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Your finance department, without the overhead
We coordinate with your CPA; we don’t do taxes - we make taxes easy.
Finance Operations (Monthly Close)
Reconciliations, recurring JEs, variance thresholds, tie-outs; books locked in 5–10 days.
Accounts Payable (AP) Rhythm
Tue/Thu approvals; keep key vendors happy; capture early-pay discounts.
Job & Margin Visibility
Materials %, subs %, labor burden; job/crew margin via QBO Projects / field tool mapping.
Accounts Receivable (AR) Cadence
Day 0 invoice, Day 3/7/14 reminders, phone calls >30, payment plans; track DSO.
Cash Forecasting (13-Week)
Base/upside/downside; lowest week highlighted + 2–3 owner moves.
Training & Enablement
Owner/controller/PM enablement; simple SOPs + checklists your team can run.
Add-Ons
Lender-Ready Pack - $500
Clean statements, covenants, WIP/job snapshots; supports LOC/equipment financing.
Jobber ↔ QBO Projects setup - $400
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