A West Coast fire- and life-safety contractor has worked with BModelr as fractional CFO for over six years. No crisis, no drama — just an operating cadence that never stopped, and a business that outgrew each layer of the work and asked for the next one.
From the engagement mailbox, July 2023 – July 2026. The owner, the dispatcher, and the ops lead all work directly in the cadence.
Monthly close and P&L review, a weekly work-in-progress report that has run without interruption for three years, rolling “come-ups” revenue forecasts, annual budgets, and monthly target reviews — with a team bonus plan tied to those targets now in the works.
The same numbers started answering different questions: labor-versus-parts unit economics by month, customer segmentation, an estimate follow-up workflow, and a strategy that splits the business into its real segments — inspections, service, and installation — each with its own targets.
A rebuilt chart of accounts, a new CRM going in with an implementation partner, and a cloud accounting migration this fall. None of it is busywork: it’s the rails. When FP&A+ arrives, the live interactive view steps onto rails that already know the business.
This is what the ladder looks like when nothing forces it. FP&A discipline earned the trust. The causal questions built the driver view. And FP&A+ arrives next — not as a leap of faith, but as the obvious rung.
The Performance Loop — flat monthly fee, from $2,500. Every engagement starts by mapping how the money is really made.
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