You’re busy. Do you know which jobs are actually making money?

Revenue is not the same as profit. If you cannot confidently explain what labor, materials, overhead, and change orders did to a job, the next step is to understand the numbers and the process behind them.

Share your name, email, and phone first, then choose a time. You do not need to know which service you want.

Bring me the problem. You do not need to know the solution first.

Maybe QuickBooks is technically up to date but does not help you make a pricing or hiring decision. Maybe labor and material costs are not getting tied back to the job. We can look at how the information gets recorded before deciding whether the books, job-costing setup, pricing, or handoff needs attention.

It may not be the problem you think it is.

“We finish plenty of jobs, but I am not sure which kinds are worth taking.”

“I know what we charged. I do not know what the job really cost us.”

“The numbers come in after the decisions have already been made.”

“My bookkeeper reconciles everything, but I still cannot see job profit.”

Before buying another tool or hiring around it, find the actual snag.

When job costs arrive late or land in the wrong place, an owner may be pricing, scheduling, or choosing work without a useful view of labor, materials, and overhead.

Before buying a dashboard or changing accounting software, it helps to see how estimates, time, purchases, change orders, closeout, and bookkeeping connect. The numbers can only answer the questions the underlying process supports.

01

Understand the decision

Start with what you need to know: job margin, service-line profitability, cash needs, pricing, or something else.

02

Trace the information

Look at how estimate details, labor, materials, expenses, and job closeout move through the current tools and people.

03

Choose what to fix first

Decide whether the next useful step is bookkeeping structure, job-costing workflow, pricing analysis, reporting, or help from your CPA.

Kelly is a Business Operations Advisor, not a software reseller or a substitute for licensed legal, tax, or insurance professionals. When specialized expertise is needed, she can help coordinate with the right professional.

Start with what the business needs.

The right starting point depends on what you are trying to understand. Kelly looks at your specific business before recommending a project, advisory relationship, or another professional.

Owner’s Business Review

$750

A paid, business-specific diagnostic: preparation, a 90-minute working session, root-problem priorities, clear next steps, and a 30-day action roadmap. Join advisory within 7 days and the $750 is credited toward your first month.

Owner’s Operations Advisory

Starting at $1,500/month

Current founding-client rate with a three-month initial commitment. Two substantive working sessions each month, appropriate async access, a living priorities roadmap, research, decision support, and light implementation. One major priority at a time.

Implementation & Special Projects

Custom scope

A separately scoped build when the work calls for a larger implementation. The scope and price depend on what needs to be built. Delivery may involve Kelly, your team, or an appropriate specialist.

The Business Review is not a generic checklist. Tell Kelly what is going on first. Tax, legal, insurance, and other licensed professional advice must come from the appropriately qualified professional.

A few straight answers.

Do I need to know which reports I need?

No. Bring the question you are trying to answer. We can work backward to understand what information and workflow would make that decision clearer.

Can you help with QuickBooks and job costing?

Kelly can help organize financial information, examine job-costing workflows, and build management reporting. Tax, audit, attestation, and CPA-specific judgment belong with your CPA.

Will you just tell me to buy a new system?

Not before understanding what is happening. Sometimes a tool is missing. Sometimes the existing setup or the way people use it is the problem.

You run the business. I’ll help you figure out how it should run.

The first step is a 20-minute fit conversation, not a free consulting session. Share your contact details, then choose an available time. You do not need to arrive with a diagnosis.

Get the 20-Minute Booking Link