Three Programs. One Goal: Clarity.
Start where you are. Every program is built for trades businesses specifically — not generic small business advice.
PROGRAM 01
Pricing Foundations
“Stop leaving $10–$30/hour on the table on every job you close.”
Most contractors undercharge because they’ve never done the full math. This program fixes that — permanently.
- True labor burden calculation — wages, payroll taxes, workers comp, vehicle costs, benefits. One clean number.
- Real overhead per billable hour — not a guess. Your actual number.
- Breakeven rate and profitable rate — side by side so you see exactly what to charge.
- Job type margin review — service calls vs. installs vs. flat rate. Most owners price everything the same.
- A pricing system you can update yourself — when costs change, you’ll know how to adjust.
Who this is for
- You’ve been pricing based on what competitors charge
- You’re not sure if you’re actually making money on jobs
- You haven’t raised your rates in over a year
- You close almost every quote but profit feels thin
Quick math: 1 tech × 1,200 hrs/year × $15 undercharge = $18,000/year left on the table.
PROGRAM 02
Most PopularFinancial Clarity Coaching
“Know what your money is doing every month. No anxiety. No guessing.”
Ongoing coaching so you always know what your numbers mean — and what to do next. This isn’t a done-for-you service. You’ll be held accountable. You’ll have to implement. That’s how results actually happen.
- 60–75 min Financial Clarity Session — profit, cash flow, and your top priorities
- Cash flow forecast — see 4–8 weeks ahead, no more surprises
- Owner pay and savings strategy — a real plan for paying yourself
- Debt paydown roadmap — fastest, safest path out
- Weekly money habit system — 15 min/week that changes how your business feels
- Decision support between sessions — pricing, hiring, cash flow questions
“Since working with Tracy, my cash flow has improved, my profit is getting better, and I was finally able to hire a new employee. I actually feel like I understand where my business is heading.”
Who this is for
- You’re ready to take control of your finances
- You want accountability, not just information
- You’re tired of flying blind every month
- You want to pay yourself consistently
PROGRAM 03
QuickBooks + HCP Cleanup
“Can’t coach from broken data. Get your books right — and your sync fixed — everything else follows.”
If your books are behind, wrong, or your HCP and QBO numbers don’t match — this is where we start. Good decisions require accurate data. Full stop.
HCP + QBO Integration
Your HCP and QBO numbers should always match. Most don’t.
The native sync moves transactions — but doesn’t guarantee they land correctly. We fix that as part of every cleanup.
- Fix sync settings so both platforms show the same revenue
- Clear duplicate transactions, undeposited funds, mismatched deposits
- Reconcile HCP payments and financing correctly inside QBO
- Full QBO audit — every transaction reviewed, every error fixed
- HCP + QBO integration reconciled properly — not just moved, but accurate
- Chart of accounts rebuilt for trades — not the generic QuickBooks default
- Reconciliations caught up — books and bank account actually match
- Handoff call — walkthrough of everything fixed and why it matters
Signs you need a cleanup first
- Your HCP and QBO revenue numbers are different
- Your profit doesn’t match your bank balance
- You haven’t reconciled in months
- Your accountant asked you to “fix the books”
- You don’t trust any of your QBO reports
“There’s no judgment here — just cleanup. We start fresh from solid ground.” — Tracy
Trades Clarity Monthly
Clean books, a working HCP + QBO sync, and the right level of support for where your business is right now.
Relaunch Offer — Past Clients Only
Founding Client Pricing
I’m offering first month at 50% off to a small number of past clients as I relaunch with these new services. 5 spots only. If you’ve worked with me before and you’re ready to restart — reach out before these are gone.
Not Sure Which Program Is Right?
Book a free clarity call. I’ll ask you a few questions about your business and tell you straight which option actually fits — no pressure, no pitch. If it’s not a good fit, I’ll tell you that too.
Book a Free Clarity Call →