Financial intelligence for contractors

Know where every dollar earns its keep.

My Business connects accounting and operating data to expose margin, control cash, reduce risk, and support smarter decisions for field-service companies.

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Decision-ready reporting

Clear findings, not a folder of unexplained spreadsheets.

Contractor-specific analysis

Jobs, crews, trucks, customers, and service lines examined together.

Traceable recommendations

Every conclusion tied back to the financial or operating data behind it.

From records to action

One financial view of the whole operation.

We bring your books, bank activity, payroll, job data, estimates, invoices, inventory, and fleet costs into one practical decision system.

Recurring CFO and profitability analytics

Monthly reporting, 13-week cash forecasting, budget-versus-actual review, and scenario models—paired with profitability by job, customer, technician, crew, truck, service type, and geography.

Built for HVAC, plumbing, electrical, roofing, construction, and property-management operators.

Tax, risk, and leakage intelligence

Model projected tax exposure and entity or compensation decisions while monitoring duplicate payments, unusual transactions, overtime, vendor concentration, margin decline, and inventory abnormalities.

The goal is measurable savings, stronger controls, and fewer costly surprises.

Acquisition due diligence

Normalize statements, test SDE or EBITDA, verify add-backs, compare tax returns with deposits and operating systems, and assess revenue quality, customer concentration, and working-capital needs.

A sharper picture of what you are buying—and what could break after close.

The operating picture

See margin leaks before they become habits.

The deliverable is not accounting for accounting’s sake. It is a prioritized view of what to price, fix, hire for, protect, or investigate next.

Management output

Cash forecast. Pricing recommendations. Hiring scenarios. Tax outlook. Acquisition analysis.

Connected inputs

QuickBooks, bank statements, payroll, ServiceTitan, invoices, estimates, inventory, credit cards, fleet expenses, and customer records.

Start with the numbers you already have

Turn operating data into your next profitable move.

Tell us where visibility breaks down. We’ll identify the data needed, the questions worth answering, and the clearest path to a useful financial intelligence system.

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