Every offering does one job: show you the money you can't see.
Your books and your job or practice software already hold the answer — which jobs, which procedures, which crews or providers make money, and which quietly bleed it. They just don't talk to each other. I join them, and put the number that matters in front of you. Start free, or start deep.
Pick your entry point
Start with the free Self-Check or the $500 Profit Pulse, step up to the X-Ray, or hand us the whole build. Every price is on the page — no "contact us for pricing" games.
The Profit X-Ray
Three weeks: I join your QuickBooks to your job or practice software and show you the three biggest places money is leaking — with three live dashboards you keep either way. An AI engine does the reconciliation; a human does the judgment and the readout.
Profit-Leak Self-Check
A 60-second scorecard. Answer ten plain questions, get a Profit-Visibility Score and the two or three places you're most exposed. No cost, no call.
Profit Pulse
We connect one of your systems and stand up the single number that matters most to you — cash on hand, jobs won this week, or your A/R at a glance — as a live board you keep. The fastest way to see us touch your data, and one live number makes you want the rest.
Fractional Data Lead
The X-Ray, kept alive: the Monday number, dashboards maintained, a monthly owner review, and a senior operator on call. A fractional CFO, pointed at your operations. Cancel monthly.
The Complete Data Build
Everything, done for you: every system connected, every entity, custom automation, and the dashboards maintained — the full operations-data backbone most firms hire a team to stand up.
Dashboard-in-a-Box
Your books and job software finally talking, plus the standard KPI board for your trade — live in two weeks, maintained for you. Fixed scope, no custom analysis.
Back-Office Automation Sprint
Pick your worst weekly chore — quote follow-ups, invoice chasing, the Friday report — and it runs itself in two weeks, on your existing tools, with a human review step.
In depth
The flagship, then each step of the ladder.
The Profit X-Ray — the flagship
The problem it solves: QuickBooks records the money. It can't tell you which job, bid, crew, procedure, or provider is losing it — that answer lives in the join between your books and your operational software, and nobody has built that join for you. Most owners find the bad one at tax time, nine months after the decision that caused it.
What you get:
- A full data inventory across QuickBooks, your job/practice software, and the spreadsheets in between
- An AI reconciliation engine that joins and cleans the two systems and narrates, in plain English, where margin is lost
- Three live dashboards — profitability (bid-vs-actual / service-line margin), cash & AR, and crew/provider/room utilization
- The Leak Report: the three biggest money leaks, each with its dollar figure and the why
- A 90-day data roadmap and a one-hour findings readout with you
- You keep the dashboards and the data — whether or not you continue
See a full sample Profit X-Ray, start to finish →
Why an AI engine, and why it isn't the pitch: the AI does the grind — reconciling messy cross-system data and drafting the narration. A human owns the judgment, the QA, and the readout. You don't buy "AI." You buy the answer it lets me deliver in three weeks instead of three months.
Contractors & trades
QuickBooks + your job software (Jobber, ServiceTitan, Buildertrend, Procore). We surface bad bids, crew utilization, and which job types actually make money.
Aesthetic practices
QuickBooks + your practice software (Aesthetic Record, Boulevard, Zenoti, Nextech). We surface procedure and provider margin, room utilization, and the marketing-spend → consult → close → rebook funnel.
Low risk by design: you keep the dashboards and the data whether or not you continue.
The Complete Data Build — the whole thing, done for you
Who it's for: a business with several entities, a stack of software that doesn't reconcile, or a real back office — where one diagnostic isn't enough and you want the entire operations-data backbone built once, properly, instead of a dashboard per silo.
What you get:
- Every source connected — QuickBooks, your job/practice software, spreadsheets, and the systems in between
- One unified data model across every entity, not a disconnected board per system
- Custom automation for your worst recurring chores, each with a human review step
- The full dashboard suite, maintained — profitability, cash, utilization, and whatever your business turns on
- A quarter of hands-on operator time to embed it and train your people
Scoped to what you actually run — most builds land between $25,000 and $60,000. It's the tier a firm would normally staff a small team to deliver; here it's one senior operator with an AI engine doing the grind and a human owning every result.
Profit-Leak Self-Check
Ten plain questions — "Do you know your margin by job type?", "Do you see bid-vs-actual before the next bid?", "How late do you usually find a bad job — same week, month-end, or tax time?" You get a Profit-Visibility Score out of 100 and a short read on your top two or three exposure areas. It shows you the leak exists; the paid steps find the actual dollars. No call, no pressure.
Profit Pulse — one live number, yours to keep
Pick the one number you wish you could see any time — your cash on hand, your jobs won this week, or the money still sitting in A/R. We connect one of your systems and stand it up as a live board on your phone, yours to keep. It's the low-commitment first step for a reason: it proves we can actually touch your data and hand you something useful — and once you're watching one number live, you'll want the whole picture, every system joined and every leak found. That's the X-Ray.
Fractional Data Lead — the ongoing retainer
Dashboards die when nobody owns them. This is the person who keeps them true and makes you look once a month. Three tiers scale from the maintained dashboard suite + the weekly Monday number (Core), to a new analysis and bid support each month (Standard), to one to two days a week owning your whole data roadmap (Embedded). A fractional CFO is normal at ~$3,750/mo in Phoenix — this is that, pointed at your operations instead of your accounting. Your data stays in your systems: nothing pooled, nothing resold.
Dashboard-in-a-Box
The productized version, for when the X-Ray is a bigger first bite than you want. A standard connector set (QuickBooks + one of Jobber, ServiceTitan, Buildertrend, or Procore) and the standard KPI pack for your trade — job margin, AR aging, crew hours, pipeline — live in two weeks and maintained for you. Fixed scope, no custom analysis. When you want custom, you've outgrown the box and it's time for the X-Ray.
Back-Office Automation Sprint
Once your data flows, the next win is killing the manual busywork around it. Pick one chore — unanswered-quote follow-ups, invoice chasing, the auto-generated weekly report — and it runs itself in two weeks, on your existing tools, always with a human review step. Sold only to clients whose data I already run: that's where it's differentiated, rather than one more "AI automation agency."
Not sure where to start?
Take the free Self-Check, or tell me what runs your jobs or your schedule and I'll give you a straight read on whether the X-Ray is worth it — and if it isn't, I'll say so.
Start with fifteen minutes