/ Financial systems architecture

Clean books start upstream — in the software, not the spreadsheet.

The specialty behind the CFO work: I connect ServiceTitan, Procore, or Jobber to QuickBooks or Sage so the data feeding your financials is right at the source. Every engagement begins with a fixed-fee diagnostic; the build depends on the software you already run and what your accounting system still has to own.

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01  The Diagnostic Audit

Before fixing anything, find the exact breakpoints.

Built for owner-led companies that suspect their numbers are late or unreliable but don't know whether the cause is software setup, accounting mapping, operating discipline — or all three.

01

System map

Field software, accounting system, payment processor, bank flow, owner billing, and reporting cadence — drawn end to end.

02

Failure-mode review

Export rejects, duplicate records, item mapping, payment clearing, billing lag, WIP gaps, and job-cost blind spots.

03

Quantified findings

What's broken, why it matters, what it likely costs in time or margin, and which fixes should happen first.

04

Build recommendation

A scoped path if there's a real project. If the fix is bookkeeping discipline or a bad-fit system, the audit says so plainly.

02  Implementation tracks

The build depends on the software you already run.

ServiceTitan, Procore, and Jobber don't fail the same way. These are fixed-scope sprints — not an open retainer — designed around how each system actually breaks.

ServiceTitan

Trade / service
$5,000 – $8,000 + HST · ~20–30 hrs · fixed scope

Best for trade contractors with dispatch, service work, AR, pricebook complexity, and possible project work. ServiceTitan holds enormous detail — the problem is almost always that the detail never survives the trip to QuickBooks or Sage.

Common diagnosis
Batch exports look posted, but record-level exceptions, payment clearing, and GL mapping aren't controlled.
Build focus
Pricebook mapping, BU/Class structure, merchant clearing, export cadence, job-cost setup, WIP bridge where enabled.
Outcome
Current billing, clean record-level sync, and margin you can read by crew and business unit.
Retainer wedge
Make the books, bank, WIP schedule, and margin story all agree — monthly.

Procore

GC / civil
$4,000 – $6,000 + HST · ~15–20 hrs · fixed scope

Best for GCs, civil contractors, and project-heavy trades where WBS, commitments, change orders, owner billing, and WIP matter. Procore knows the job reality. The accounting system usually doesn't — and the connector alone won't fix that.

Common diagnosis
The connector exists, but WBS, cost codes, cost types, and accounting origin rules were never designed first.
Build focus
Cost-code crosswalk, accounting approver routine, owner billing, retainage treatment, monthly WIP bridge.
Outcome
Lender-grade WIP and owner billing that ties to the GL without a month-end spreadsheet scramble.
Retainer wedge
Turn project financial data into management and lender reporting that holds up.

Jobber

Home service
$2,500 – $3,000 + HST · ~10–15 hrs · fixed scope

Best for home-service contractors with higher transaction volume, QuickBooks Online, short jobs, and lists that have gone messy. The fast fix is usually upstream hygiene — done before Jobber and QBO get any deeper into each other.

Common diagnosis
Jobber and QBO were connected before customer, item, tax, and payment data were ever cleaned.
Build focus
Duplicate cleanup, products/services structure, Jobber Payments reconciliation, QBO Projects or Classes, crew profitability.
Outcome
Deposits that tie, clean items, and a monthly profitability view Jobber can't produce on its own.
Retainer wedge
A recurring job- and crew-level profit read, grounded in source data.
03  After the build

The point is an operating rhythm — not a one-time cleanup.

Once the system is configured, the work becomes disciplined and repeatable. A Fractional CFO retainer ($1,500–$4,000/mo + HST) is offered only after a clean build, when the data is automated enough that the CFO layer is genuinely light.

/ Where AI belongs

AI is the review layer. It is not the CFO.

AI-assisted workflows flag exceptions, compare exports, draft reconciliation narratives, and assemble repeatable workpapers. That creates leverage. It does not remove judgment — and there are hard lines.

  • No autonomous payments.
  • No unreviewed journal entries.
  • No tax or legal conclusions from a model.
  • No claim that software data is right until it ties to the books.

Human approval stays on coding, postings, client decisions, and financial interpretation. Always.

/ Next step

Not sure which track fits? Start with a call.

The $750 + HST diagnostic tells you exactly where the breakpoints are — and which build, if any, is worth your money.

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