a decision that needs more horsepower.
Compare plans
Start with the system
The operating system stays the same. The only question is how much setup, review rhythm, and judgment you want around it.