Services

Financial clarity built for contractors.

Practical bookkeeping, job-cost visibility, membership-based tools, QuickBooks training, and advisory guidance for contractors who need cleaner numbers, stronger systems, and better 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

Done-for-you bookkeeping, reporting, job costing, and operational finance support built around how contractors work.

Service 03

Financial Advisory

A hands-on partnership for structure, forecasting, financial systems, and operational performance.

Service 04

QuickBooks Training

Contractor-focused QuickBooks Online basics, job costing setup, implementation guidance, and financial training workshops.

Built for contractors

Choose the level of financial support your business actually needs.

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

Whether you want a membership for practical financial tools, outsourced operations, advisory support, or QuickBooks training for your team, each service is designed to create clearer financial visibility and stronger operational confidence.

Service 01 | Membership

Edgestrat App

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

Service 02

Financial Operations

Done-for-you bookkeeping, reporting, job costing, cash flow visibility, and operational finance support.

Service 03

Financial Advisory

A deeper partnership focused on financial structure, forecasting, system improvement, and operational performance.

Service 04

QuickBooks Training

Contractor-focused QuickBooks Online basics, job costing setup, implementation guidance, and financial training workshops.

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 support that grows with the complexity of the business.

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Foundations

Clean books and reliable monthly reporting.

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

$550/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
Service 03 | Financial Advisory

Strategic financial support for stronger decisions.

Financial Advisory is the highest level of support for contractors who need a more hands-on partnership inside their financial systems. This service is built to improve structure, clarity, forecasting, reporting, and operational performance.

  • Financial systems buildout
  • Cash flow planning
  • Workflow design and internal controls
  • Custom reporting structures
  • Forecasting and leadership financial meetings
Advisory Partnership

Custom pricing based on scope.

Starting at $2,500/month

Built for contractors who need deeper financial leadership, stronger systems, improved forecasting, and ongoing strategic guidance.

  • Hands-on support inside your financial systems
  • Process improvement guidance
  • Leadership-level financial review support
  • Forecasting, planning, and operational visibility
Service 04 | 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.

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.