A Proven Path From Chaos to Clarity
Every engagement follows the same journey: diagnose the problem, rebuild the financial foundation, then stay as your CFO partner for the long haul. No guesswork. No wasted steps.
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Each Step Earns the Next
We prove value before we ask for commitment. The right clients feel the difference from the very first conversation.
90-Day CFO Transformation
A structured 90-day engagement that rebuilds the financial foundation of your business from the ground up. By day 90, you have clean books, a working forecast, defined KPIs, and a clear picture of profitability for the first time.
- In-depth financial health assessment
- QuickBooks audit, cleanup and standardisation
- Month-end close process and checklist
- Cash flow forecast or 12-month budget
- 3 KPIs defined and tracked per client
- Job and project costing setup
- Profit First implementation
- CFO advisory sessions throughout
CFO Growth Program
After your 90-day transformation, the Growth Program keeps the system running and compounds your results. A dedicated CFO who becomes part of your leadership team — turning financial data into strategy, accountability, and profit-driving action.
- Bi-weekly strategic CFO sessions
- Monthly financial deep-dive and CEO dashboard
- Monthly KPI scorecard with variance analysis
- 12-month rolling forecast and scenario modelling
- Annual budget build and variance tracking
- Monthly bookkeeper oversight
- Cash flow management and Profit First guidance
- Annual business health report and benchmarking
Bookkeeping Services
Monthly QuickBooks bookkeeping managed by Matt’s team — accurately coded, reconciled, and closed on time every month so the CFO work builds on a clean foundation. No more dependency on an external bookkeeper you can’t control.
- Monthly transaction coding and categorisation
- Bank, credit card, and loan reconciliation
- Job costing and project tracking
- Revenue recognition and payroll allocation
- Month-end adjusting entries and close
- CFO-ready monthly financial package
Special Projects
Fixed-scope financial projects for high-value, time-bounded needs. QuickBooks rebuilds, software implementations, financial model builds, and business sale preparation — each with a clear deliverable, timeline, and client sign-off.
- QuickBooks audit and full rebuild
- Software implementation (One Crew, Alpine, Field Pulse)
- Custom financial model or cash flow model build
- Business sale preparation and buyer-ready financials
- Payroll system implementation
- Multi-month or multi-year period cleanup
Not Just Advice. Infrastructure.
Most advisors hand you a report and disappear. We sit inside the business, rebuild the financial foundation, and stay there as your strategic partner.
Profit First + Real-World Execution
We integrate Profit First cash management with practical tools that fit how you operate — not theoretical frameworks that look good on paper but fail in practice.
Job Costing and Cash Visibility
We set up job costing in QuickBooks and rolling cash forecasts so you see what’s profitable and what cash looks like next month and next quarter. We implement, not just advise.
Built for Owner-Operators
Strategic simplicity, phased implementation, and hands-on partnership. We break down complex finance into clear actions and habits that stick with your team.
True Partnership
We act like an internal CFO: collaborating with you, your team, and your advisors to align operations, cash flow, and growth strategy toward a unified vision.
The Shift Our Clients Experience
“You explain it in a way I can actually understand.”
The most consistent feedback from every client. Matt translates complex financial information into plain language.
“I finally feel like someone is on my side.”
Clients describe the relationship as fundamentally different from every advisor they’ve worked with before.
“I know which jobs make money now.”
The most common outcome cited by construction and trades clients after the 90-day engagement.
Ready to Build the Financial Foundation Your Business Deserves?
The Cash Flow Clarity Call is free, 30 minutes, and you’ll walk away knowing exactly where you stand.
Book Your Free Clarity Call →