Tree service · Landscaping · HVAC · Plumbing · Electrical

Still tight on cash even when the work is busy?

Answer five quick questions. Then, on a 30-minute call, we look at your QuickBooks with you, read-only, and send you a written list of what is broken in your books and the order to fix it. You keep it whether you hire us or not.

See what's broken and what to fix first

5 questions · 30-minute call · read-only access · written audit

Illustration of a tradesman in a hard hat reviewing numbers on a tablet

01 · What we find

What we usually find in a trade business's books

61¢ → 28¢

The books say you keep 61 cents of every dollar. After crew and equipment, it is really 28.

$186,400

Deposits for work not done yet, taxed as this year's income.

$94,300

Paid to subcontractors with no W-9s on file and 1099s due.

"Ask My Accountant"

Truck and equipment payments parked there, so the machines are missing from the balance sheet a lender reads.

Figures from our sample audit of a made-up tree service.

02 · Start here

Five quick questions

01Do you know which jobs or services actually made you money last month?

02Have you been surprised by a tax bill in the last two years?

03Does your bookkeeper tell you what to do next, or only what already happened?

04How often are you the only one who can answer a basic money question about the business?

05Do you work all the time and still feel like you aren't getting ahead?

Where should we send your audit?

First nameLast nameEmailMobile phoneCompany nameTrade

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03 · The sample

This is what you get

A real format, a made-up company. Every finding says what we found, why it matters, how we'd fix it, and what we need from you. Most of the time, that last line says "Nothing."

Sample scorecard showing each area of the books graded Fix first, Tidy up or In good shape — The scorecard: every area graded

Sample finding card with what we found, why it matters, how we would fix it, and your part — One finding: what we found, why it matters, how we'd fix it

Download the sample audit (PDF)11 pages. Every company name and figure in it is made up.

04 · Who it's for

Built for the trades

Tree serviceLandscapingHVACPlumbingElectrical

If you run crews and trucks and your books are behind, this is for you.

05 · What happens after

What happens after you answer

01You book a 30-minute call.
02On the call, you give us read-only access to your QuickBooks. We change nothing.
03We send your written audit: what is broken, why it matters, and the order to fix it.
04If you want us to fix it, we tell you what that costs. If not, the audit is still yours.

06 · Questions

Is it really free?

Yes. The audit and the call cost nothing.

Do I have to hire you?

No. You keep the audit either way.

Will you change anything in my books?

No. Access is read-only.

I'm behind on my books. Is that a problem?

No. That is usually why people ask.

Find out where the money is actually going.

See what's broken and what to fix first