Kalos™ Outsourced finance for owner-operators

Resources

Practical finance tools you can use this week.

Short, no-fluff resources for owners who want better numbers without hiring a finance team. Take what’s useful. If you want help putting it in place, I’m a call away.

Free PDF guide

Which jobs actually make you money?

Most owners know whether the company made money last month. Far fewer know which jobs, projects, or programs made money, and which ones quietly lost it. Job Costing for Small Businesses & Nonprofits shows you how to find out with the tools you already have.

  • The 5-step setup to track profit by job, project, or program
  • How to set it up in QuickBooks Online, and where Ramp fits in
  • How to handle overhead without overcomplicating it
  • A 20-minute monthly review to spot losing jobs early
  • Nonprofit notes: tracking by program and by grant

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Thirty minutes, and you’ll know whether this is worth a second conversation.

Bring your last month’s P&L if you have it handy. If you don’t, that’s useful to know too.

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