Foundation™
Build the Structure
Clean books, dialed-in job costing, and the financial guardrails that prevent chaos.
View the Foundation™ package Operations Partner · Bookkeeping Built-In
The Back Office your Business Deserves.
We install structure, systems, and accountability through the Business Reconstruction System™ — so you stop firefighting and start running the business like a CEO.
Profit-first bookkeeping Job costing & cash flow Operations that scale
Snapshot
Your business, in focus
- Monthly closeReliable books by the 10th
- Job costingPer-project profitability
- Cash flow13-week rolling forecast
- KPIsOwner dashboard updated weekly
The System
The Business Reconstruction System™
A three-stage operating system that rebuilds your business from the foundation up — so revenue turns into real profit, and growth doesn't break the company.
Momentum™
Gain Control & Consistency
Operating rhythms, KPIs, and cash flow forecasting that make the next quarter predictable.
View the Momentum™ packageBoardroom™
Executive-Level Support
Fractional executive support — strategy, growth planning, and accountability at the top.
View the Boardroom™ packageThe Platform
Meet Vortex CRM
Powered by Vortex OS · Built for contractors
The all-in-one operating platform for business owners and contractors — pipeline, jobs, financials, and AI assistance in one place. Say hello to Vorty, your built-in AI co-pilot that handles the busywork so you can run the business.
Hi, I'm Vorty
Hi, I'm Vorty
What's inside
NewVorty AI Assistant
Drafts proposals, follow-ups, and summarizes job activity in seconds.
Job & Project Hub
Track every job from lead to invoice with stage automation.
Live Financials
Real-time job costing, margins, and cash flow at a glance.
Client Pipeline
Visual CRM pipeline tuned for contractor sales cycles.
Document Vault
Contracts, COIs, and permits stored against every job.
Owner Dashboard
Weekly KPI scorecard so you always know your numbers.
What we run
Operations & financial support, in one team.
We're not a bookkeeper bolted onto your business. We're the operating layer that connects the field, the office, and the financials — so nothing slips.
Operations Support
- CRM management
- Scheduling & dispatch
- Document workflows
Financial Support
- Bookkeeping & close
- Job costing
- Cash flow monitoring
Growth & Strategy
- KPI tracking
- SOP development
- Business planning
Accountability
- Weekly check-ins
- Owner dashboard
- Quarterly reviews
Why contractors choose us
Built by people who've run the field.
We've sat in the truck and at the closing table. We know what breaks when a contracting business grows — and we install the systems that keep it intact.
Contractor-specific
Built for the realities of trades — not generic small-business templates.
Operator mindset
We solve operations problems first; the books follow naturally.
Real accountability
Weekly rhythms and dashboards keep the work moving.
Success stories
Testimonials shown are placeholders until client approvals are in.Results from real contractors
"[Placeholder testimonial — a contractor describing the transformation Back Office Solutions delivered through the BRS.]"
[Client Name]
[Company · Trade]
"[Placeholder testimonial — a contractor describing the transformation Back Office Solutions delivered through the BRS.]"
[Client Name]
[Company · Trade]
"[Placeholder testimonial — a contractor describing the transformation Back Office Solutions delivered through the BRS.]"
[Client Name]
[Company · Trade]
Free resources
Tools to tighten your business this week.
The same worksheets and scorecards we use with our clients — yours to download. Includes the Contractor Business Health Scorecard, Job Costing Worksheet, and KPI Tracker.
Browse resources- Contractor Business Health ScorecardFree
- Job Costing WorksheetFree
- KPI TrackerFree
- CRM Setup GuideFree
- Profitability CalculatorFree
Ready to rebuild the back office?
Book a no-pressure discovery call. We'll diagnose where the business is leaking time and money, and show you exactly what the BRS would fix first.