Empowering New and Resetting Builders

 

 

Customized financial solutions to set your custom homebuilding business on the path to success.

Building Your Financial Foundation

Launching your custom homebuilding business or navigating early-stage financial challenges? We understand the unique struggles new builders face. With tailored support, we’ll help you lay a solid foundation, start strong, or get back on track.

Sound Familiar?

  • Struggling to make sense of your bookkeeping? Managing financial records can feel overwhelming when starting or resetting your business. Without clear systems in place, small errors can lead to costly mistakes and unnecessary stress.
  • Unsure How to Set Up Your Financial Systems Effectively?
    Creating a solid foundation for tracking expenses, invoices, and income is critical. Without guidance, it’s hard to know where to begin or what tools to trust.
  • Worried About Cash Flow and Profitability in Your Early Projects?
    Mismanaged finances can jeopardize the success of your projects. Ensuring steady cash flow and maintaining profitability can feel like an uphill battle without a clear plan.
  • Frustrated by Past Financial Mistakes?
    Cleaning up old errors or transitioning from outdated systems can seem daunting, but leaving these unresolved could hold your business back.

These challenges are common for builders starting out, but with our expertise, you can overcome them and build a strong foundation for success.

 

How We Help You Build a Strong Financial Foundation

Tailored for Early-Stage Success

We offer targeted services to help you establish a financial structure that
supports your business growth:

QuickBooks Setup or Bookkeeping Evaluation

Start your business off right with a clear, organized financial system. Whether you’re setting up QuickBooks for the first time or need an expert review of your existing books, we ensure accuracy and compliance from day one.

 

Cash Flow and Personalized Coaching

Gain control of your cash flow and make confident financial decisions. We provide tailored coaching to help you manage income and expenses, ensuring early projects remain profitable.

 

Essential Bookkeeping Support

Stay on top of your finances with ongoing bookkeeping support designed for builders. We handle the day-to-day financial tracking so you can focus on growing your business.

 

Ongoing Review and Support

Receive continuous guidance to refine your systems and stay on track. We partner with you to address challenges, monitor progress, and make adjustments as your business evolves.

 

A Simple Onboarding Process

How We Work

We understand the challenges of building a foundation, so we tailor our process to meet you where you are and support your journey to stability and growth.

 

Discovery Call

We begin with a call to understand your needs and determine where we can add the most value.

 

Assessment

We dive deeper into your financial processes, identifying areas for improvement or setup needs, such as QuickBooks or bookkeeping evaluations.

 

Proposal & Plan

We provide a customized strategy to streamline your financial systems and set you up for success.

 

Implementation & Support

We execute the plan and offer ongoing support, ensuring your financial processes evolve with your business growth.

 

Frequently Asked Questions

Typically, the evaluation takes 1-2 weeks depending on the complexity of your books.

 

You’ll need to provide your current financial reports (balance sheet, profit & loss statement), along with any project-specific financials you want to discuss.

 

We offer ongoing coaching and support based on your needs, with options for retainer or follow-up sessions.

 

Take Action Today

Ready to establish a strong financial foundation? Schedule a discovery call, and let’s get started.

 

Talk to Us

 

 

Explore More Resources

5 Bookkeeping Mistakes to Avoid as a Custom Homebuilder

3 Tips for Managing Construction Industry Cash Flow

Recording Keeping for Construction Businesses