Bookkeeping and fractional CFO services for Texas Trades
We install the financial infrastructure that tells you exactly where your money is going so you can run your business.
+100 businesses advised
$100M+ in revenue managed
+15 years of experience
Trusted by Texas trades
Lone Star Plumbing
Hill Country HVAC
Brazos Electric Co.
Alamo Roofing
Big Bend Builders
We handle your bookkeeping.
Start to finish.
We keep your numbers accurate, up to date, and organized.
So you're not chasing down reports or wondering if they're right.
That includes:
Categorizing transactions and reconciling accounts
Keeping your books current to the month
Preparing monthly financials you can actually use
Job costing on your projects (tier-dependent)
Reconciliation of ServiceTitan, Jobber, or Buildertrend with QuickBooks
Texas sales tax handled correctly (separated vs. lump-sum contracts)
But we don't stop there.
We make sure those numbers are actually useful to you.
Sound familiar?
You've got the reports. But they're not helping you run the business.
Jobs are getting done. Money is coming in. And somewhere in the background, your books are being handled. But when the real decisions come up.
Hiring another tech.
Buying another truck.
Taking on your first commercial job.
Giving yourself a raise.
You're not pulling up your numbers to guide it.You're going off instinct. Not because you want to.
Because nothing in those reports tells you what to do next.
There's a reason for that.
Those reports weren't built to help you decide.
They were built to keep things clean for taxes, lenders, and outside review.
They answer questions like:
Are the numbers accurate?
Are expenses categorized the right way?
Is everything categorized correctly?
They don't answer:
Can I afford this right now?
Should I hire?
What can I actually take home?
So you don't use them when it matters.
Clean books are necessary.
They're just not enough.
You can have accurate, up-to-date financials and still not feel confident making a decision.
So you wait.
Or you move forward without really knowing.
Or you make the call and second-guess it after.
Because nothing is turning that information into a clear next move.
And every decision you make without clarity costs you something.
You just don't always see it right away.
That's the gap.
Why this keeps happening —
even after you switch providers.
At some point, you've probably thought:
"Maybe I just need a better bookkeeper."
So you switch.
The reports get cleaner.
Maybe they come faster.
Communication improves.
But when it's time to decide…
You're still interpreting everything yourself.
Still trying to figure out what actually matters.
Still making the call without full confidence.
Because bookkeeping,
by design, stops at the numbers.
It doesn't tell you what those numbers mean for your next move.
You've been solving for better reports… when what you should have been solving for was direction.
Here's how we close that gap
Four steps. Same team. One system that takes you from wherever your books are today to making every decision with confidence.
Diagnose
We figure out what's actually going on beneath the surface of your business. Within the first 30 days, we rebuild your chart of accounts for construction accounting, reconcile your field software with QuickBooks, and run the full financial diagnostic. You get your first real snapshot of where the business actually stands.
Stabilize
We handle your bookkeeping. So your numbers stay accurate, up to date, and reliable. Monthly close every month. Texas sales tax handled correctly. No more books two months behind. No more wondering if the report in your inbox is trustworthy.
Focus
We cut through the noise and show you what actually matters right now. Margin tracking by crew and job type. Job costing on the projects that actually move the business. Cash flow forecasting so payroll stops feeling like a monthly crisis.
Decide
We walk through what the numbers support. And what to do next. Monthly strategic review calls. Quarterly tax planning. Real conversations about hiring, pricing, bonding, and scaling. So you're not digging through reports trying to make sense of things.
You see where you stand.
You understand what it means.
You make the call without second-guessing it.
If you're tired of guessing,
let's fix that.
What this actually looks like
Instead of sitting there trying to piece things together… You're
looking at your business and knowing:
Whether you can afford to bring on another tech
If it's the right time to add another truck
Whether you can bid that commercial job with confidence
Where money is leaking between jobs
What needs your attention now versus later
Decision Brief
Can I hire?
You have 6+ months runway with a new hire
Owner distribution
$15,000 available this quarter
Watch item
Software costs up 23% QoQ
You're not overthinking it.
You're not putting it off.
You're not guessing.
