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Data Mule Process
Imagine This

BOOKKEEPING FOR CONTRACTORS 

JOB COSTING

FINANCIAL REPORTING

FIRE YOUR BOOKKEEPER

Most bookkeepers don't know how your construction business makes money.

PLUS...they don't create the systems your business needs to operate efficiently.

This leaves operational gaps in your construction business.

Schedule Your Free OPS Assessment

FIRE YOUR BOOKKEEPER

Most bookkeepers don't know how your construction business makes money.

PLUS...they don't create the systems your business needs to operate efficiently.

This leaves operational gaps in your construction business.

Schedule Your Free OPS Assessment

HIRE YOUR OPS TEAM

 GET THESE SYSTEMS & SUPPORT: 

 

BOOKKEEPING & ACCOUNT MANAGEMENT

Weekly Financial Snapshots & Project Accounting Updates

 

FINANCIAL ANALYSIS & PERFORMANCE MODELING

Monthly Budgets & Key Performance Tracking

 

PROFIT FIRST for CONTRACTORS

Cash Flow Management for Permanent Profitability 

Schedule Your Free OPS Assessment

OUR TECH STACK

We only work with contractors using QuickBooks Online Plus, Advanced, or Intuit Enterprise Suite (IES).

On top of that, we install Adaptive to work seamlessly with your books and your project management platform...

So your financial data flows the way it should.

Schedule Your Free OPS Assessment

OUR PROCESS

REVIEW YOUR BUSINESS

Evaluate your books and recommend updates and systems to install

▶️ HOW THIS WORKS

ORGANIZE YOUR BOOKS

Create structure in your books for financial clarity and job costing  simplicity.

ONBOARD YOUR TEAM MEMBERS

Get office and field teams on the same page, following your workflow.

INTEGRATE YOUR SYSTEMS

Sync QBO, Adaptive, and PM tools to automate your data pipeline.

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THE WORKFLOW

RECORD YOUR TRANSACTIONS

We job-cost and reconcile every dollar in and out of your business.

▶️ HOW WORK FLOWS

UPDATE YOUR REPORTS

Real-time business budgets, and WIP to protect your margins.

REVIEW YOUR ACTIONS ITEMS

Dashboards to see what’s working, what's not, & next steps.

RINSE & REPEAT WEEKLY

Organized books, clean reports, & data-driven decisions.

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CONTRACTORS WE'VE WORKED WITH

HOW DOES YOUR BUSINESS RANK?

 

Review & score yourself against 5 simple KPIs that determine the profitable growth of any construction business.

 

Fill out the form below and download your Key Metrics Snapshot

we won't share your info, but we will send you valuable business resources

DATA MANAGEMENT FOR YOUR CONSTRUCTION BUSINESS

It's bookkeeping for contractors...bookkeeping on steroids

ORGANIZE

Systems to track & record the day-to-day transactions of your construction business

▶️ WHY THIS MATTERS

ANALYZE

Automations and workflows to tie your project management to your operations

OPTIMIZE

Operational tools that show you where you're making money & where you're not

This framework is what we'll install in your construction business so your books are up-to-date, accurate, and give you the financial clarity to make the right decisions for profitable growth.

PLUS...all clients get access to weekly Executive Roundtable Meetings in the Academy Community.

SCHEDULE YOUR OPERATIONAL ASSESSMENT

HERE'S WHAT YOU GET

Clarity on what's working, what's not, and tools to fill the gaps in your operations.

Schedule your 45 minute assessment today to determine how much margin you're bleeding due to a lack of operational systems.* 

*This is not coaching or consulting session. The Operational Assessment is for contractors who are in need of operational expertise and are ready for change. We will evaluate your current systems, support and staff and determine if we're a good fit to manage the data and financial reports of your business so you never have to log into your Quickbooks again.

DATA MULE AGENCY™

 

IMAGINE WHERE YOUR CONSTRUCTION BUSINESS COULD BE 6 MONTHS FROM NOW IF YOUR BOOKKEEPER CARED ENOUGH TO CREATE OPERATIONAL SYSTEMS FOR YOU

 

We love this stuff & we're nerds for it.

Schedule Your OPS Assessment