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Perfect for: Ambitious businesses ready to scale strategically, optimize operations, and make decisions based on solid financial strategy, not just gut feeling.
What's Included:
Everything in Growth, plus the high-level financial partnership that helps you build a business that works without you being in the weeds.
Bi-weekly strategy calls – Regular touchpoints to discuss opportunities, challenges, and decisions in real-time
Custom budgeting and forecasting – We build realistic projections that help you plan for growth, equipment purchases, hiring, and seasonal fluctuations
Bid and estimate review – Before you bid that big job, we'll review your numbers to make sure you're pricing for profit, not just to win the work
Growth planning and scenario analysis – Thinking about adding a crew, buying a competitor, or expanding into a new service? We'll model it out so you can make informed decisions
Equipment and asset purchase planning – We help you time large purchases strategically, considering cash flow, financing options, and tax implications
Unlimited access – Call, text, or email anytime you need guidance on a financial decision
Year-end tax planning session – We coordinate with your CPA to minimize your tax liability and make smart moves before December 31
You'll Know: Exactly how much you can pay yourself, when to hire (and when not to), which opportunities are worth pursuing, and how to build a business that grows profitably and sustainably.
Perfect for: Ambitious businesses ready to scale strategically, optimize operations, and make decisions based on solid financial strategy, not just gut feeling.
What's Included:
Everything in Growth, plus the high-level financial partnership that helps you build a business that works without you being in the weeds.
Bi-weekly strategy calls – Regular touchpoints to discuss opportunities, challenges, and decisions in real-time
Custom budgeting and forecasting – We build realistic projections that help you plan for growth, equipment purchases, hiring, and seasonal fluctuations
Bid and estimate review – Before you bid that big job, we'll review your numbers to make sure you're pricing for profit, not just to win the work
Growth planning and scenario analysis – Thinking about adding a crew, buying a competitor, or expanding into a new service? We'll model it out so you can make informed decisions
Equipment and asset purchase planning – We help you time large purchases strategically, considering cash flow, financing options, and tax implications
Unlimited access – Call, text, or email anytime you need guidance on a financial decision
Year-end tax planning session – We coordinate with your CPA to minimize your tax liability and make smart moves before December 31
You'll Know: Exactly how much you can pay yourself, when to hire (and when not to), which opportunities are worth pursuing, and how to build a business that grows profitably and sustainably.