Our Values

This is non-negotiable. If we say we'll have something by Friday, you have it by Friday. If the IRS needs it by end of day, it's in by end of day. If we're closing your books on the 15th, the books are closed on the 15th.

Deadlines aren't suggestions. They're promises. And the moment you start treating them as flexible, your clients stop trusting you — and they should. We've seen what happens when deadlines slip in this business. People get penalties. People lose appeals. Draw requests don't get submitted on time and cash dries up for two weeks. People's cash flow plans fall apart because the data wasn't there when it was supposed to be.

If something is going to be late, we tell you before the deadline — not after. But our job is to make sure that almost never happens.

We don't optimize for this month's invoice. We optimize for the 3–5 year relationship. Every recommendation, every decision, every conversation is filtered through one question: does this make the relationship stronger and the business healthier over time?

This means we'll sometimes tell you things that aren't in our short-term financial interest. "You don't need that service." "You should hire that person in-house." "You're ready to outgrow us." That's not generosity — it's strategy. Clients who trust you that deeply stay longer, refer more, and are better to work with.

We're not looking for transactions. We're building partnerships where both sides get richer.

Nobody hires us for pretty reports. They hire us to put more money in their bank account. Period. If the cash didn't move, the margin didn't improve, and the owner isn't sleeping better — we failed. Doesn't matter how clean the spreadsheet looks.

This is why we guarantee $50K in found cash on the Assessment. It forces us to stay focused on what actually matters. Not busywork. Not "visibility." Not dashboards nobody opens. Cash in the bank. Profit on the P&L. Owner take-home that reflects the risk you're carrying running crews, managing subs, and floating material costs for 60 days before the draw lands.

Everything else is a means to that end — and if it isn't, we cut it.

Finance doesn't have to feel like a root canal. If every meeting with your CFO makes you dread Tuesdays, something is wrong — and it's probably the CFO's fault, not yours.

We keep it human. We joke. We talk like normal people. We make the numbers understandable and the meetings something you actually look forward to — or at least don't avoid. If you can't explain your financial situation to your spouse over dinner, we haven't done our job. You run HVAC trucks and plumbing crews — you don't need someone talking at you in accounting jargon.

This matters more than people think. Owners who enjoy the process engage more, implement faster, and stick with the plan longer. Dread kills follow-through. We don't do dread.

The difference between a contractor banking 5% and one banking 15% is almost never one big thing. It's fifty small things — a payment term here, a markup adjustment there, an AR follow-up process that doesn't exist, retainage that's not being tracked, maintenance plan revenue that's not being recognized correctly, tech utilization rates that nobody's measuring. The details are where the money hides.

We reconcile to the penny. We read the footnotes. We ask the question everyone else skips. We check the numbers twice because being 97% right on a $5M business means you're $150K wrong — and that's someone's entire profit margin.

If we're not obsessive, we're not useful.

Your pricing is wrong. Your best tech is costing you money. Your partner isn't pulling their weight. Your collections process is a joke. You're floating material draws for GCs who pay net-90 while your subs want net-30. Your tax situation is a mess because you ignored it for three years.

Somebody needs to say it. Most advisors won't because it's uncomfortable, and uncomfortable conversations risk the relationship. We say it because not saying it risks the business — and that's worse.

We deliver hard truths with respect, not cruelty. But we deliver them. If you want someone who tells you everything is fine, hire a yes-man. If you want someone who tells you what's actually going on, hire us.

Every recommendation we make has a number next to it. How much it's worth. When you'll see it. Who's responsible for making it happen. If we can't put a dollar amount on it, we don't recommend it.

We don't do "gut feel." We don't do "trust the process." We don't do "it'll pay off eventually." The math either works or it doesn't. Before you change your pricing, we model it. Before you hire another tech, we run the numbers. Before you take that big commercial job, we show you what it actually does to your cash in week 6 when the materials bill hits and the draw hasn't landed yet.

Gut feelings are great for reading people. They're terrible for running a business. We bring the math so you can bring the judgment.