Financial Clarity for trades businesses
Work with us
Book your 15-min call
Let's have a quick check-in to see if we are the right team for you
Work with us
Book your 15-min call
Let's have a quick check-in to see if we are the right team for you
What happens on this call?
We call it the Financial Blueprint Call, a free 15-minute conversation. You walk Kathy through what you're using today and where it's not connecting. She tells you straight whether it's worth moving forward, or if it's to soon.
What happens on this call?
We call it the Financial Blueprint Call, a free 15-minute conversation. You walk Kathy through what you're using today and where it's not connecting. She tells you straight whether it's worth moving forward, or if it's to soon.
Choose date and time
During your 15-minute Financial Blueprint Call we'll review:
The systems behind your finances
How the systems behind your finances are working together
Where information is getting stuck or disconnected
Opportunities to bring greater clarity to your financial picture
If it's not a fit, we'll tell you and point you in the right direction.
"After 30 years in accounting and finance,
I've learned that when the numbers don't make sense, the answer isn't the report. You have to dig underneath it."
Kathy Laney
Founder of Data Hounds Finance
Two ways in which we can help you
Every growing business reaches this point. The question is whether you need clarity first, or you're ready to build.
The Blueprint
UNDERSTAND YOUR BUSINESS.
Understand where your revenue is going, what's driving profit, and what needs your attention first.
You'll receive:
Financial Ecosystem Map
Highest-Impact Priorities
Action Plan
90' DEEP DIVE SESSION│ONE-TIME PAYMENT
The Build
RUN YOUR BUSINESS WITH CONFIDENCE.
We'll build on your Blueprint by connecting your systems into one reliable financial picture.
Together we'll:
Connect your systems
Build your reporting
Optimize over time
6-MONTH PARTNERSHIP
Most businesses start with The Blueprint. Once you know where your business stands, we'll help you build from there.
Data Hounds is for you if
You're using QBO (or something similar) but still can't tell if you're profitable job by job.
Closing the month takes too long, or you don't fully trust the numbers when it's done.
You're not sure you'd make payroll if a slow month hit.
You don't want another system to learn.
How we helped Charile?
Jeff was typing 50 invoices a day, by hand. We built a system that did that work for him - and saved him from having to hire someone just for that. A year later, we're still working together: now we're consolidating his books across two systems into one.
Charlie • General Contractor • $8M
✓ Saved 12 hrs/week on reporting
✓ AP invoices automated, 1 FTE saved
✓ First clear P&L by job in 3 years
Not ready to book a call yet?
Leave your details and we'll reach out.
