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.
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 assessment; we do not force a rip-and-replace as a precondition for a call.
Not a single miscellaneous pile. Transactions categorized, accounts reconciled, month closed on a calendar.
W-9s collected, 1099s filed. Certified payroll and prevailing-wage work quoted separately.
Where it applies, and BPP renditions on tools and equipment. Compliance hub + TX–NM depth.
Entity, vehicles, and timing — returns prepared and signed by an Enrolled Agent.
30/60/90 cash including payroll, materials, and tax estimates; margin by job; KPI review.
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.
CFO work is scoped after an assessment call, as described 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.
Assessment 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.
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.
Yes. Margin and pricing analysis by job, product, or service is part of the fractional CFO engagement.
It's the use case. NM GRT, Texas franchise tax, and sales/use are on the compliance calendar — TX–NM compliance.
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 assessment.
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.
Flat monthly retainers in three tiers (Essentials, Advisory, CFO); fractional CFO is scoped separately. The fee is confirmed after an assessment call.