The company’s books were several months behind, job deposits weren’t tracked properly, and the owner couldn’t see which projects were profitable. Their CPA only focused on tax prep — no insights, no strategy.

Solution:

We performed a full bookkeeping clean-up and reconciliation, restructured their chart of accounts by job type, and created monthly management reports tied to key performance drivers: labor utilization, overhead %, and gross margin.

Results:

• Clean financials within 30 days

• Monthly close cycle reduced from 3 weeks to 5 days

• 9% increase in gross margin through better job-cost tracking

• Owner now reviews a monthly Scoreboard with actionable KPIs