Restore Financial Clarity. Eliminate Chaos. Build a Foundation for Growth.
Program Overview
Who This Program Is For
Ideal clients include:
- Contractors
- HVAC Companies
- Electricians
- Plumbers
- Roofers
- Landscapers
- Remodelers
- Medical Practices
- Professional Service Firms
- E-Commerce Businesses
Annual Revenue:
$300,000–$20 Million
The Problem
Business owners often experience:
❌ Months—or years—of neglected bookkeeping
❌ Bank accounts that don't reconcile
❌ CPA frustration
❌ Incorrect financial reports
❌ No confidence in profitability
❌ Payroll mistakes
❌ Sales tax concerns
❌ Unknown cash flow
❌ No job costing
❌ Unable to obtain financing
Most owners know something is wrong.
They just don't know how bad.
The Capgro Financial Rescue Framework™
Phase 1
Financial Health Assessment
(Days 1–3)
We evaluate:
✔ Chart of Accounts
✔ Bank Reconciliations
✔ Credit Cards
✔ Loans
✔ Payroll
✔ Accounts Receivable
✔ Accounts Payable
✔ Inventory
✔ Sales Tax
✔ Fixed Assets
✔ Owner Draws
✔ Retained Earnings
Deliverable:
Financial Rescue Scorecard
Phase 2
Stop the Financial Bleeding
(Days 4–10)
We identify and correct:
Duplicate transactions
Missing deposits
Unrecorded expenses
Opening balance issues
Incorrect account mapping
Duplicate customers
Duplicate vendors
Bank feed errors
Payroll posting errors
Credit card reconciliation issues
Journal entry mistakes
Negative balances
Suspense accounts
Undeposited Funds issues
Phase 3
Clean & Rebuild
(Days 11–20)
Complete bookkeeping cleanup including:
Monthly reconciliations
Balance Sheet corrections
Profit & Loss review
General Ledger review
Payroll reconciliation
Loan reconciliation
Asset verification
Liability verification
Beginning balance corrections
Historical adjustments
Supporting journal entries
Phase 4
Financial Optimization
(Days 21–26)
Now we improve the business.
We redesign:
Chart of Accounts
Expense categories
Revenue tracking
Department tracking
Class tracking
Location tracking
Job costing (where applicable)
Management reporting
KPI reporting
Cash Flow Reporting
Budget tracking
Phase 5
Financial Clarity Session
(Days 27–30)
60–90 Minute Strategy Meeting
You'll receive:
Updated Financial Statements
Profit Analysis
Cash Flow Review
Tax Readiness Review
Recommendations
90-Day Action Plan
Priority Improvements
Technology Recommendations
Deliverables
Every client receives:
Financial Rescue Score™
A proprietary scoring report measuring:
Accuracy
Compliance
Organization
Reporting
Cash Flow Visibility
Payroll
Tax Readiness
Internal Controls
Bookkeeping Cleanup Report
Shows:
Before
After
Corrections Made
Accounts Repaired
Journal Entries
Recommendations
Executive Financial Dashboard
Including:
Revenue
Gross Profit
Net Profit
Cash Position
Operating Expenses
Profit Margin
Accounts Receivable
Accounts Payable
Debt
Working Capital
90-Day Financial Roadmap
Exactly what should happen next.
Bonuses
Included at no additional charge.
Bonus #1
Contractor KPI Dashboard
or
Industry-Specific KPI Dashboard
Bonus #2
QuickBooks Best Practices Guide
Bonus #3
Financial Document Checklist
Bonus #4
Tax Preparation Checklist
Bonus #5
Cash Flow Planning Template
Investment
Typical cleanup projects:
| Business Size | Investment |
|---|---|
| Under $500K Revenue | $2,500–$5,000 |
| $500K–$2M Revenue | $5,000–$10,000 |
| $2M–$5M Revenue | $10,000–$20,000 |
| $5M+ Revenue | Custom Proposal |
Then transition clients into:
Monthly Financial Management
Starting at
$750–$3,500/month
depending on complexity.
The Client Journey
Week One
Discovery
Assessment
Records Collection
Financial Health Score
Week Two
Cleanup Begins
Daily Progress
Issue Resolution
Reconciliations
Week Three
Optimization
Reporting
Financial Accuracy
Testing
Week Four
Review
Training
Financial Strategy Session
Monthly Service Recommendation
Guarantee
The Capgro Financial Confidence Guarantee
If we determine during your assessment that we cannot significantly improve the accuracy, organization, or usefulness of your QuickBooks records, we will explain why before beginning cleanup and recommend the best course of action. If we proceed with the engagement, we will complete the agreed scope and provide documented corrections and recommendations, so you have confidence in the value delivered.