You can’t see what each job made.
You bid it, worked it, got paid — and still can’t say what you cleared. Bad estimates, slow billing, and loose change orders eat margin quietly, job after job.
Job costing — profit per job, not per yearYour books — Lender Ready.
Your job costs — Known.
Bookkeeping and fractional CFO for Texas contractors and service businesses.
Sound familiar?01 02 03 04
You're busy running the crew, not bad at money.
01You can’t see what each job made.
02Cash gets tight with no warning.
03The bank wants numbers you don’t have.
04A finance chief costs $180k. You need 10 hours.
Cash gets tight with no warning.
Draw schedules, retainage, 45-day payers. You find out about a crunch the week it hits. A 13-week cash flow view shows it coming a quarter out.
13-week cash flow forecast, updated monthlyThe bank wants numbers you don’t have.
Truck loan, line of credit, bonding capacity — they all start with a P&L and balance sheet that hold up. A spreadsheet gets you a polite no.
Lender-ready books, every single monthA finance chief costs $180k. You need 10 hours.
You don’t need a full-time hire. You need the brain — forecasting, pricing, tax-time readiness — for a flat monthly number that fits a small business.
Senior finance skill from $159/moWho you’re calling
I’m Brandon Thompson.
An HVAC and electrical company. A food truck with a national retail contract. A warehouse. A marketing agency. A holding company over all of it.
I keep my own books lender-ready every month — because I’ve been the guy sitting across from the banker, needing the loan, needing the numbers to hold up.
That’s the standard I bring to your books. Not theory. The same monthly close I run on my own companies.
Catch-Up Cleanup
Two, three, four years behind? Start here.
Most first calls aren’t about last month. They’re about the last 3 years.
2–4 yrstypical backlog on a first call
Quarter by quarterrebuilt and reconciled
1 fixed quoteno hourly meter, ever
I rebuild your books quarter by quarter, tied to the tax returns you actually filed — so the record matches what the IRS already has.
You get a cleanup memo documenting every decision: what changed, why, and where the numbers came from. Your tax preparer and your banker can follow the trail.
STEP 1
Scoping call. You tell me how far behind and what’s missing.
STEP 2
Fixed quote for the whole cleanup. One number, not an hourly meter.
STEP 3
Quarter-by-quarter rebuild, reconciled to bank statements and filed returns.
STEP 4
Cleanup memo + current books. Then a monthly plan so it never happens again.
How it works
Three steps. No mystery.
1
Scoping call
15 minutes. What you do, how far behind you are, what you need the books to do for you.
2
Fixed proposal
One number for the cleanup, one number for the monthly. In writing. No hourly billing, ever.
3
Monthly rhythm
Books closed by the 10th. Report in your inbox. You get back to running the business.
What I need from you
- View-only access to your bank and credit card accounts
- An invite to your QuickBooks Online file (I’ll set one up if you don’t have it)
- About 30 minutes a month to answer questions
The standard
The exact package I run every month.
This is what my clients get each month — and the same package my own companies run on. Nothing lands in your inbox that I wouldn’t run my own businesses on.
PDF · BY THE 10TH
Monthly report package
P&L, balance sheet, and cash summary — current month, year to date, and against last year. Plain-English cover note on what moved and why.
14-POINT CHECKLIST
Close checklist
Every account reconciled, every month, signed off line by line. You can see exactly what "done" means.
4 NUMBERS · MONTHLY
KPI scorecard
Gross margin, labor as % of revenue, cash on hand, receivables aging. Four numbers that tell you if the month worked.
This is what you get every month.
Three ways to work with me
Flat monthly pricing. No hourly surprises.
Every engagement starts with a scoping call and a fixed quote. "Starting at" means simple books at that price — more entities, more volume, more work, higher quote. If your books need a one-time Catch-Up Cleanup first, that’s a separate fixed quote before the monthly starts. You’ll know your number before you commit.
Books Right
$300$159/mo starting at
SPECIAL PRICINGClean books, every month, without you touching them.
- Every transaction categorized in QuickBooks Online
- Bank and credit card reconciliation
- Monthly close — books locked by the 10th
- P&L and balance sheet in your inbox monthly
- Questions answered by email, same week
What this replaces
- Nights at the kitchen table
- ~6 hrs/mo back
- In-house part-time help
- $1,200+/mo
- Tax-time scramble
- Gone
CFO Core
$1,500$1,325/mo starting at
SPECIAL PRICINGKnow what every job makes. See cash before it gets tight.
- Everything in Books Right
- Job costing — profit per job, not per year
- 13-week cash flow forecast, updated monthly
- KPI scorecard: margin, labor %, backlog
- Monthly working session, 45 minutes, your numbers
What clients use it for
- Catch losing jobs
- Before the next bid
- See cash crunches
- 13 weeks out
- Know the 4 numbers
- Every month
Strategic CFO
$5,000/mo starting at
A finance chief on your team without the $200k salary.
- Everything in CFO Core
- Annual budget and plan, tracked monthly
- Lender and bonding packages, built and defended
- Pricing and margin strategy per service line
- Weekly cadence. I sit on your side of the table.
Built for
- Revenue
- $2M–$20M
- Bank + bonding needs
- Handled
- Full-time CFO cost
- $180k+ avoided
Questions I get on every call
FAQ
How does pricing work?
Flat monthly rates, quoted after a 15-minute scoping call. Right now Books Right starts at $159/mo (special pricing, normally $300) for a single entity with straightforward volume. More entities, more accounts, or higher transaction volume means a higher quote — but it’s fixed before you sign, and it doesn’t change mid-month. I never bill hourly.
Do I have to use QuickBooks Online?
No. I can work with what you have — or AlliedOne Marketing can build you a system with payment processing baked in. That said, I recommend QuickBooks Online for most businesses because your banker and your tax preparer both know how to read it. If we move you over, migration is part of the cleanup quote.
Will I need a cleanup before monthly service starts?
Sometimes. If your books are behind or messy, I’ll quote a one-time Catch-Up Cleanup to get them to the standard the monthly packages maintain. One fixed number, agreed before anything starts — then the monthly rhythm takes over.
What happens at tax time?
You hand your tax preparer a clean, reconciled file instead of a shoebox — which makes their work faster and usually cheaper. I don’t prepare or file tax returns. I make sure the person who does never has to guess.
Am I locked into a contract?
No. Monthly engagements are month-to-month. Cleanups are a fixed-price project. If it’s not working, you keep your books and your QuickBooks file — they’re yours.
How far behind is too far behind?
I’ve rebuilt books that were 4 years behind. Two to four years is normal for a first call. The only "too late" is waiting another year.
Get your number