Put Us On Your Team

ANALYST

Understand what the numbers mean
$ 349 month (first 12 months)
  • Five Power Sessions per month*
  • Monthly financial review
  • Financial review/analysis
  • Budget-to-actual review
  • Quarterly 60-min Summit
  • Business risk analysis
  • Market positioning review
  • Create proforma annual budget
  • Yearly State of the Business
  • No contract, cancel anytime
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CONTROLLER

Financial Analysis and Risk Management
$ 749 month
  • Ten Power Sessions per month*
  • Twice-monthly financial review
  • Financial review/analysis
  • Budget-to-actual review
  • Monthly 60-min Summit
  • Business risk analysis
  • Market positioning review
  • Organizational structure
  • Create proforma annual budget
  • Yearly State of the Business
  • Free training in a ToolBox application (one per year). +Quickbooks +Asana/InstaGantt +EstimatorPro
  • Free access to all "For Sale" downloads
  • No contract, cancel anytime

CHIEF FINANCE OFFICER

CFO - Everything but an office
$ 1500 month
  • Unlimited Power Sessions*
  • "DayDream Construction" discovery
  • Weekly 60-min Summit
  • Financial review/analysis
  • Budget-to-actual review
  • Business risk analysis
  • Market positioning review
  • Client experience design
  • Organization structure
  • Operations stress review
  • Create proforma annual budget
  • Yearly State of the Business
  • One "Done For You" project in progress
  • Free training in any ToolBox application (one at a time). +Quickbooks +Asana/InstaGantt +EstimatorPro +Camtasia +Wordpress
  • Free access to all "For Sale" downloads
  • Six-month engagement period
I'd like to talk about:

Done For You

DONE FOR YOU

Operations
  • Create Business Plan
  • Build a Business Model Canvas
  • Write Investor/Lender synopsis
  • Organizational structure
  • Systems development
  • Client Control/Management
  • Subcontractor Management
  • Loan Package Preparation
  • Yearly State of the Business
  • Business exit strategies

DONE FOR YOU

Marketing
  • Conduct market research
  • Build a Business Model Canvas
  • Determine market positioning
  • Brand development
  • Estimating Process
  • Customer Journey
  • Create proforma budget
  • EstimatorPro
  • Camtasia
  • Wordpress Website

DONE FOR YOU

Production
  • Projects you want and need done, but just can't find the time to complete
  • Systems development
  • Client Control/Management
  • Subcontractor Management
  • Estimating Process
  • Job costing set-up/clean-up
  • Training in Toolbox apps
  • Asana
  • InstaGantt
  • EstimatorPro

DONE FOR YOU

Finance
  • Accounting set up/clean-up
  • Create proforma budget
  • Use NAHB Chart of Accounts
  • Proper Construction Accounting
  • Job costing set-up/clean-up
  • Financial Analysis
  • Loan Package Preparation
  • Yearly State of the Business
  • Financial planning strategies
  • Quickbooks
I'd like to talk about:

A La Carte Coaching

Business Management

  • Start-Up Checklist
  • Business Model Canvas
  • Business Strategy Development
  • SWOT Analysis
  • Year-End Checklist
Your Coach will lead you through all the considerations on the Start-Up Checklist.
$599one-time
Customized Business Model Canvas developed for your company as a basis for company mission, goals and profitability.
$259one-time
The correct business strategy is the key to the success of your construction company.  We can assist you in laying that groundwork.   
$599one-time
A complete SWOT  (Strengths, Weaknesses, Opportunities, Threats) analysis for your company will identify the best opportunities in your market.  We can help you get there.
$1299one-time
We will conduct the Year-End Checklist interview and help you close the loop on planning for next year.
$249one-time
I'd like to talk about:

Marketing

  • Market Opportunity Analysis
  • Marketing and Branding Strategy
  • Marketing Checklist
  • The Sales Process
  • Website Development and Maintenance
  • Slide Deck Marketing
  • Video Marketing
A survey of market conditions, competitive analysis, and Quick Insight analysis.
$999one-time

Focused on branding and developing a market presence.  Includes business name, logo, color and font selection, Unique Value Proposition (UVP) creation, segment and avatar identification, and the process of building preferential differentiation.

$999one-time
Review the marketing checklist and develop strategies for filling in the market gaps discovered.
$199one-time
Document each step of the Sales Process in your company.  Create supporting documents. Create a training process for all your client-facing staff.
$399one-time
We will create a five-page website structure (Home, About, Portfolio, Your Choice, and Contact Us) and advise and train you to add content.
$1299one-time

How to create and publish a slide deck.  You will have a 10-slide deck on Slide Share when the session is completed.

$199one-time
How to create and publish a video.  You will have a two-minute video on YouTube when the session is completed.
$249one-time
I'd like to talk about:

People Management

  • Subcontractor Management
  • Client Management
  • Client Contracts
  • Initial Specifications
  • EstimatorPro
You will receive the Builder Resources Subcontractor Management System and training to help manage those relationships. We will also address monitoring subcontractor insurance coverages and calendaring annual Terms and Conditions.
$429one-time
Client Management documents, customized for your company, integrated into your procedures manual, plus training.
$299one-time
Review your current contract and make business-related suggestions.  Check for completeness and consistency.  This is not a legal review, and you will have to talk to your legal counsel before revising any existing contracts.  You will also receive a copy of our contracts to review.
$399one-time
We can help you control your client's expectations by customizing your Initial Specifications, and coordinating them with your Sales Process and Contracting Process.
$149one-time
EstimatorPro training and customization.  Estimating template developed for the way you like to estimate.  Data base set up for you.
$1299one-time
I'd like to talk about:

Project Management

  • Daily Progress Report
  • Asana Project Management
  • Job Binder
We train you and your job supervisors in using smart phones to dictate and file Daily Progress Reports on every project, every day.
$99one-time
Asana for Project Management files set up for your company.  All management and staff trained.  Comprehension test administered.  Employees goaded into using the Asana platform.
$1099one-time

Job Binder set up explained.  Can apply to either physical Job Binders or digital binders set up using the Asana Production Management template from Builder Resources. 

$129one-time
I'd like to talk about:

Financial Management

  • ProForma and Break-Even Analysis
  • Budgeting
  • NAHB Chart of Accounts
  • The Nine Numbers
  • Baseline Financials
  • Financial Ratio Analysis
It is critically important to learn how to play "What-If?" with the finances of your business.  We can train you in how to set up a model that you can plug your numbers into to look at the future of moves you are making now.
$299one-time
If nothing else, the act of preparing a budget alerts you to the inter-connectedness of the financial and performance components of your business.  A critical exercise if you really intend to manage your company.
$599one-time
The Chart of Accounts for the company is either set up or revised so it is consistent with the NAHB chart of Accounts. Coordination with Accountant or Bookkeeper.
$399one-time
Training in the importance and usefulness of the Nine Numbers in diagnosing the financial health of your company.
$129one-time
Review financial reports for last 3-5 years and establish baseline financial trends. Prepare analysis for and present to management.
$799one-time
Important financial ratios identified and explained. Accounting system set up to provide numbers.
$399one-time
I'd like to talk about:

Digital Toolbox

I'd like to talk about:
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