financial and software implementation for skilled trades.
We replace chaotic spreadsheets and inefficient systems with software that works for you.
why you need a financial team
Traditional bookkeeping looks backward—telling you what you spent last month without explaining why your project margins are shrinking. Most service businesses scale gross revenue by accident, only to fall into the growth trap: more trucks on the road, higher admin overhead, and less take-home pay. We don't match receipts or run daily entry. We build the tech stack, automated dispatch-to-billing workflows, and diagnostic intelligence that keep your crew efficient and your cash flow predictable.
business growth & Advisory framework
We complete the assessment, hear from you where your pain points and friction are, and then we build a strategy.
tech & systems assessment
Before you spend another dollar trying to scale, you need to know if your numbers are actual facts or just front-desk guesswork. Our assessment is a low-friction, fixed-fee audit that inspects your back-office tech stack and proves whether your data can actually be trusted.
Full Back-Office Tech Audit: Inspect your active QuickBooks Online, field service management (like Jobber), AP, AR, and payroll software environment.
Chart of Accounts Review: Evaluate account structure and identify data inconsistencies, job-costing errors, and mapping gaps.
Workflow Friction Analysis: Pinpoint manual bottlenecks causing missed invoices, messy contractor payouts, and delayed reporting.
Implementation Roadmap: Deliver a clear blueprint outlining the exact software upgrades and QBO clean-ups required.
operational profit leaks
TradeOps VantaScan™ Data Engine: Pinpoint hard dollar losses across your core field operations—exposing leaks in unbilled dispatch time, material waste, and inefficient crew routing.
7-Page Tactical Action Plan: Deliver clear, data-backed steps to reclaim missing cash immediately.
Financial Baseline Review: A high-level diagnostic of your P&L and Balance Sheet to ensure baseline accuracy before executing the deep margin analysis.
ongoing support
You don't need a full-time director on payroll—you just need a sharp strategic partner to keep your back office tight, model your growth, and ensure your systems are running smoothly.
Custom Tech & Workflow Builds: Implement and maintain tools like accounts payables/receivable, document management, and payroll management software.
Front-Desk & Admin Training: Onboard staff on new tech, SOPs, and clean daily logging.
Live Growth Modeling: Run interactive "What-If" scenario planning on capacity, splits, and pricing in monthly strategy sessions.
Bi-Annual Performance Audits: Deliver comprehensive 20-page organizational health and benchmark reports every 6 months.
Valuation & Exit Tracking: Monitor practice equity growth, risk factors, and long-term business value annually.
Our Services
-
True Margin VantaScan™: A fast data scan analyzing your business to identify profit leaks across contractors, employees, and overhead.
Monthly Performance Intelligence: Regular 30-minute review sessions with “what if” scenarios so you can drive profitability.
-
Admin Workflow Training: Training your administrative and dispatch team on the new tech implementation so the office and the field are fully aligned.
Custom Operating Procedures (SOPs): Providing step-by-step guides so your in-house staff knows exactly how to manage daily billings, log field invoices, and handle client billing queries without you having to micromanage them.
Workflow Efficiency Audits: Eliminating double data entry between the field and the back office, and destroying manual spreadsheet work.
-
Field Service Software to QBO Integration: We map your dispatch and invoicing software (like Jobber or ServiceTitan) directly to QuickBooks Online to ensure clean data flow and eliminate recurring manual entry.
Trades Chart of Accounts: Restructuring your financial categories specifically for service and trade models to clearly distinguish job costing, subcontractor payouts, fleet/equipment costs, and admin expenses.
*This is a mandatory first step before running the TradeOps Margin Scan or performing any advisory services.Revenue & Merchant Settlement: Streamlining Stripe, Square, and field payment tracking so every dollar collected on the job site is perfectly reconciled in the bank.
-
Automated Accounts Payable (AP): Implementing dedicated AP platforms (such as Plooto/RBC Express/Dext) to streamline material bill approvals, digital supplier payments, and paperless receipt capture from your crews.
Streamlined Crew Payroll: Setting up specialized payroll systems designed for complex field service environments (managing T4 employees and subcontractor payouts) to minimize the administrative burden.
Expense Management & Control: Establishing clear spending rules, crew spending limits, and recurring software audits.
