Your QuickBooks holds the answers. We surface them.
Most owners run on two numbers: the bank balance and a feeling. We turn your existing books into the ones that actually drive decisions — margin by job, crew, and truck; a rolling cash forecast; and a monthly dashboard you can read in five minutes.
Numbers with names on them.
Job Costing & Margin
Which jobs, crews, and trucks make money — and which are subsidized by the rest. The single highest-leverage report a field-service business can own.
Cash Flow Forecasting
A rolling forecast built on your own history and seasonality, so payroll in the slow months is funded before the slow months arrive.
KPIs & Owner Dashboard
A one-page monthly dashboard: revenue, margin by segment, cash runway, receivables aging, and the two or three numbers unique to how you run.
Budgets & Lender Packages
Budgets that get compared to actuals instead of filed away, and financial packages formatted for the bank or bonding company that has to say yes.
Analysis, answered.
How is this different from the bookkeeping engagement?
Bookkeeping records what happened and keeps it reconciled. Analysis interprets it: costing jobs, projecting cash, and turning the ledger into decisions. Bookkeeping is the foundation — analysis is the building. Most clients run both; some bring clean books from elsewhere and engage us for the analysis alone.
Which KPIs actually matter for a field-service business?
Fewer than the dashboards vendors sell. For most trades: gross margin by segment, revenue per crew or truck per day, receivables aging, and cash runway in weeks. Trucking adds cost per mile; service businesses add agreement counts and renewal rates. We’d rather you watch four numbers monthly than forty numbers never.
Do I need special software for the dashboard?
No. The reporting is built from the accounting platform you already run, delivered as a readable monthly package through the portal. If your operations software (dispatch, estimating) holds useful data, we can fold it in — but nothing new to buy is the default.
One firm, one ledger.
Engagements here are designed to feed each other. These are the ones this work most often runs alongside — and published minimums for all of them are on the pricing page.
Reconciled Source Data
Job costing and forecasting are only as honest as the ledger feeding them.
Bookkeeping →From Performance to Value
The same normalized earnings that drive your KPIs drive a calculated value.
Business Valuation →Plan Against the Forecast
Equipment timing and owner pay decided against projected cash, not last year.
Tax Planning →Ready when you are. Virtual or in-office.
Every tax return prepared and signed by a licensed CPA or IRS Enrolled Agent. Everything runs through the secure portal and e-signature.
Free 15-Minute CPA Consultation
Fifteen minutes with Kevin Hemingway, CPA. We discuss your tax or accounting needs, determine whether our firm is a good fit, and you leave with an estimated fee range and next steps. This consultation is for engagement evaluation and does not include tax advice, tax planning, or detailed analysis of specific tax situations.
Book a Free ConsultStrategy Consult
A paid, flat-fee review of your prior return and current books, ending in a prioritized action list you keep either way.
Book a Strategy Consult