Modular home manufacturing
- How much cash is tied up in materials and units on the production floor?
- When will deposits and progress payments land against the costs we're carrying?
- What does each home actually cost us to build?
Experience across different kinds of businesses.
Finances move at very different rhythms on a production floor, a job site, or in a therapy practice. These are the questions owners in each industry bring to us.
Nonprofits
- Can our reports show restricted and unrestricted funds clearly?
- Which programs and funding sources is the money coming from and going to?
- Will the books be ready when the board or a reviewer asks?
Healthcare and therapy practices
- Which balances are outstanding, and how long have they been open?
- Can we afford to add another clinician?
- How do slow-paying accounts affect payroll?
Law firms
- Are our operating books reconciled and current every month?
- What does cash look like across slow and busy months?
- Which invoices are overdue right now?
General construction
- Are invoices going out on time as each job moves forward?
- How do job expenses line up against what we've billed?
- Can we cover materials for the next project before the last one pays?
Engineering firms
- Which projects have unbilled work or overdue invoices?
- What's coming in against payroll over the next few months?
- Can our projections support the next hire?
These are common business needs. Specialized services such as trust accounting, medical billing, fund accounting, or industry-specific compliance are discussed case by case during scoping.
What the work can look like
Examples of typical engagements, not specific client stories.
Modular home manufacturing
See where the cash is going between deposit and delivery
A manufacturer is profitable on paper but always short on cash. A monthly close that tracks materials, work in progress, and customer deposits shows how much cash each home ties up, and a forecast shows when it comes back.
Fractional CFO supportNonprofits
Make restricted funds visible before the board meeting
A nonprofit's reports lump all funding together. Organizing the books by program and funding source gives the board a clear view of what's restricted, what's available, and what's been spent.
Monthly bookkeepingGeneral construction
Get several months of books ready for a tax preparer
A contractor has unreconciled bank and card accounts and a deadline coming up. The cleanup starts by listing missing statements, then reconciling the agreed months and flagging open items for the owner and tax preparer.
Catch-up and cleanupHealthcare and therapy
Model the cash impact of adding a clinician
A practice owner is weighing another hire. A forecast compares payroll and onboarding costs with expected collections, and shows what happens if payments arrive later than planned.
Fractional CFO supportWork in a different industry?
Reconciliations, receivables, payables, and cash planning work much the same everywhere. Tell us how your business runs.