90 Day Accounting Tune Up
Get reliable financials, a more accountable accounting team, and a plan to manage your cash flow with confidence.
Are you making money, but you’re not sure where it’s all going? If you’re a successful construction company who would like more control over your financials, this post is for you.
If you’re like most of my clients, you’re smart, driven and entrepreneurial, and that’s gotten you this far. Well done! But you don’t have a degree in finance or accounting, you’ve never worked in a corporate job, and accounting is not your strongest skill. Perhaps you even hate it and dread meetings with your accounting team. As a result, you don’t have a great grasp on your books. You know money comes in and goes out. Sometimes there’s a lot of it, and you can cash some out to live the life you want. Sometimes things are a bit tight, and you squeak by. But these ebbs and flows mostly take you by surprise. We can fix that, together.
I help construction companies, both general contractors and subcontractors, level up their operations, including accounting, so you can make more money with less stress, scale, and live the life of your dreams.
After working as a COO in construction and development myself for years, and then helping my construction clients level up their operations, I’ve found that everybody pretty much has the same accounting issues, and they can be solved in pretty much the same ways. That’s why I’ve designed the 90 Day Accounting Tune Up to help people like you.
At the end of 90 days, you’ll know:
How much money you have coming in, and from where.
How much money you have going out, and where it’s going.
The most important tweaks you can make going forward to make more profit.
If this sounds like what you need, read on for a scope of work of what I can do for you, and how much it costs.
90 Day Accounting Tune Up
Who This Is For
Small construction or trades businesses with:
Messy books
Cash flow surprises
Unclear financial reporting
A bookkeeper or accounting team, but not getting what you need
What’s Included
1. Weekly Consultant Check-ins
Attend your existing finance/accounting calls — or set them up if you don’t have them.
Track progress and remove roadblocks.
2. Scope of Work & KPIs for Your Accounting Team
Review current roles and workflows
Define what your accounting team should be doing and how often
Create clear expectations for deliverables (P&Ls, balance sheet reviews, cash flow reports)
3. Accounts Receivable Review
Analyze your current AR aging
Identify problem clients or weak internal systems
Create a step-by-step plan to get current and stay current
4. Clean P&L Plan
Review your current P&L and financial setup
Define what a clean, useful P&L looks like for your business
Deliver it — if we have access to your data and cooperation from your bookkeeper/accountant
5. Chart of Accounts Optimization
Review your current chart of accounts
Remove clutter, clarify categories, align with construction-specific reporting needs
Update your QuickBooks or other software directly (or provide instructions to your team)
What You’ll Walk Away With
A reliable, readable P&L
A chart of accounts that makes sense
A clear role and task list for your accounting team
A plan for handling AR
Weekly guidance to keep the process on track
Peace of mind that your numbers are actually telling you something
Pricing
$4,995 flat fee
Includes:
4–5 consulting calls plus my attendance on 3 or more weekly accounting calls per month
Written action plans for accounting scope, Accounts Receivable, and clean-up
Optional: Add-on implementation support or fractional controller services if needed
Contact me to get started.
