The bookkeeping is how he gets inside a business and finds what the numbers are trying to tell you. After 40 years as a Chief Financial Officer (CFO) and Chief Operating Officer (COO) at the highest levels of construction and trade — watching companies scale, struggle, and succeed — Will made a deliberate choice: serve the contractors who need real financial intelligence the most. He is known for his strategic vision — turning struggling enterprises into success stories, establishing strategic alliances, and implementing approaches that lead to measurable revenue growth.
"I am probably the most overqualified bookkeeper in Florida. That is entirely the point."
Grew a family of construction companies from $3M to $42M in three years. Built the financial infrastructure that made that growth possible — job costing, WIP reporting, cash flow management, and CFO-level oversight at every stage.
Served as Chief Operating Officer (COO) of General Roofing Services — a first-mover consolidator in the commercial roofing sector — that grew from $30M to $265M in revenue. No bookkeeper in Florida has this credential for roofing financial management. No one.
Engineered a 150% surge in revenue through core process redesign and operational restructuring — positioning the company as an industry leader in its category.
Most bookkeepers record transactions. They categorize expenses, reconcile accounts, and hand you a Profit and Loss (P&L) statement once a month that you may or may not understand.
Will reads the numbers the way a Chief Financial Officer (CFO) reads them — looking for what they reveal about the business underneath. Which service lines are actually profitable? Where are costs drifting out of alignment? What is the cash position 60 days from now? Are the books telling you the truth?
That instinct was built across 40 years at the executive level. As CFO of The Pool Consultants, Will led the company from $3M to $42M through strategic mergers and acquisitions (M&A), entity restructuring, and new company start-ups. As COO of General Roofing Services — a first-mover consolidator in commercial roofing — revenues grew from $30M to $265M, with purchasing rebates exceeding $2M per year under his leadership. As an independent CXO Management Consultant, Will led interim executive engagements across startup, turnaround, and growth situations — including leading M&A activities for an industry consolidator, adding more than a dozen operating entities over a two-year span. At Automated Systems Design, he served as Interim COO and engineered a 150% surge in revenue through process redesign and operational restructuring.
The $70,000 HVAC discovery happened because Will was looking at the right numbers in the right way. That is not luck. That is 40 years of knowing where to look.
Will works alongside your existing CPA so their time is spent on strategy, not on cleaning up the books.
Book a free Profit Leak Assessment. Will will review your numbers, identify your financial blind spots, and tell you exactly what he sees — no charge, no obligation.