Two Ways to Get Started

Financial Assessments

Choose your entry point. The free quiz takes 3 minutes. The paid audit is Will doing real work on your real books. Both lead to the same clarity — on different timelines.

Tier 1 — Free

Financial Health Assessment

10 questions. 3 minutes. Instant score across 6 dimensions of your construction financial health. No appointment needed. Available right now.

Cash Flow Management visibility
Job Costing Accuracy
Gross Margin Visibility
Work in Progress (WIP) Management
Financial Reporting Discipline
Forecasting & Planning
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Will walks through all six financial health dimensions with you directly during the free Profit Leak Assessment call. No form. No quiz. Real answers about your actual business.

Book a Free Profit Leak Assessment →

Or call: (727) 638-3708

FREE
No appointment needed
Tier 2 — Paid

Financial Foundation Audit

This is Will doing real work. He reviews your actual financials, job costing records, Work in Progress (WIP) schedules, overhead structures, and Profit and Loss (P&L) statements. The output is a written professional assessment you keep regardless of what you decide next.

Complete review of current books and financial structure
Top 3 financial blind spots identified and documented
Gross margin analysis by service line
WIP and retainage gap analysis
Written Financial Clarity Summary — yours to keep
Risk Reversal

If Will cannot identify at least one meaningful financial improvement opportunity — he tells you directly. The audit fee is credited in full toward your first month's retainer if you move forward.

$500–$1,000
Credited toward retainer if you engage
Book Financial Foundation Audit →
Book a Free Profit Leak Assessment →