Pricing built around your revenue, not a one-size-fits-all fee
Every Texas trades contractor is at a different stage. Our pricing reflects that. Pick the tier that matches your revenue, and grow into the next one when the business is ready.
Tier 1
Foundation
For Texas trades doing $500K to $1M.
Starting at
$750
/month
Monthly close, done on time, every time
Bank and credit card reconciliation
1099s tracked all year, not in a panic in January
P&L by service line so you can see what's actually working
Most Popular
Tier 2
Job-Costed
For Texas trades doing $1M to $2M, running multiple crews or projects.
Starting at
$1,495
/month
Everything in Foundation
Job costing set up correctly the first time
WIP tracking so you stop guessing on long projects
Monthly KPI report you can actually read
Tier 3
Controller
For Texas trades doing $2M+, ready to run this thing like a CEO.
Starting at
$2,495
/month
Everything in Job-Costed
A fractional controller running point on your finances
Cash flow forecasting and a real KPI dashboard
Job profitability deep dives by crew, by service, by customer
Monthly review meeting where we walk through your numbers together
Need more than that? Add a fractional CFO for $1,500/mo. Strategic finance, capital planning and loan prep, growth modeling. The thing most trades businesses don't realize they need until they hit $3M and the wheels start coming off. Let's Talk >
Pricing depends on revenue, complexity, and how clean your books are when you come in. We confirm the right fit on a 20-minute call. No commitment, no pressure. If we're not the right call for you, we'll tell you that too.
How Brad went from 2% industry-average margins to 14%
Brad runs a flooring business in Texas. When he came to us, his books were four months behind and his margins were right at the industry average of 2%. We installed real job costing, rebuilt his chart of accounts for construction, and put monthly strategic reviews on the calendar. Within a year, his net margin crossed 14%. Same crew. Same trucks. Same Texas market. The difference was visibility.
"I thought I had a pricing problem. It turned out I had a visibility problem. Now I know which jobs to take and which to walk away from."
— Brad, owner, [Flooring Company Name]
FAQ
Common
questions we hear.
If yours isn't here, ask it on your free introcall — we'll answer plainly.
Our Books are a mess.
Your books don't have to be perfect for this to work. If they're clean, we build from there. If they're not, we fix what matters first, then help you move forward. Either way, you're not waiting for things to be 'perfect' before you can make a decision.
I already have a bookkeeper or a CPA.
Most contractors do. There's a difference between a bookkeeper who categorizes transactions and a trades-specific financial team that tracks job costs, manages cash flow forecasting, and makes sure your financial statements can support bonding and banking relationships. We complement your existing CPA. They focus on tax. We handle the ongoing financial management.
I can't afford it.
The real question is: what is financial ignorance costing you right now? If your books are 60 days behind, you're making pricing and hiring decisions without accurate data. If your CPA charges $15,000 a year to clean up your books, you're already paying for bookkeeping at CPA rates. Our services typically pay for themselves within the first 90 days through identified inefficiencies, tax savings, and improved cash flow.
My business is too small.
If you're doing $300K with employees, you're already past DIY. Contractors who wait until they're in financial trouble almost always pay far more to fix the problem than they would have paid to prevent it.
Built for Texas trades like yours
More ways we support Texas trades
01
Free Trades Diagnostic
Already paying for bookkeeping that isn't working? Start with our free 30-minute diagnostic call. We'll review your books, your margins, and your job costing, and show you what a trades-specific financial team would change.
Schedule Your Diagnostic
02
Trades Fractional CFO
For contractors over $7M in revenue. We bring C-suite financial strategy at a fraction of the cost. Bonding readiness, WIP schedules, exit preparation, and the strategic guidance to scale past your next ceiling.
Learn More
03
Owner Community and Coaching
Every bookkeeping client gets access to our Texas Trades Owners community and monthly group coaching. Learn from other owners who have solved the exact problems you're facing right now.
See What's Included
Field notes
More ways we support
Texas trades
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You've been working with reports that weren't built for you.
We'll show you what it looks like when they are.
We'll walk through your numbers with you and help you see what they actually mean.
And what to do next.
Your numbers should be helping you make decisions.
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