Know which customers, routes, and services actually make you money. We bring strategic finance, BI, and AI-built tools to service businesses, so every big call has a breakeven date and a worst case before you sign.
Who it’s for
HVAC, plumbing, and electrical. Pest control, lawn, and landscape. Pool service, cleaning, and janitorial. Commercial print and job shops. Companies with trucks on the road or jobs on the floor, recurring customers, and an owner who still makes the big calls.
The problems we solve
What each service line, customer, and job type really earns, where a price change pays, and how many customers you can lose and still come out ahead.
Contribution margin and cost to serve by route, crew, and branch. Revenue per tech-hour. Which zips to grow, reprice, or exit.
New branches and territories, trucks and equipment, lease or buy, and new service lines. Base, upside, and downside cases, breakeven month, and cash at risk.
AR aging and collections, a 13-week cash view, the seasonal low point, and when the next hire or line of credit makes sense.
A weekly view of the numbers that matter, reconciled to your books and built on the systems you already use. Each metric is tied to dollars.
Turn a recurring question into a live tool: a quote checker, a pricing calculator, a route density map, or a weekly owner email.
Bookkeeping and tax stay with your bookkeeper and CPA.
How we create value
Every engagement follows the same decision lifecycle. Guardrails come first, results are read back honestly, and the questions you ask every month become tools.
Agree on the decision and its guardrails up front: breakeven month, maximum cash at risk, target margin, payback.
Build base, upside, and downside cases from your own books and job data, reconciled before we show a number.
Sit down with the owner. Get a clear go, no-go, or “go if…” with the downside and the cash in plain view.
Start small, with a control group or a clean before-and-after, so the result can be measured.
Measure what actually happened, with seasonality and growth stripped out. Attribute results conservatively.
Act on the read. Then turn the recurring question into a live dashboard or tool so the answer stays current.
Engagements
We suggest starting with a Business Diagnostic. Scope is agreed in writing before any work begins.
1–2 weeks · fixed scope
A first look at where your business makes and loses money, built from a few standard reports.
About 3–5 weeks · one decision
One big call priced before the money moves: a branch or territory, a price increase, trucks or equipment, a new service line, or a route redesign.
Monthly · sized by hours
Ongoing strategic finance for owners who want the numbers current and the big decisions priced as they come up.
About 3–6 weeks · one tool
A working tool on your own data that turns a recurring question into a live answer.
Who you’ll work with
Began his career as a private equity investor in service businesses, then worked in strategy and operations at venture capital-backed, AI-native technology companies. Based in Dallas, Texas.
Questions
No. We don’t close the books or file taxes. We work on the owner’s decisions: pricing, margin, capital, cash, and the tools to track them. We work alongside your bookkeeper and CPA.
No. We work with service businesses broadly, commercial and residential: HVAC, plumbing, electrical, pest, lawn and landscape, pool, cleaning and janitorial, and commercial print and job shops. For pest control operators, see pest control consulting.
Usually a monthly P&L, an invoice or job export from your field-service or accounting system, and AR aging. Tech hours, route data, and a price list help if you have them. We’ll agree on the list on the first call.
No. We start with the systems you already use. If we build a dashboard or a tool, it’s built around them.
Only the people working on your business see it. We set up a secure way to share files after the first call. Please don’t send financial files through the contact form.
It depends on scope. We agree on scope and cost in writing before any work starts, and we’ll cover it on the first call once we understand the decision in front of you.
Tell us about it. We’ll tell you what we’d need to answer it.