
The System

Built for project-based businesses generating $2M–$40M installing scalable financial discipline.


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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WIP 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


WHAT TO EXPECT IN YEAR ONE
Days 0–30 — Stabilize
Job 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
