Frequently Asked Questions

How is advisory different from bookkeeping?

Bookkeeping

Bookkeeping records what already happened. Clean books are the foundation.

Advisory

Advisory focuses on what’s coming next. We analyze cash flow timing, job performance, margin trends, and growth impact so you can make decisions before problems develop. Advisory is the visibility layer.

Do I need to be a large contractor to benefit from advisory?

Are growing
Have multiple active jobs
Manage crews or subcontractors
Feel occasional cash pressure
Want clearer insight into profitability

No.

Advisory is most valuable for contractors who:

What do I need to prepare for meetings?

How often do we meet?

Very little.

We prepare forecasts, reports, and analysis ahead of time.

The most helpful thing you can bring is:

Upcoming hiring plans
Equipment purchases
Large bids in progress
Any financial concerns

Most advisory clients meet monthly.

Some larger or fast-growing small businesses and contractors prefer bi-weekly reviews during high-growth or high-pressure periods.

Consistency creates clarity.

Will this replace my CPA?

What if cash is already tight?

That’s often when advisory is most helpful.

Cash stress usually comes from:

Billing timing gaps
Retainage buildup
Underbilling
Payroll cycles misaligned with collections

No.

Your CPA handles tax planning and compliance.

We focus on operational financial visibility — the month-to-month decisions that impact cash, profit, and growth.

Many CPAs appreciate having organized, structured advisory support in place.

Is advisory a long-term commitment?

We begin with a structured 90-day clarity phase.

After that, advisory continues month-to-month unless otherwise structured in your agreement.

Our goal is long-term partnership — not short-term fixes.

How do I know if I’m ready for advisory?

You’re likely ready if:

You’ve wondered where cash actually goes
You’re unsure which jobs are most profitable
Payroll timing feels stressful at times
You’re growing but don’t want to outpace cash
You want a second set of eyes on financial decisions
If you’re asking those questions, you’re ready.

Value structure
Want transparency
Are open to financial discussion
Make decisions intentionally
Care about long-term stability
Advisory works best when communication is collaborative.