You're In. 🎉
Your Free Financial X-Ray Call is Booked.
Check your email for your calendar confirmation.
We'll see you on the call — and we can't wait to show you
exactly where your money is going.
What happens next: You'll receive a calendar invite with the call link.
The call is 15 minutes. We'll look at your numbers together.
No prep needed on your end — just show up.
What to Expect
Here's Exactly What
Happens on the Call
01
We Listen First
We'll ask about your business — your trade, your revenue, how many employees you have, and what's keeping you up at night. No judgment. No sales script.
02
We Look at Your Numbers
If you can give us a quick look at your current books or bank feed, we'll tell you immediately what we see. Most owners hear something in this step they've never known before.
03
We Give You a Clear Path
We'll tell you exactly what your books need and what working together would look like — including a flat monthly price. You decide what makes sense. Zero pressure.
Optional — Takes 2 Minutes
Want to Get Even
More From the Call?
Before we talk, jot down answers to these three questions. You don't have to — but owners who come prepared always walk away with more clarity:
- What did your business gross last year? (Rough number is fine)
- Do you currently do job costing — do you know profit per job?
- What's the #1 financial thing that stresses you out most right now?
That's it. No spreadsheets. No reports. Just those three things — and we'll take it from there.
A Gift — On Us
While You Wait,
Read This.
We put together a free guide specifically for trades business owners.
It covers the 5 financial mistakes that quietly kill contractor profits —
and exactly what to do about each one.
Free Guide
"The Contractor's Cash Flow Clarity Guide"
5 reasons trades businesses feel broke even when they're busy — and the exact fixes that work.
- Why job costing changes everything (and how to start today)
- The #1 billing mistake that costs contractors $30K+ per year
- How to stop the cash flow rollercoaster for good
- What your CPA actually needs — and when to give it to them
- The 3 numbers every owner needs to check every single Friday
Bonus Resource
"The Friday 3-Number Check"
A one-page cheat sheet. Three numbers. Five minutes. Every Friday. Know exactly where your business stands without opening a single spreadsheet.
- Number 1: Available cash vs. upcoming payroll
- Number 2: Outstanding invoices (what you're owed)
- Number 3: Job margin on your most recent completed job
You're In Good Company
Other Contractors
Said the Same Thing After Their Call.
"Honestly I almost didn't book the call because I thought it would just be a sales pitch. It wasn't. They actually looked at my books and found a problem I'd had for two years without knowing it. Booked as a client on the spot."
Marcus T. — Plumbing Owner, North Carolina
"I was the one who made us book the call, not my husband. Best decision I made for our business in years. We finally feel like we're running a real company — not just winging it every month."
Sandra K. — HVAC Co-Owner, Tennessee
Know Another Contractor
Who Needs to Hear This?
If you have a buddy in the trades who's always complaining about cash flow or dreading tax season —
send them this link. It costs them nothing and it might be the best thing you do for them this year.
(Just copy and paste the landing page link in a text to them)
Peak Profit
Bookkeeping for Trades Businesses
Serving HVAC · Plumbing · Electrical
contractors nationwide
Questions? Email us:
jeff@peakprofitaccounting.com