For trades & field services

You find out whether a job made money when it's far too late to matter.

Specialist accounting and fractional CFO support for Australian trades, construction and field service businesses. We show you margin job by job, while you can still do something about it.

  • Job-level margin, not a whole-of-business average
  • Cash flow visibility across quoting, progress claims and retentions
  • One fixed monthly fee, with no surprise bills
Book your free strategy session
30 minutes, no jargon, no obligation. Walk away with a clearer view of your business either way.
Your details stay private. We never share them.

Got it — thank you.

We'll be in touch within one business day to lock in a time. Talk soon.

Chartered Accountants Australia and New Zealand · Tax Practitioners Board Registered Tax Agent 26291615 · Xero Silver Partner
Sound familiar?

Busy doesn't mean profitable, and the P&L won't tell you which jobs were which.

Profit decided at quoting

Most of a job's margin is locked in before anyone picks up a tool. If the quote was wrong, no amount of good work on site recovers it — and you usually find out months later.

The cash gap

You pay wages weekly and materials on 30 days. You get paid when a progress claim is approved, and retentions sit unrecovered long after the job is finished.

Averages that hide everything

Your overall margin looks fine. Inside it, one job in five is losing money and being carried by the rest. Without job-level costing you can't tell which — so you keep quoting the same way.

What makes us different

Most accountants tell you what the year looked like. We tell you what the job looked like.

We connect to the job management system you already run and pull costs, hours and progress straight through — so margin is measured per job, per crew and per client, not estimated at year end.

Then we translate it into the decisions that actually run a trade business: what to quote, which work to chase, which clients are worth keeping, and when you can afford the next vehicle.

One bad job in five can wipe out the profit from the other four. The problem isn't that it happened — it's that most businesses never find out which one it was.

How we think about trade businesses
What we do

One fixed monthly fee. No surprises.

We package the right mix for your business and bill it as a flat, predictable monthly fee.

Daily Bookkeeping

Reconciled every day with payroll handled, so your books are never stale.

Forecasting & Modelling

Budgets and three-way forecasts that give your business a real road map.

Compliance, Ahead of Time

BAS, tax, super and ATO obligations lodged early, so it's one less thing on your plate.

Custom Reporting

Reports built around job-level margin, labour recovery and crew profitability — the metrics that actually drive a trade business.

Management Accounting

Monthly insight into your business as it happens, rather than a quarter behind.

Fractional CFO

High-level advice on call for the big, stressful decisions, without the cost of a full-time hire.

What happens next

A free 30-minute strategy session. No jargon, no pressure.

1

We listen

What does your business do, and what's giving you a headache right now?

2

We diagnose

Where your current setup is, and isn't, telling you what you need.

3

We map solutions

The specific improvements that connect your numbers to revenue.

4

How we work

How we'd take the books off your plate, and exactly what it costs.

5

Next steps

If it's a fit, we make it formal. If not, you leave with a clearer picture.

Why trade businesses work with us

Built for trade businesses.

Most accountants treat a trade business like any other. We don't, because trades and field services is where we specialise.

Sector-specific reporting

Reporting built around job-level margin, labour recovery and crew profitability — not a generic P&L.

Job costing fluent

Progress claims, retentions, labour recovery and contractor compliance are day-to-day reality for us.

Chartered & registered

Chartered Accountants and a Registered Tax Agent, so your compliance is in qualified, accountable hands.

Chartered Accountants Australia and New Zealand · Tax Practitioners Board Registered Tax Agent 26291615 · Xero Silver Partner
Before you book

The questions trade-business owners always ask.

Two options. Essentials covers your compliance from $550 a month. Advisory adds monthly reporting and advisory from $2,400. We'll give you an exact number once we understand your setup.

Yes. Field services share the same financial shape as construction trades: labour recovery, vehicles and plant, job costing and quoting accuracy. The work is different; the numbers behave the same way.

Usually not. We work with what you already run. If your job costing lives in a spreadsheet we'll talk about whether that's holding you back, but the decision is yours.

It changes where the cost sits and it changes your compliance position — contractor classification, payroll tax and workers compensation all follow from how you engage people. Worth getting reviewed if it hasn't been.

Yes. Both are where trade businesses lose cash and neither is handled well by standard accounting. Retentions in particular tend to sit unrecovered until someone goes looking for them.

Labour recovery

The number nobody calculates.

Every hour you pay for is either recovered on a job or absorbed as overhead. Travel, rework, quoting, waiting on materials, tidying up — none of it gets billed, and most of it never gets measured.

A crew paid for 38 hours that recovers 26 is running at 68%. That gap is not inefficiency in any moral sense; it's the reality of field work. But if you're quoting as though it's 100%, every job is underpriced by a third and you will never find it in your accounts.

Measuring recovery rate takes a month of honest timesheets. It changes how you quote permanently.

Reporting that's current, not quarterly

Your numbers, current — not last quarter's.

Our reporting connects directly to the job management system you already run and pulls costs, hours and progress straight through — so your numbers are current, not last quarter's, and margin per job is measured, not estimated.

See it on your numbers →

Part of a franchise group? We handle royalties, levies and Franchising Code obligations too. More →

Stop running your business on last month's numbers.

Book a free 30-minute strategy session. Worst case, you walk away knowing which jobs actually make money. Best case, you never think about the books again.

Book your free session
Free & no obligation 30 minutes No switching pressure

Or call us on (07) 3303 0298

Book a free strategy session