The TradeShield™System

THE FOUNDATION

Detect. Protect. Strengthen.

TradeShield™ starts with the financial side of your business—because before you can improve what comes next, you need to know what the numbers are actually telling you.

HOW WE DETECT

ASSESS → CLEAN UP

We start by finding out what your numbers are actually telling us, and can we trust what's there.

This starts with a TradeShield™ Assessment, which gives us the first look at your business. We review your books and business to identify Trade Traps™, weak spots, and areas that deserve a closer look. You will receive a report of what we have detected, recommendations, and a road map of the next steps to protect your business.

The goal: Get the books to a place we can trust—and uncover what the numbers may have been hiding.Your numbers become something you can actually run the business with.

HOW WE PROTECT

IMPLEMENT → TRACK

Finding the problem is only useful if you do something about it.

Once we know where the weak spots are, we tighten up the bookkeeping systems and tracking around them—so you have a better handle on what's happening with your jobs, costs, cash, money owed and real growth of your business.

The goal: Put better financial controls around the business so you're not finding out about problems after the money is already gone.

HOW WE STRENGTHEN

REVIEW → DECIDE

Once the right financial systems are in place, your numbers become more than something you review at the end of the month. They start showing you what's actually happening inside the business.

We use what we're tracking to help you understand how jobs are performing, where costs are changing, what's happening with cash, and where profitability may be getting stronger—or weaker.

This helps you see what deserves attention and gives you the confidence to make better decisions for your company.

The goal: Turn your bookkeeping into information you can actually use to make better decisions about your business.

[ LEARN ABOUT OUR TRADESHIELD™ ASSESSMENT → ]

BEYOND BOOKKEEPING

What Does Your Business Need Next?

Once a strong financial foundation has been built.

What does your business need next?

That's where our focus turns. Everything in your business can not be solved by bookkeeping.

Maybe the office can't keep up. Leads aren't getting followed up. Finding and onboarding good people has become a problem. Marketing isn't producing enough opportunities. Or the different parts of the business simply aren't working together the way they should.

That's why we created the TradeShield™ Buildout.

The TradeShield™ Buildout gives us a way to help your business grow beyond bookkeeping and helps strengthen the areas that may be holding it back.

See What's Inside the TradeShield™ Buildout

[ EXPLORE THE TRADESHIELD™ BUILDOUT → ]

It Means You Know More. And Guess Less.

WHAT'S THIS ALL MEAN IN A NUTSHELL

By working with us you will have a better understanding of what's happening in your business, where your money is going, how your jobs are performing, and what you need to do to keep your business growing

So when it's time to make a decision, you're not relying on what you think is happening.

You have the numbers behind you.
Better Decisions.
A Stronger Business.

That's what the TradeShield™ System is built to help you do.

Get the bookkeeping your business needs. Not just reports, but a system built to help Detect, Protect and Strengthen what's behind the numbers.

Ready To Pick a Plan?

[ EXPLORE TRADESHIELD™ PLANS → ]

Choose the TradeShield™ bookkeeping plan that fits your business.

WHAT ARE MY CHOICES

Ready to Get Started?

Need More Information? Let's Talk.

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