Financial Structure & KPI Audit for Trade & Service Businesses

A clear, outside-in review of your financial structure and KPIs so you can finally trust your numbers, understand true profitability, and make decisions with confidence.

Who This Financial Structure & KPI Audit Is For

Owners who don’t fully trust their financial reports
Businesses with job costing that feels inconsistent or unclear
Companies where revenue looks strong but cash flow is tight
Owners making decisions based on instinct instead of real data
Businesses preparing to scale, hire, or restructure financially

What We Review in a Financial Structure & KPI Audit

* Chart of Accounts structure and logic
* Job costing accuracy and labor allocation
* Gross margin by service line
* Overhead structure and burden
* Cash flow visibility and timing
* KPI relevance, accuracy, and consistency

Discovery & Data Review

We review financial statements, job costing data, and KPI reports to understand how numbers are currently being captured and interpreted.

Analysis & Diagnosis

We identify structural flaws, misleading metrics, and gaps between reported performance and operational reality.

Findings & Financial Roadmap

You receive a clear explanation of what the numbers are actually telling you — and what needs to change to improve clarity and control.

Overline

Why Financial Structure Matters More Than Revenue

Misleading Numbers

Poor financial structure creates reports that look correct but lead to bad decisions.

Margin Blind Spots

Without proper job costing and KPIs, profit leaks go unnoticed until cash becomes tight.

Decision Paralysis

When numbers can’t be trusted, owners hesitate — or react too late.

What Happens After the Audit

You receive a structured breakdown of financial and KPI issues ranked by impact. Findings focus on where reporting is misleading, where margins are being distorted, and which numbers are preventing clear decision-making.

You receive a step-by-step plan outlining how to correct financial structure issues in the proper sequence — from chart of accounts and job costing to KPI alignment — so improvements actually stick.

If desired, we can support implementation through advisory or fractional leadership to help align systems, processes, and team accountability. This support is optional and scoped separately.

The audit stands alone. There is no requirement to continue services beyond the findings. The purpose is clarity and direction — how you proceed is entirely your choice.

Get Clarity on Your Numbers Before Making Another Decision

Schedule a Financial Audit Fit Call