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Your Path to Financial Clarity Starts Here
This application helps me understand your business and determine whether I’m the right partner for you before we connect. If it looks aligned, I will personally follow up within one week to schedule a discovery call.
Service Package Offerings
Please review the packages below and select the one you are most interested in. By selecting a package, you are confirming that you understand the investment level and are prepared for that commitment if we move forward.
Which package are you most interested in?
Foundation ( starting at $1,200 per month)
Growth ( starting at $2,500 per month)
Elite ( starting at $4,000 per month)
Not sure yet, I would like guidance on the right starting point
About You and Your Business
Your Role in the Business
Owner
Partner
Office Manager
If other, please specify below
Are you the primary decision maker for accounting and financial services?
Yes
No
Business Snapshot
Do you work in multiple states?
Yes
No
How long have you been in business?
Less than 1 year
1 to 3 years
4 to 7 years
8 or more years
Approximate gross revenue in the last 12 months
Under $500K
$500K to $1M
$1M to $3M
$3M to $5M
$5M+
How many jobs did you complete in the last 12 months?
Fewer than 10
10–25
26–50
51–100
100+
Number of employees (including owner)
1 to 3
4 to 10
11 to 25
26+
Do you use subcontractors?
Yes
No
Business entity tax type
Sole proprietor
Single member LLC
Partnership
S corporation
C corporation
Not sure
Trade and Business Model Primary trade or work type (select all that apply)
General contractor
Remodeler
Builder
Electrician
Plumber
HVAC
Roofer
Concrete or masonry
Carpentry or framing
Construction led real estate (flips, builds, development)
Other
Business model (select all that apply)
Residential
Commercial
Government
Cost plus
Fixed price
Other (text field)
Current Financial Reality
Are your books currently up to date?
Yes, closed monthly
Somewhat behind
Significantly behind
Not sure
Do you currently use job costing?
Yes and I trust it
Yes but it is unreliable
No
Not sure
Do you review financials monthly?
Yes and I understand them
Yes but I do not fully trust them
No
What accounting software do you currently use?
QuickBooks Online
QuickBooks Desktop
Xero
Other
Not sure
Goals and Challenges
Which of the following feel true for your business? (select all that apply)
I do not fully trust my numbers
I do not know which jobs actually make money
Cash feels tight even when revenue looks strong
Taxes feel reactive and stressful
I am busy but not growing profitably
Every job feels like a financial surprise
My systems feel messy or disconnected
I want to grow but do not trust my financial foundation
Other (Please enter your answer below)
Systems Alignment and Fit
To provide accurate reporting, job visibility, and proactive guidance, we operate within a defined financial system and technology stack built specifically for construction businesses. Final system recommendations are determined during the Initial Diagnostic based on your business model and complexity. Please review and confirm the following:*
I am open to using or transitioning to QuickBooks Online or Xero as the primary accounting platform
I am open to using structured payroll systems (such as Gusto or eBacon) if recommended
I am open to aligning with other required systems within the firm’s technology stack (banking, expense management, reporting, or job costing tools) if implemented
I understand that aligning with this systems stack is required to deliver clean, reliable numbers
(Guidance and setup support are provided when transitions are needed.)
I understand that the process begins with a paid Initial Diagnostic
If we are aligned, how soon are you ready to get started?*
Immediately
Within 30 days
Within 60 to 90 days
Just exploring options
Please confirm the following apply to you:*
I am looking for ongoing support, not a one time project
I value proactive guidance over reactive help
I am comfortable working within structured packages
I understand services begin at a monthly investment level
I am open to making changes that improve visibility and clarity
Apply
