Running a trades business is hard enough without worrying about whether you’re charging the right prices, if cash is going to cover payroll, or whether tax season will bring surprises.
If your books feel messy, unclear, or behind — you’re not alone. Most plumbing, electrical, and construction business owners start with skill and hustle… not accounting systems.
That’s exactly why we created this free guide.
“8 Steps to Get Your Financial House in Order” gives you a clear, practical path to build strong financial systems even if accounting isn’t your thing.
This is your first step to:
Inside this free guide, you’ll discover how to:
✔ Separate personal & business finances
✔ Build clean, accurate books
✔ Use QuickBooks or similar tools the right way
✔ Forecast cash flow (instead of guessing)
✔ Set a realistic 12-month budget
✔ Know your break-even point
✔ Create SMART financial reports everyone understands
✔ Align your finances with future growth
These steps come directly from the SMART Management system we use to help contractors get control and scale with confidence.
This guide is designed specifically for:
If you want to grow without financial stress holding you back — this is for you.
No fluff. No spreadsheets to build. Just simple steps to put you in control.
