Services
Know what's happening in your business, and what to do next.
Custom dashboards, plain-English reporting and ongoing advisory, built around the way you invest and build.
Book Your Financial Clarity CallFeatured · 90-Day Dashboard Build + Strategic Advisory
Your numbers, finally in one clear view.
In 90 days, go from scattered reports and guesswork to a custom dashboard and a plan you understand.
We start by building a dashboard around the numbers that matter most to you, whether that's profit per property, job costs, cash flow or budget vs. actual. Then we meet, walk through it together, and turn what we find into clear next steps.
What's included
A custom dashboard built around your goals and KPIs
Two build updates as your dashboard comes together
Monthly management reports with KPI monitoring and variance review
Two video walkthroughs of your results
Profitability and margin analysis
Cash flow analysis and monitoring
Budget-to-actual and forecast-to-actual review
A 90-day action plan
Email support for questions between meetings
After your first 90 days
Choose the support that fits.
Ongoing Strategic Advisory
Keep your numbers working for you.
After your first 90 days, stay on track with a monthly advisory meeting, an up-to-date dashboard, and ongoing KPI review. You'll always know where you stand and what to focus on next.
Fractional CFO Partner
Financial leadership without a full-time hire.
For growing businesses that want more support: two meetings a month, quarterly strategic planning, scenario and decision planning, pricing, cost and growth analysis, and executive decision support, with more access to Tracy between meetings.
Dashboard Maintenance
Already have your dashboard? Keep it current.
We keep your dashboard updated each month so the numbers are always ready when you need them.
Bookkeeping & QuickBooks Support
Clean books make clear decisions.
Good bookkeeping is more than categorizing transactions. We offer monthly bookkeeping, cleanup and catch-up work, account reconciliations, QuickBooks setup and organization, and job or project tracking, so your records are accurate, consistent, and ready for your CPA.
Not sure where to start?
That's exactly what the first call is for. We'll look at where your business is today and recommend the right next step.
Book Your Financial Clarity Call