Flexible Engagement Options

 

Foundation: Get Set Up Right

Designed for companies who need a strong starting point or cleanup of messy systems.

  • Project Setup & Cleanup: Rebuild or repair cost codes, budgets, and vendor records so projects track cleanly.

  • Compliance Pack: Lien waivers, COIs, and certified payroll handled end-to-end to keep you compliant and payment-ready.

Ongoing: Keep Projects on Track

Fractional support that integrates directly with your team and projects.

  • Fractional Support: Weekly or monthly engagement for job cost tracking, AP, payroll, billing, and compliance.

  • Custom Reporting & Dashboards: Job-cost reports, WIP schedules, cash flow forecasts, and executive snapshots tailored to your needs.

Advanced: Build Long-Term Efficiency

For teams ready to scale, optimize, and reduce risk.

  • Process Improvement & SOP Documentation: Streamline workflows and document them into step-by-step playbooks for your team.

  • Team Training & Coaching: Hands-on training so PM’s, admins, and accounting staff understand and follow best practices.

  • Platform & System Integrations: Connect accounting software, project management tools, and expense platforms for seamless data flow.

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