Services

Financial clarity built for contractors.

Practical financial tools, done-for-you financial operations, and QuickBooks training for contractors who need cleaner numbers, stronger systems, better job-cost visibility, and more confidence in their financial decisions.

Service 01 | Membership

EdgeStrat App

A contractor-focused membership for business owners who want practical tools, guided resources, and financial clarity while staying hands-on with their numbers.

Service 02

Financial Operations

Bookkeeping, reporting, job costing, forecasting, and financial guidance delivered through three levels of support: Foundations, Growth Operations, and Executive Operations.

Service 03

QuickBooks Training

Contractor-focused QuickBooks Online training, job costing setup, workflow guidance, implementation support, and practical financial training.

Built for contractors

Choose the financial support that fits your business.

EdgeStrat Finance helps contractors organize their numbers, understand job profitability, strengthen financial systems, and make better business decisions with support built around how their company actually operates.

Stay hands-on with financial tools, hand off ongoing financial operations, or get practical QuickBooks training for yourself or your team.

Service 01 | Membership

EdgeStrat App

Practical contractor-focused tools, templates, and guided resources for owners who want better financial visibility while staying hands-on with their numbers.

Learn More
Service 03

QuickBooks Training

Contractor-focused QuickBooks Online training for owners and teams, including job costing setup, workflows, reporting, and practical implementation guidance.

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Service 02

Financial Operations

Ongoing financial support that scales with your contracting business. Start with dependable bookkeeping and reporting, then add deeper job-cost visibility, forecasting, performance analysis, and executive-level financial guidance as your needs grow.

Level 01 Foundations
Level 02 Growth Operations
Level 03 Executive Operations
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Service 01 | EdgeStrat App

Financial clarity in a simple monthly rhythm.

The EdgeStrat App is a contractor-focused membership that helps owners know where they are making money, identify what needs attention, and understand what to do next. It is built for contractors who want better financial clarity without adding more reports, dashboards, or complexity.

  • Weekly financial focus check-ins
  • Guided monthly business reviews
  • Job health tracking and job snapshots
  • Financial investigations and recommendations
  • Commitments and progress tracking
Founder Plan

Contractor financial operating platform.

$49/month

Includes a 30-day free trial. Founder pricing remains active while your subscription stays active.

  • Built specifically for contractors
  • Designed for owners who already have accounting software
  • Helps turn financial information into practical action
  • Supports consistent monthly review habits
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Service 02 | Financial Operations

Choose the right level of financial support.

Financial Operations is built for contractors who need organized books, clearer job costing, reliable reporting, and financial support that grows with the complexity of the business.

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Level 01 | Foundations

Clean books and reliable monthly reporting.

For contractors who need dependable day-to-day financial organization, accurate bookkeeping, and basic job costing visibility.

Starting at
$650/month
What’s Included

Bookkeeping

  • Monthly transaction categorization
  • Bank and credit card reconciliation
  • Clean monthly bookkeeping workflow
  • Basic financial organization
  • Payroll support

Reporting

  • Monthly financial reporting
  • Profit and loss visibility
  • Basic job costing review
  • Clearer understanding of business numbers

Support

  • Consistent monthly process
  • Financial organization support
  • Support for bookkeeping questions
Level 03 | Executive Operations

Executive-level financial insight for more complex businesses.

For established and growing contractors who need deeper forecasting, performance analysis, strategic financial guidance, and ongoing decision support.

Starting at
$3,200/month
Everything in Growth Operations, plus

Executive Finance

  • Financial forecasting and planning
  • Cash flow forecasting
  • Budget and performance analysis
  • Higher-level profitability review

Business Performance

  • Executive KPI visibility
  • Trend and variance analysis
  • Job and company performance insights
  • Financial support for growth decisions

Strategic Support

  • Ongoing financial decision support
  • Strategic review and guidance
  • Support evaluating financial risks and opportunities
  • More proactive financial oversight
Service 03 | QuickBooks Training

Contractor-focused QuickBooks training.

QuickBooks Training is built for contractors and teams who want practical education, clearer workflows, and more confidence using QuickBooks Online for job costing, reporting, transactions, and day-to-day financial operations.

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QuickBooks Training

Practical training for contractor workflows.

$100/person

A focused training session designed to help contractors understand QuickBooks workflows, job costing setup, reporting basics, and practical financial processes.

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Includes
  • QuickBooks Online navigation
  • Contractor workflow basics
  • Banking and transactions
  • Project setup
  • Cost codes
  • Labor tracking
  • Retainage setup
  • Reporting basics
  • Contractor reporting workflows
  • Live Q&A
How it works

A clear path from scattered numbers to stronger financial decisions.

EdgeStrat helps contractors identify what is missing, choose the right level of support, and build financial systems that create better visibility month after month.

01
Assess

Understand your current financial setup.

We look at your bookkeeping, reporting, job costing, QuickBooks setup, and financial workflows to identify what is unclear, inconsistent, or holding the business back.

02
Align

Match your business to the right service.

Some contractors need financial tools and resources. Others need done-for-you financial operations, advisory support, or QuickBooks training for their team.

03
Build

Create cleaner systems and better visibility.

We help organize your numbers, improve reporting, strengthen job-cost tracking, clean up financial workflows, and create a structure that supports better decisions.

04
Support

Keep improving as the business grows.

Through Financial Tools and Resources, Financial Operations, Financial Advisory, or QuickBooks Training, the goal is steady clarity and stronger financial control.

Next step

Let’s choose the right financial support for your business.

Whether you need financial tools and resources, done-for-you financial operations, advisory support, or QuickBooks training, EdgeStrat Finance can help you build clearer systems and stronger financial confidence.

Contact EdgeStrat Finance

Contractor-focused financial support for clearer books, stronger systems, and better business decisions.