For referral partners
What we do, and what we don't
If you place surety, advise contractors, audit them, or write their comp policy, you already know the problem. Your client's books can't produce what you need, and fixing it isn't your job.
We run the construction financial operations function underneath. Monthly WIP, job costing that reconciles to the field, retainage by contract, subcontractor compliance, and a financial package that arrives without follow-up questions.
Before anything else
What we do not do
We're putting this first because it's the question you actually have.
No attest work
No audits, reviews, or compilations. That stays with the CPA firm. We produce the records that make their engagement clean and cheap.
No taking the relationship
Referred clients stay referred, and we can send deliverables to you rather than to the owner. The exception is a general contractor referring his own subcontractors: that reporting runs to the sub and only to the sub, and the general contractor page says what that means.
No insurance or surety
We produce schedules. Coverage, capacity, and program structure stay with you.
No strategic consulting seat
If you're sitting with the president on growth and capital structure, we're the function underneath producing the numbers you work from.
Your recommendation stays clean
No fees, no revenue share, no finder's arrangements, in either direction. Nothing changes hands, so there is nothing to disclose to your client, your firm, or your licensing body.
We do run a rewards program for existing clients who refer other contractors. It does not extend to professional partners and never will.
Who we work with
Our best referral partners all hit the same wall
Your client's numbers will not do what you need, and fixing them is not your job. Whether you are underwriting the bond, prequalifying the sub, advising the owner, signing the return, or pricing the comp policy, you are waiting on books somebody else keeps. Pick the one that sounds like you.
For surety agents and bonding brokers
A WIP schedule that is current every month, with retainage broken out and underbillings identified rather than buried.
Read itFor general contractors
Your own WIP and bonding, plus the documentation you collect from your subs kept current rather than chased when a job is already in trouble.
Read itFor fractional CFOs and advisory firms
You hold the strategic seat. We close the books, run AP, build the WIP, and chase the sub documentation underneath you.
Read itFor CPA firms with construction clients
Independence rules push the monthly bookkeeping elsewhere. We build to what the attest engagement needs, and we never perform attest work.
Read itFor insurance brokers
Premium audits are decided by documentation, months before the auditor arrives. We build the records that survive one.
Read it
Tell us where the conversation is stuck
If you have a contractor in mind, the useful first call is with you rather than with him. Tell us what the reporting is missing and we can be specific instead of starting from a blank page.
Start a conversation