you cannot scale a trades business on chaos
Your crew is growing and your schedule is full, but the back-office is breaking. We rebuild your financial systems and operational workflows so you can stop putting out fires on the job site and start acting like an owner.
signs your trades businss has outgrown its current systems
Software disconnect
You are running Jobber, ServiceTitan, or Buildertrend, but the data doesn’t flow cleanly to your accounting. You are manually entering data twice just to get invoices out the door.
Blind job costing
You don't know if a project actually made money until a month after it's finished. By the time you see the profit margin, it's too late to fix the leaks.
Accounts payable & payroll nightmares.
You are sorting through messy material receipts from the dashboard of a truck, tracking down unbilled hours, and manually managing complex crew payroll every week.
The founder trap
If you step off the job site or away from your phone, the operation stalls. Every materials order, vendor payment, and financial decision still routes directly through you.
How does your profit compare to an optimized business?
Trade & Service Profit Calculator
Gross Monthly Revenue: $68,250
Total Labor Cost: $27,300
Materials & Overhead: $32,760
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The NG Scalability
Framework
Phase 1: Discovery & Alignment
In a focused 30-minute call, we learn the realities of your clinic. We discuss your current tech stack, practitioner models, and growth goals to determine exactly where your systems are breaking.
Phase 2: Strategic Implementation
Before we can analyze your numbers, we have to rebuild the engine. We properly configure your integrations (connecting estimating and dispatch tools like Jobber directly to QuickBooks), automate your vendor payables, and streamline your operational data. Once built, we train your admin staff on standard operating procedures so the financial system runs without you.
Phase 3: The VantaScan™ & Continuous Advisory
Once your data is flowing cleanly, we run our proprietary VantaScan™ diagnostic. We do a deep dive into your numbers to expose exactly where your cash is leaking—analyzing job costing accuracy, unbilled crew hours, material markups, and equipment overhead. From there, we provide ongoing, board-level advisory so you can manage your company by the numbers, not by intuition.
Our Services
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True Margin VantaScan™: A fast data scan analyzing your practice exports to identify operational capacity gaps in treatment rooms, practitioner splits, and unbilled admin time.
Monthly Performance Intelligence: Regular 30-minute review sessions with “what if” scenarios so you can drive profitability.
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Front-Desk Workflow Training: Training your administrative team on the new tech implementation
Custom Operating Procedures (SOPs): Providing step-by-step guides so your in-house staff knows exactly how to manage daily billings, log invoices, and handle patient billing queries.
Workflow Efficiency Audits: Eliminating double data entry and manual spreadsheet work.
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Jane App to QBO Integration: We know, they don’t sync, but we build out a recurring entry for your team to copy and complete.
Healthcare Chart of Accounts: Restructuring your financial categories specifically for clinic models to clearly distinguish practitioner splits, facility costs, and admin expense. This is a must before running the Vantascan™ or perform any advisory services.
Revenue & Merchant Settlement: Streamlining Stripe, Square, and Jane Payments tracking.
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Automated Accounts Payable (AP): Implementing dedicated AP platforms (such as Plooto/RBC Express/Dext) to streamline bill approvals, digital vendor payments, and paperless receipt capture.
Streamlined Clinic Payroll: Setting up specialized payroll systems designed for complex healthcare environments to minimize the administrative burden.
Expense Management & Control: Establishing clear spending rules and recurring software audits
The VantaScan™ is our proprietary deep-dive diagnostic built specifically for the operational realities of the trades. We don't just look at a standard Profit & Loss statement; we analyze the gritty mechanics of your job costing to expose hidden leaks.
By cross-referencing your billed versus paid field hours, auditing your true material markups, and calculating the exact cost of unbilled change orders and warranty go-backs, we pinpoint exactly where your cash is trapped.
You receive a customized, data-backed report showing the exact dollar amount of profit leaking from your daily operations—and the precise system upgrades required to recover it.