Jobs make you busy. Uncosted jobs make you broke.
Revenue on a busy month is not profit. If labor, materials, subs, equipment, and retainage never land on the job, you find out at year-end — or when cash is gone and the next draw has not hit.
Job and product margin is already a core Elev8 CFO deliverable: profitability by job, crew, or service line, and the pricing moves that fix what is leaking. See margin & pricing analysis and fractional CFO.
Job-level numbers that survive into the return
Elev8 is a Knowify Certified Advisor. We can sit on the same job workflow contractors already use, then roll those numbers into monthly books, tax, and cash forecasts — not another login to ignore. Construction systems stay in the conversation during discovery; we do not force a rip-and-replace as a precondition for a call.
What we actually do for trades
Monthly bookkeeping mapped to jobs
Not a single miscellaneous pile. Transactions categorized, accounts reconciled, month closed on a calendar.
Payroll & 1099s for crews
W-9s collected, 1099s filed. Certified payroll and prevailing-wage work quoted separately.
Sales/use, NM GRT, TX franchise, BPP
Where it applies, and BPP renditions on tools and equipment. Compliance hub + TX–NM depth.
Tax planning
Entity, vehicles, and timing — returns prepared and signed by an Enrolled Agent.
Fractional CFO
30/60/90 cash including payroll, materials, and tax estimates; margin by job; KPI review.
Compliance and cash, the same problem
The prevailing local pattern: work in Texas, crew or jobs in New Mexico — or the reverse. GRT, franchise, and sales/use do not wait for the federal return. Draws, retainage, and estimated tax outflows have to show up in the forecast.
Firm home base: El Paso. Filing depth: Texas franchise tax & NM GRT. Colorado jobs sit on the same three-state calendar.
Essentials from $1,450 · Advisory from $2,750 · CFO from $4,500/mo
CFO work typically starts at $2,500/month as cited on the fractional CFO page. Positioning is owner-operated businesses; CFO work is aimed at roughly $500K–$10M. Trades that need a full controller team or a GAAP audit are out of scope.
Discovery call → confirmed monthly fee. You do not have to leave QuickBooks as a precondition for a conversation. Knowify (and other construction systems) stay in the discussion.
Questions, answered
Do you work in Knowify? +
Yes. Elev8 is a Knowify Certified Advisor. The point is job-level numbers that survive into tax and cash forecasts, not another login to ignore.
Can you cost by job or crew? +
Yes. Margin and pricing analysis by job, product, or service is part of the fractional CFO engagement.
We take jobs in New Mexico and live in El Paso. Is that a problem? +
It's the use case. NM GRT, Texas franchise tax, and sales/use are on the compliance calendar — TX–NM compliance.
Do we have to move off QuickBooks? +
Not as a precondition for a conversation. Accounting services include monthly books, cleanup, and optional QuickBooks → Digits migration. Construction systems, including Knowify, stay in the discussion during discovery.
Is this only for large GCs? +
No. Positioning is owner-operated businesses, with CFO work aimed at roughly $500K–$10M. Trades that need a full controller team or GAAP audit are out of scope.
What does it cost? +
Published monthly tiers start at $1,450 (Essentials). Fractional CFO typically starts at $2,500/month.