Trades & Services
Know what each job made, not just what it billed.
For contractors, landscapers, cleaning companies, HVAC, and home services. Most owners find out what a job really made at tax time, if ever. It doesn’t have to wait that long.
What we see
The same few problems, again and again.
No job costing.
Revenue is tracked by the month, not by the job. You know what you billed, but not what each job or crew actually made.
Cash swings from job to job.
A big deposit one week, materials and payroll the next. The bank balance never tells you what’s actually available.
Receipts in the truck.
Expenses pile up in glove boxes and email. The books catch up once a year, if they catch up at all.
Busy all year, short at tax time.
Plenty of work, but the tax bill still comes as a surprise, because profit was never tracked as it happened.
Pricing by gut feel.
Bids are based on what the last job cost, or what the competition charges. Without real job numbers, you can’t tell which work to raise prices on and which to stop taking.
No line between you and the business.
Personal and business spending run through the same accounts. The books blur, deductions get missed, and nobody can say what the business itself earned.
What we do about it
Each problem, and the service that fixes it.
- No job costing. Margin reporting by job and crew, built into the monthly close. Fractional Controller / CFO
- Cash swings from job to job. A rolling cash forecast that shows the lean weeks before they arrive. Fractional Controller / CFO
- Receipts in the truck. Every account reconciled and categorized every month, with a short list of questions for you. Monthly Bookkeeping
- Busy all year, short at tax time. Monthly financials, so the year-end number is never a surprise. Monthly Bookkeeping
- Pricing by gut feel. Margin by job and job type, so the next bid is priced on what the work actually costs. Fractional Controller / CFO
- No line between you and the business. Business and personal spending separated and categorized every month, with past months cleaned up if needed. Monthly Bookkeeping
What you’ll know
After working with Baywell.
- What each job made after labor, materials, and subcontractors.
- Which crews, job types, and customers are worth more of your time.
- How to price the next job so it pays what it should.
- Where cash will be in six weeks, not just today.
Your numbers, held to a higher standard.
Thirty minutes, no charge. Tell us about the business and what you need from your numbers.