Services

Bring one question. Was the summer actually profitable, is the second truck paying off, which jobs are worth taking. You send the exports your software already produces: jobs, invoices, the monthly profit and loss, the bank balance.

$500

Numbers Consultation

Your one question, 90 minutes on your own numbers, and a one-page written summary. Credited toward the Twelve-Month Diagnostic when booked within 30 days.

What I need from you
Your profit and loss by month for the last twelve months, and the jobs or invoice export from your field software.
What comes back
A ninety-minute call working through dashboards of your numbers, then a one-page written summary.
Turnaround
Summary within three business days of the call.

Book a consultation

$1,500 one time

Twelve-Month Diagnostic

A year of your numbers as dashboards, findings and recommendations.

What I need from you
Twelve months of exports: jobs and leads from your field software (Housecall Pro, Jobber or similar), profit and loss by month from QuickBooks, and your bank balance on one date.
What comes back
Dashboards, a written set of findings with the number behind each one, recommendations with their expected effect, and one call to go through them.
Turnaround
Within two weeks of receiving the exports.

Book a consultation

$700 a month

Monthly Owner's Report

One page by the 15th business day and a 15-minute call. Month to month; 30 days' notice to stop.

What I need from you
The same exports, refreshed each month.
What comes back
The Monthly Owner's Report arrives by the 15th business day. One page: what happened last month, why, and what I would do next. We spend 15 minutes on it by phone, and you decide.
Turnaround
By the 15th business day of each month.

Book a consultation

Fixed prices. Books must be current; clean-up is not included.

Not audited or reviewed. No opinion or assurance is expressed on your financial statements. No bookkeeping, no tax work. I work alongside your accountant.

What it is not

No bookkeeping, no tax work, no clean-up of your books, and no opinion on your financial statements. No medical or dental clients.

See a sample Owner's Report

How to start

To book a consultation, email Abe at abe@abrahamdunn.com with your question in one sentence. I read and answer every message myself.

Replies within one business day.

Get in touch

To book a consultation, email Abe at abe@abrahamdunn.com with your question in one sentence. I read and answer every message myself.

Book a consultation

Replies within one business day.