Financial clarity for CPA firms, financial advisors, and business brokers
Your trades clients are working hard and wondering where the money went. We can help them find it, without stepping on your toes. Trades Alignment works alongside CPA firms, financial advisors, and business brokers. To give self-performing trade contractors something to quickly build value: financial clarity at the job level.
What your client's P&L isn't telling them
Most CPA relationships are built around tax strategy, compliance, and year-end reporting. That work is essential and it's also not what we do. What we do is different: we get inside how a trades business actually operates and show ownership where profit is being created and where it's being lost at the job level.
The contractors you work with are often running on incomplete job costing, misallocated overhead, and a gross margin number that looks healthier than the business actually is. They may be profitable on paper but cash-constrained in practice. The gap between what the P&L says and what the bank account shows is almost always an operational visibility problem, not an accounting problem.
That's the gap Trades Alignment fills. And filling it makes your client a better client: more financially literate, more organized, and better positioned to act on the guidance you're already giving them.
Where we work. Where we don't.
There's no overlap between what Trades Alignment does and what a CPA firm or financial advisor provides. The relationship is designed to be additive from day one.
Trades Alignment
✓ Job costing visibility and analysis
✓ Overhead allocation methodology
✓ Net profit by job, customer, service line
✓ Pricing visibility and the Three Pricing Questions
✓ Finance, sales, and service delivery alignment
✓ Shared financial language across the leadership team
✓ Strategic roadmap and improvement sequencing
Your Firm
✓ Tax strategy and planning
✓ Bookkeeping and accounting services
✓ Compliance and audit functions
✓ Financial statement preparation
✓ Payroll and entity structure
✓ Year-end reporting and filing
The clients most likely to benefit.
Not every trades contractor is the right fit for this work. The businesses that get the most from a Trades Alignment engagement tend to share a few characteristics and you probably recognize which clients fit the description.
Revenue is growing but profit isn't following
The business is taking on more work, adding headcount, and still struggling to show net profit growth. A classic sign that overhead isn't being allocated correctly and estimate/actual job-level visibility is missing.
1
Self-performing, $2M–$10M in annual revenue
Electricians, plumbers, HVAC contractors, landscapers, and specialty trades in the growth stage, typically 10 to 50 employees, under ten years in business, and starting to feel the complexity that comes with scale.
2
The owner is the financial bottleneck
All financial understanding lives with the owner. The rest of the leadership team, sales team, project managers, and field supervisors don't share a common financial language, which means the owner can't delegate the decisions that matter most.
3
Preparing for a sale or succession
A business heading toward an exit needs clean, credible job costing and a clear picture of where profit actually comes from. Trades Alignment builds the financial clarity that supports a stronger valuation and a cleaner transaction.
4
Simple, professional, no surprises
When you refer a client to Trades Alignment, we treat that relationship with the same care you would. We don't overstep our scope, and we don't position ourselves as a replacement for your firm. We stay in our lane and make your client a better client in the process.
Have a client in mind? Let's talk.
Reach out through the Contact page and let us know a little about the situation. We'll follow up directly and keep the conversation straightforward.