Five industries. One way of working.

    Job costing for a roofing company, a DSO offer on a dental practice, and a land versus operating entity question on a farm sale are three different problems. General advice does not solve any of them well.

    We work with owner-operators and nonprofit leaders managing $2M to $50M, across home services, medical and dental, agriculture, family-owned and founder businesses, and nonprofits.

    A technician fastening a black gutter to the edge of a roof on a bright day.

    Home Services

    Margin, job costing, and exit preparation for plumbers, electricians, roofers, and HVAC operators. Know what your jobs actually make before you bid the next one.

    See how we help
    A farm office where two generations review the operation together.

    Agriculture

    Financial leadership and succession planning for farms and ranches. Cash flow through the cycle, cost of production per unit, and land transfer handled right.

    See how we help
    A bright medical or dental practice operatory prepared for the day.

    Medical & Dental

    Overhead control, provider level margin, and straight answers on DSO offers for dental groups and medical practices.

    See how we help
    Two generations working together inside a family-owned business.

    Family-Owned & Founder

    For the business with the family name on the truck. Clean books, cash you can see, and a plan for who takes it over next, handled with the care a family business deserves.

    See how we help
    A nonprofit board reviewing a clear financial report together.

    Nonprofits

    Board packages the board can read, restricted funds tracked properly, and cash planned across the grant cycle. Calm at the finance committee meeting.

    See how we help

    Not sure if we are a fit for your industry? Ask us. If we are not the right call, we will tell you who is.

    Request a discovery call