Foundation Install · 21 Days

Build Your Business
Right. From Day One.

A fixed-scope engagement for owner-led contractors and service businesses. Entity. Banking. Books. Operating rhythm. Done properly in 21 days — not assembled over years of mistakes.

30-min call → We confirm fit → You decide. No commitment.

Fixed-fee engagement · Not legal or tax advice · Consult your attorney and CPA

The Problem

Most owner-operators start the wrong way and pay for it later.

01

Wrong entity. Real exposure.

Most contractors start as sole props by default. When something goes sideways—a claim, a dispute, an audit—there's nothing between you and the problem.

02

Personal and business money mixed.

One account. No categories. No idea what margin looks like. This doesn't just make taxes painful—it makes growth impossible to track.

03

No billing structure. Cash flow is chaos.

No deposit policy. No collections process. Invoices that go out late and get paid whenever. You're financing your clients without realizing it.

04

Running it all from your head.

No weekly rhythm. No scoreboard. No way to delegate anything because nothing is written down. You're the bottleneck, and it gets worse every month.

The Foundation Install

Three phases. 21 days. One clean, documented setup.

We run the process. You make the decisions. Everything gets documented and handed back to you ready to operate.

1

Days 1–7

Structure & Entity

  • Business entity decision support
  • State formation coordination
  • EIN acquisition guidance
  • Banking setup checklist
2

Days 8–14

Financial Foundation

  • Chart of accounts (contractor-ready)
  • Bookkeeping rules + workflows
  • Invoicing + deposit structure
  • Cash flow baseline
3

Days 15–21

Operating Foundation

  • Weekly owner rhythm installed
  • Simple KPI scoreboard
  • Role clarity template
  • Handoff + 90-day maintenance plan
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Digging into specifics? Start here:

What Changes

Before and after the foundation.

Before

After

Sole prop with no protection

Entity formed, EIN active, liability baseline established

Personal + business accounts mixed

Separate accounts, chart of accounts configured, categories set

No billing policy, slow collections

Deposit requirements, invoicing cadence, collections follow-up process

Running everything from memory

Weekly owner meeting, scoreboard, first written processes

See Full Outcomes →

A Fit If

Who this is built for.

  • You're starting a contracting or trades business and want to build it right
  • You've been operating for 1–3 years and the foundation is a mess
  • You're a home service, commercial service, or field service business
  • You're the owner and you're wearing every hat
  • You know you need structure but don't know where to start

Not a Fit If

Who it's not for.

  • Businesses with dedicated finance/ops staff already in place
  • Companies needing ongoing bookkeeping services (we set it up; we don't maintain it)
  • Anyone expecting legal advice or tax filing services
  • Businesses past $5M+ where fractional COO is the right tool
21-Day Fixed Engagement

Stop building on a shaky foundation.

Book a 30-minute call. We'll confirm you're a fit and walk you through exactly what the install covers.

Book a CallSee Full Scope

30-min call → Confirm fit → You decide. No commitment.

Not legal or tax advice. Consult a licensed attorney and CPA for those decisions.