ENGAGEMENT 05 · SPECIALTY CONTRACTOR
~$8M REVENUE · 45+ EMPLOYEES · SPECIALTY TRADE + JOB-BASED CREWS · CLIENT SINCE 2022
A contractor who couldn't tell which jobs paid, until job-level accounting and a live dashboard showed him. The tally at the top of your screen starts at zero. Every entry below posts to it as you read.
THE WORK, IN ORDER
Job-level P&L exposed which bid types were quietly losing money once labor was tracked accurately.
Automated timecard intake and a live job-cost dashboard meant gross margin per job was visible within 48 hours of close instead of guessed at month-end.
The restructured chart of accounts showed which jobs were carrying excess material spend; procurement tightened to actual job needs.
The monthly close playbook means the system keeps working without us in the room every month.
Some of it recurs every year. Some of it landed once and changed what the bank and the balance sheet look like. All of it came from the same place: a connected system, and someone senior running it.