01
The transition I made
A practice of one had to close its own books before it could close anyone else’s. Same trades. Same Texas. That is the specialist claim — not a mill, not a course.
Texas contractors and trades — job-cost bookkeeping
Documents for them. Coach the Friday. Ten seats at $1,000.
Tax-season scramble. QBO dark. Job cost that is a Friday argument. A one-page snapshot the owner can read. Cutoff in writing. The close is theirs. We do the documents. They perform the close. One hour a week, four weeks. The Friday Close is the upsell when the file still needs a human on the books.
10 of 10 transition seats open · 5 of 5 Friday Close founding seats · $1,000 start
02
Do the documents
Chart of accounts, field cutoff, Friday snapshot, catch-up sequence, engagement. Produced for their file. They do not start from a blank page.
03
Coach the performance
One hour a week. They read the snapshot. They name the cutoff owner. They walk one job’s margin. We do not do the QBO for them in this bundle.
04
Bundle — $1,000
Four weeks. Documents plus four sessions. Ten seats. Then the Friday Close if the file needs a human on the books.
The Transition
$1,000
Start. Documents + four weekly hours. Ten seats. They keep the books.
Founding Five — Friday Close
$6,500
We take the books. Catch-up to 8 months. Ninety-day close.
Full Friday Close
$9,500
After five founding seats. Same scope.
Ongoing close
$1,500
Per month after day 90. Cancel with 30 days.
Kitchen Start
$1,000
Restaurants. Documents + four hours. Then $1,200 / week-month.
Extension File
$850
1040 on extension. Drop-dead 29 Sep. Wall 15 Oct 2026.
Estate File
$1,500
Inventory, basis, attorney packet. Not a will. Not law.
Course roadmap
Document production plus coaching is the consulting. The close is what they keep paying for.
- Week 1ArchitectureJobs vs classes. Who owns QBO. Last clean month. They leave with a job list started. Produce: Chart of accounts + field cutoff SOP. (1 hour coaching)
- Week 2The documents landThey walk the catch-up sequence. What they will not migrate. Feeds connected as homework. Produce: Catch-up workplan. Unknowns flagged. (1 hour coaching)
- Week 3First Friday — they read itPerformance: owner reads the snapshot aloud. We fix labels. One job’s margin. Produce: First snapshot with sample figures replaced. (1 hour coaching)
- Week 4Lock, or upsellCutoff honored once. If the file still needs a human on the books, that is the Friday Close — $6,500 founding. Produce: Period lock note — or the Founding Five engagement. (1 hour coaching)
Start · $1,000
Ten seats. Documents this week. One hour a week for four weeks. Cash today.
Install · Weeks 1–4
They perform. We coach. QBO stays theirs. Upsell only if the file needs catch-up done-for-you.
Friday Close · $6,500
Five founding seats. We take the books for ninety days. Then $1,500 / month.
Annuity · Day 90+
The close is the product. The $1,000 was the wrap.
Produce the pack
Eight deliverables. Pick a founding prospect. Fill or generate. Human review before anything leaves.
source-contractor · Hale Builders LLC
Transition one-pager
The $1,000 start. Documents we do. Performance they coach through.
THE TRANSITION — $1,000 Fieldstone Advisory · Montgomery County, Texas For: Hale Builders LLC (General contractor, Conroe) Owner: Jordan Hale The transition I made A practice of one had to close its own books before it could close anyone else’s. Same trades. Same Texas. That is the specialist claim. What you get for $1,000 • The documents, produced for your file this week: chart of accounts, field cutoff, Friday snapshot, catch-up sequence, engagement outline. • Four weekly hours. You perform. We coach. You read the snapshot. You name the cutoff owner. You walk one job’s margin. • QBO stays yours. We are not on the books in this bundle. What you do not get Catch-up done-for-you. Ninety days of close. That is The Friday Close at $6,500, five founding seats. Situation we heard Crew of twelve. Progress billing and retainage. QBO eight months behind. 2025 extension still open. Cadence One hour a week, four weeks, Central Time. Ten seats. After week four, you run Friday without us — or you buy the close. We do not Law. Wills. Investments. Filing from an unreviewed AI draft. We are not a CPA firm.
Ten seats. One hour a week.
$1,000 is the start: we write, they perform, we coach. $6,500 is the Friday Close if they still need us on the books. Prospects are seats to fill, not testimonials. No card on this desk.
General contractor · Conroe
Hale Builders LLC
Jordan Hale
Crew of twelve. Progress billing and retainage. QBO eight months behind. 2025 extension still open.
School-adjacent remodel bid in January needs a close, not a guess.
HVAC · Conroe
Ridge HVAC
Marcus Ridge
Install vs service never tagged. Summer is in the bank. ServiceTitan dumps into QBO without jobs.
One-job margin snapshot is the free wrap. Friday Close is the paid yes.
Plumbing · The Woodlands
Whitaker Plumbing
Elena Whitaker
Four trucks. Draws mixed with service calls. Owner still prices from last year’s gut.
Job cost is the argument on Friday. Books that name the job end it.
Electrical · Magnolia
East Fork Electric
Devon Cole
Change orders living in texts. Retainage on two commercial jobs. No cutoff date.
Field cutoff SOP is the first coaching hour. Then the snapshot.
Landscape · Spring
Pinecrest Landscape
Alicia Nguyen
Seasonal crew, materials on a personal card, no job list. Wants to bid HOA work in Q1.
Catch-up is a project. The close comes after. Founding price is a date.
Roofing · Willis
Red Oak Roofing
Chris Pena
Storm work dumped into one income account. Insurance jobs mixed with retail reroofs.
The $1,000 transition names jobs. Friday Close is if they cannot finish the recode.
Remodel · Spring
Mill Creek Remodel
Sofia Hart
Selections and change orders in texts. Two jobs bleeding. Owner still estimates from a legal pad.
Performance hour three is walking one job’s margin out loud.
Painting · The Woodlands
Harbor Painting
Nate Bloom
Crew of six. Materials on a personal card. No cutoff. Wants interior commercial in Q1.
Documents first. They run the Friday. We do not become their AP clerk for $1,000.
Concrete · Conroe
Saltcedar Concrete
Luis Ortega
Pour vs finish never tagged. Retainage on a city sidewalk job. QBO three months behind.
Short file. Transition may be enough. Close only if they ask us onto the books.
Fence · Magnolia
Cypress Fence Co
Hannah Briggs
Residential installs, no job list, pickup-truck receipts in a cupholder.
Field cutoff SOP is the first hour. Ten-seat roster, one hour a week.
Restaurant · The Woodlands
Mesa Kitchen
Priya Shah
Square POS, pooled tips, Texas mixed sales. Month-end is a Sunday night dump.
Kitchen Start this week. Kitchen Week if the close still needs a human.
1040 on extension · Montgomery
Lang Household
Sam Lang
2025 still on extension. W-2 plus a small Schedule C. Documents in a box.
Drop-dead 29 Sep. Wall 15 Oct. Extension File, then stop.
Estate file · Conroe
West Fork Estate
Riley Chen
Personal property and a house. Attorney not yet named. Family wants a list, not a fight.
Inventory and basis. If they want a will, that is not us.