The System
Execution Truth
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Budget vs actual discipline
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Cost code alignment
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Change order capture integrity
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PM-level accountability
Financial Integrity
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Clean QBO structure
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Project/Customer alignment
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Billing matched to production
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Reliable monthly close
Control Layer
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Margin variance alerts
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Labor overrun monitoring
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Billing lag visibility
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Backlog health tracking
Forecast Engine
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13-week rolling cash runway
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12-month rolling forecast
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Backlog-to-revenue modeling
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Scenario modeling
Leadership Cadence
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Financial KPIs embedded weekly
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Quarterly planning alignment
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Accountability enforcement
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Governance discipline
Days 0–30 — Stabilize
Job/Project/Customer cost alignment + 13-week cash runway
Days 30–90 — Control
Variance enforcement + integrated forecasting
Days 90–180 — Enforce
KPI cadence + decision-grade modeling
Days 180–360 — Institutionalize
Reduced volatility + documented governance
Equipment Distributors & Dealers
Four revenue streams—equipment sales, service, parts, and rentals—each with different economics.
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Most dealers can tell you total revenue to the dollar, but few can confidently identify which service lines are actually generating profit. Service profitability is often estimated, inventory quietly consumes cash, and revenue isn't consistently matched to the costs that produced it.
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Think CFO FICS provides true profitability by service line, aligns revenue with actual costs, improves inventory visibility, and creates rolling forecasts driven by purchase orders instead of assumptions.
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We've installed this approach in multi-service-line businesses through private equity exit. True service-line profitability is exactly what sophisticated buyers are looking for.