Operations & Accounting Coaching

Connect the field to the financials.

ServiceTitan holds the data your accounting team needs — if the processes upstream are right. We coach office and finance teams on job costing, AR, inventory accounting, and the KPIs that explain your P&L: billable efficiency, average ticket, conversion, membership retention.

Sounds familiar?

• Revenue is up, but you’re not sure where the profit went.
• Month-end close takes weeks, and the numbers still get adjusted later.
• You can’t tell which trade, branch, or tech is actually profitable.
• AR keeps creeping up.
• Every manager defines “efficiency” or “conversion” differently.

What we coach

• Financial structure: a chart of accounts and departments that matches how you run the business.
• Job costing: labor, materials, and overhead assigned so gross margin by job is real.
• Close process: a calendar and checklist with clear responsibilities for getting the numbers ready for review.
• Cash: AR and collections workflows, deposits, and financing reconciliation.
• KPIs: one definition each for billable efficiency, average ticket, close rate, membership retention, and revenue per tech — and a weekly scorecard that uses them.
• Leadership rhythm: weekly and monthly meetings built around those numbers.

Two levels of coaching

• Owner and GM: direction, financials, and the decisions that shape the year.
• Department managers: service, install, sales, and office leads coached to run their departments by the numbers — their KPIs, their meetings, their people.

The same Tradeworks team coaches both levels, so what the owner decides is what the managers carry out.

What you get

• KPI dictionary
• Weekly scorecard
• Monthly financial and KPI review with your coach
• Close calendar and checklist
• Job-costing rules
• Coaching for owner, GM, department managers, and office/accounting leads

FAQ

Do you replace our accountant or bookkeeper?

No. We coach the processes that feed them clean data, and work alongside your CPA.

Is this one-time or ongoing?

Either. We can scope a defined project or ongoing coaching around your team’s needs.