ContractorSetup
Outcomes

What changes when
you build it right.

Not platitudes. Specific operational changes that happen when a business goes from improvised to intentionally built. This is what a proper foundation delivers.

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

What Actually Changes

Four things that get resolved.

01

Legal exposure baseline set.

Your business has a real entity. You're not operating as a sole prop with personal assets exposed. The right type of entity is your decision — we walk you through the options. Your attorney finalizes.

02

Money is separate and trackable.

Business account. Personal account. Clean categories. You can see what came in, what went out, and what a job actually cost. This is the foundation everything else is built on.

03

You get paid on your terms.

Standard invoicing terms. Deposit requirement. Collections follow-up process. You stop financing your clients unknowingly and start getting paid on a defined schedule.

04

You review the business, not just react to it.

Weekly owner meeting. Simple scoreboard. Issue log. You can see the business clearly for 15 minutes once a week instead of operating in perpetual chaos.

Scenarios

Where clients start. Where they land.

Three common starting points. What the install fixes in each.

Starting from zero

Day 1 → Day 21

Before

  • Sole prop by default, personal account doing everything
  • No idea what entity to form or how
  • Billing clients but no categories, no structure
  • Running every decision from memory

After

  • Entity decision made and coordinated, EIN active
  • Business bank account open, personal/business separated
  • Chart of accounts installed, expense categories set
  • Invoicing process, deposit policy, weekly review rhythm

Operating 1–2 years, messy

Current state → 21 days out

Before

  • LLC exists but never set up properly — no operating agreement in practice
  • QuickBooks license they never configured
  • Invoices go out late, collections follow-up is ad hoc
  • Owner still making every decision, can't delegate anything

After

  • Entity structure reviewed, operating gaps identified and corrected
  • QuickBooks configured with proper chart of accounts + categories
  • Invoice cadence and collections process documented and running
  • Weekly scoreboard, clear owner meeting, first written SOPs

Trades / specialty contractor

Current state → 21 days out

Before

  • All cash or check, no card processing, no deposit requirement
  • Revenue looks different every month with no pattern understood
  • No job costing structure, no visibility into margin
  • Hired first person, nothing is documented for them

After

  • Payment methods configured, deposit requirement in standard terms
  • Accounting categories configured for job-level tracking
  • Billing cadence set, AR aging tracker installed
  • Role clarity one-pager for first hire, SOP template for onboarding

Tangible Outputs

What you have in your hands at close.

Business entity formed and active (or reviewed and corrected)
EIN on file, banking accounts open and separated
Accounting software configured with chart of accounts
Expense categories, invoicing template, deposit policy
Collections follow-up process + AR aging tracker
Weekly owner meeting template
Simple KPI scoreboard (Revenue / Cash / Ops)
Role clarity one-pager for active roles
SOP template for critical processes
90-day handoff guide and maintenance checklist

Note: Outcomes described reflect the types of structural and operational improvements typically observed when a proper business foundation is established. Individual results depend on the specific state of the business at engagement start. These are operational outcomes only. Nothing on this page constitutes legal advice, tax advice, or financial advice. Always consult a licensed attorney and CPA for decisions in those domains.

What comes next

Once your foundation is set, install job costing — know your actual margin on every job. Contractor Job Costing →

If the real issue is execution and leadership cadence, see the COO engagement. Contractors COO Install →

Ready to see this for your business?

Book a 30-minute call. We'll walk through your current state and confirm this is the right fit.

Book a CallSee Full Scope

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