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The System

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

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Execution Truth

  • Budget vs actual discipline

  • Cost code alignment

  • Change order capture integrity

  • PM-level accountability

Financial Integrity

  • Clean QBO structure

  • WIP alignment

  • Billing matched to production

  • Reliable monthly close

Control Layer

  • Margin variance alerts

  • Labor overrun monitoring

  • Billing lag visibility

  • Backlog health tracking

Forecast Engine

  • 13-week rolling cash runway

  • 12-month rolling forecast

  • Backlog-to-revenue modeling

  • Scenario modeling

Leadership Cadence

  • Financial KPIs embedded weekly

  • Quarterly planning alignment

  • Accountability enforcement

  • Governance discipline

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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

Contact Us

Ready to take your business to the next level with a CPA Firm? Contact us today to learn more about our services and how we can help you achieve your financial goals.

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