Our Services

Below are 3 samples of our customizable services packages. Please contact us and we can build one that’s right for you.

Package 1: Core Financial Support

For businesses needing essential financial organization, structured billing, and professional proposal support.

Scope Includes:

  • Proposal & Contract Management (drafting, scopes, RFPs)

  • Invoice, Billing & Payment Support

  • Foundational Financial Operations Support (QuickBooks setup/cleanup, expense tracking, basic job costing)

Ideal For:
Smaller trade companies, design firms, and GC startups needing clean billing, stronger cash flow, and organized financial systems.

Package 2: Operational Efficiency & Growth

For companies ready to combine strong financial operations with smoother project execution and better communication.

Everything in Package 1, plus:

  • Project Administration (job setup, change orders, scheduling, communication)

  • Vendor & Subcontractor Coordination (COIs, work orders, invoicing, lien waivers)

Ideal For:
Growing small to mid-sized contractors juggling multiple active projects, multiple bids per month, or frequent communication with supers/building management.

Package 3: Full Operational Management

For companies wanting their entire back office fully managed: financials, proposals, billing, vendors, and operations.

Everything in Packages 1 & 2, plus:

Full Financial Operations Support and Executive & Strategic Support

  • Ongoing QuickBooks management

  • Detailed job costing & profitability analysis

  • Month-end closeouts

  • Internal reporting summaries

  • Coordination with accountants for quarterly and annual filings

  • SOP development

  • KPI dashboards (A/R aging, job profitability, pipeline)

  • Hiring/operations guidance as needed

Ideal For:
Busy firms handling 6+ active projects, steady bidding cycles, and no internal operations or office manager.

Contact us

Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!