WHAT DOES SPM
ACTUALLY DO
FOR CLIENTS?
SPM installs the Construction Financial Operating System in 60 days — job costing, billing process, collections cadence, overhead calculation, and monthly reporting — then runs client finance on an ongoing basis through monthly cadence meetings, cost-to-complete reviews, and CFO advisory. No scope gaps between bookkeeping and CFO.
Most subcontractors have a bookkeeper who handles transactions and a CPA who handles taxes. Nobody is looking at job cost by phase, forecasting cash 13 weeks out, or connecting the estimate to the P&L. That's the gap SPM fills — not just the bookkeeping, not just the strategy, but the whole operating system running month to month.
THE FIRST 60 DAYS
ARE FIXING IT.
We don't wait for data. We know what's broken before we see your first number. The first 60 days are fixing it — billing structures, collections processes, job cost setup — while the migration runs. Day 60 is proof, not the start of trying.
Diagnostic and Setup
Full review of current bookkeeping, chart of accounts, job cost structure, and billing process. We identify the three to five biggest financial problems immediately — before the engagement is officially underway.
Migration and Installation
Books migrated back to the start of the last taxable year. Job cost codes built and aligned to estimate structure. Billing process rebuilt — schedule of values, pay application format, collections cadence. Overhead rate calculated from actual costs.
First Monthly Cadence Meeting
All six CFOS modules operating. Job costs current through prior month. CEO report out. Cash flow forecast built. Cost to complete run on every active project. The owner can answer the three financial control questions in five minutes.
AFTER DAY 60,
HERE'S THE CADENCE.
The standard: Five hours a month from the owner. Not five hours a week, not every day. Five hours a month — all in the monthly cadence meeting. Everything else is handled.
WHY 'JUST A BOOKKEEPER'
DOESN'T WORK.
A bookkeeper posts transactions. They don't analyze job margins, catch a billing that's 60 days past due, or flag that your overhead rate is 8 points higher than your estimate assumed. A traditional CPA prepares tax returns and year-end financials. They don't review your pay applications before submission or run a 13-week cash forecast.
The gap between bookkeeping and CFO advisory is where most subcontractors live. Transactions are recorded. Nobody is using them to make decisions. SPM has no scope gaps. Everything from data entry through CFO strategy is one engagement, one monthly fee, one team.
