📊 Financial Management & Daily Tracking

Know Your Numbers, Grow Your Business

Stop flying blind. Learn the KPIs and daily tracking systems that give you complete financial clarity and control over your trade business.

📞 Get Financial Clarity

Are You Really Making Money?

Many plumbing and electrical contractors think they're profitable because they're busy. But being busy and being profitable are two very different things.

Without proper financial tracking, you might be:

  • ✗ Losing money on certain types of jobs
  • ✗ Overpaying for materials or labor
  • ✗ Missing tax deductions
  • ✗ Unable to spot cash flow problems until it's too late
  • ✗ Growing revenue while profits shrink

📊 Daily Tracking System

I will help you have complete visibility into your business performance.

  • ✓ Revenue tracking
  • ✓ Job costing
  • ✓ Technician productivity
  • ✓ Lead source tracking
  • ✓ Cash flow monitoring

The 6 KPIs Every Contractor Must Track

Stop drowning in data. Focus on these key metrics that actually drive business success.

Gross Profit Margin

50-60%

Revenue minus direct job costs. The foundation of your profitability.

Net Profit Margin

15-25%

What you actually keep after all expenses. Your true measure of success.

Customer Acquisition Cost

Track monthly

How much you spend to get each new customer. Essential for marketing ROI.

Average Ticket Size

Increasing trend

The average revenue per job. A key indicator of pricing effectiveness.

Revenue per Tech

$15-25K/month

How much each technician generates. Measures team productivity.

Cash Flow Days

< 30 days

How long until you get paid. Critical for business sustainability.

The Power of Financial Clarity

✓ Make data-driven decisions instead of guessing
✓ Identify profit leaks before they drain your business
✓ Know exactly when you can afford to hire
✓ Set realistic growth targets based on real numbers
✓ Reduce financial stress and uncertainty
✓ Plan for taxes and have money set aside
Business coaching session

Implement a System That Works

Through coaching, you'll implement a simple but powerful financial tracking system that fits your business. No accounting degree required.

  • 📄 Simple daily tracking spreadsheets and processes
  • 📊 Monthly financial review framework
  • 📈 Dashboards that show what matters at a glance
  • 💰 Job costing templates to price accurately

Ready to Take Control of Your Finances?

Schedule a consultation to learn how financial clarity can transform your business.

Get Started Today
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