Specialty contractors live with a hard set of operating realities — project-by-project margin volatility, seasonal cash demands, percentage-of-completion accounting that obscures real performance, and a labor market that punishes any company without a system for utilization and pricing. Staying profitable as you grow takes more than billing software and a year-to-date P&L. It takes a finance function built for the way your business actually runs.
Trades We Work In
WIP automation, gain/fade tracking, technician utilization, and dashboards that show project profitability by PM, region, work type, and customer — so you know which projects to chase and which to fix before month-end tells you.
13-week cash forecasts tied to backlog and billing milestones. Disciplined AR/AP. Retention release tracking. The covenant compliance package your lender expects on time, every time.
Diligence support, ERP harmonization, post-merger integration, and chart-of-accounts standardization — so a roll-up doesn’t turn into eight unintegrated companies sharing a holdco logo.
Interim CFO and Controller seats, monthly close acceleration, audit readiness, and board reporting — for businesses that grew faster than their back office.
Job-cost analytics, bid win/loss analysis, and margin-by-customer dashboards that turn pricing from gut feel into a managed process.
Sell-side readiness, quality of earnings prep, and the operational and financial story your bankers need to maximize the next transaction.
Reporting cadence, cash forecasting, and the FP&A muscle that runs a project-driven business.
WIP and percentage-of-completion done right. Audit readiness. Multi-entity consolidation.
Pulling data out of Sage, Viewpoint, Vista, and ServiceTitan into dashboards your operators actually use.
Document intelligence on contracts and POs, AI agents for scheduling and customer expediting, automation in AP.
Tell us where the friction lives in your contractor portfolio company and we’ll scope a solution that fits the way the business actually runs.
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