Home service businesses are busy — but busy doesn't always mean profitable. I help contractors and trade businesses understand their job margins, manage cash flow, and build the financial foundation to scale.
These are the financial and operational challenges I hear most from home service and trade business owners.
You're doing more work than ever but cash always seems to run short — especially when large jobs start before payment comes in.
You win jobs and do great work, but at the end of the month you're not sure which ones were actually profitable and which ones you did for free.
Adding crews and trucks is exciting — but your financial systems haven't kept up and you're managing by gut feel instead of numbers.
Build a forward-looking cash flow model that accounts for job timing, payroll cycles, and seasonal demand — so you're never caught off guard.
Understand which jobs, crews, and service types are making money — and use that data to price better and allocate resources smarter.
Identify where labor, materials, and overhead are eroding your margins — and implement practical fixes that your team will actually follow.
Simple, clear reporting so you can see the health of your business at a glance — revenue, margins, job performance, and cash position.
Before you commit to anything, I'll review your P&L and give you a candid picture of where your margins stand, where cash is leaking, and what's worth fixing first. No pitch — just honest findings you can act on.
I review your profit & loss statement and identify margin gaps, cost structure issues, and benchmarking opportunities specific to your industry.
If you have cash flow data, I'll review it. If you don't, I'll show you what a simple model would reveal about your business today.
We walk through what I found together — what it means, what's worth addressing, and what a path forward looks like. You leave with real clarity.
Tell me about your business, goals, and current challenges.
I review your financials and identify what stands out before we meet again.
A 45-min call where I share what I found and what it means for your business.
No obligation. If we're not a fit after the assessment, you still walk away with a clearer picture of your business.
A free 30-minute call to understand where you are and whether I'm the right fit to help you grow profitably.