Get the help you need — without a long-term commitment.
Sometimes you don’t need a full CFO.
You just need a real expert to fix one problem, look at one job, clean up one mess,
or give you straight answers about your numbers.
That’s what this section is for.
Whether you're a roofer, HVAC contractor, or restoration pro —
you can book a one-time analysis or project, get clarity fast, and move forward with confidence.
Book your Project Call below
How It Works
Simple. Fast. No pressure.
1️⃣ Free Project Discovery Call (20 minutes)
We talk through exactly what you’re dealing with:
💠messy books
💠a job that lost money
💠pricing problems
💠cash flow issues
💠needing a tax plan
💠or just wanting a second set of eyes
My job in this call is to diagnose the problem and point you to the right one-time service
2️⃣ Choose Your One-Time Service
I’ll recommend the exact service that fixes your issue.
Most trade contractors fit into one of these:
💠Cleanup - Fix messy books, bad categories, unreconciled accounts.
💠Deep Dive Financial Analysis - Full review of margins, overhead, tax gaps, leaks, and owner pay.
💠Job or Project Audit - Find out why a job lost (or barely made) money — and how to prevent it.
💠Scope & Pricing Analysis- Review your estimate, labor, and materials to make sure your pricing matches real costs.
💠Tax Strategy Review - Entity structure, write-offs, payroll decisions, and year-end strategy.
💠System Setup / QBO Optimization - Set up job costing, tagging, owner pay structure, or a cleaner chart of accounts.
Each project is flat-fee that will be provided based on your needs before we start, no surprises.
3️⃣ Upload Your Files
Once you pick your service, you’ll get a secure upload link and a checklist.
You upload what you have — and we take it from there.
4️⃣ I Fix It / Review It / Analyze It
We do the work behind the scenes and turn it into something clear, simple, and actionable that you can use immediately.
5️⃣ Final Review Call + Action Plan
We go through what I found, what it means for your business, and the exact steps that will fix the issue going forward.
Most trade contractors tell me this call alone changes how they see their business.
Why Trade Contractors Love the One-Time Projects
💠Low commitment
💠Fast clarity
💠Real ROI
💠No long contracts
💠You see exactly how I work before jumping into anything long-term
A lot of clients choose a project first…
then roll into ongoing CFO support once they see the value.
Ready When You Are
Pick a time below and book your free Project Discovery Call.
We’ll figure out exactly what you need — and whether a one-time project is the best fit.
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