Peak Profit

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Peak Profit You've outgrown your bookkeeper but you're not ready for a $200K+ CFO hire. That's what fractional CFO services are for. You built it. We'll watch the numbers.

Real financial leadership for businesses doing $1M+, in plain English. We do bookkeeping for one type of business: specialty contractors. HVAC. Plumbing. Electrical. Handymen. Guys running crews, managing job costs, and trying to figure out why busy doesn't always mean profitable. We set up your books the way a contractor's books should work — with job costing built in, overhead tracked correctly, and a monthly report in plain English. You stay on the job. We watch the numbers. No shoeboxes. No suit-speak. No tax-time ambushes.

Most of us set goals in January and forget about them by March. I've done it more times than I'd like to admit.So I'm tr...
10/21/2026

Most of us set goals in January and forget about them by March. I've done it more times than I'd like to admit.

So I'm trying something different.

I'm reading The 12 Week Year by Brian Moran and Michael Lennington, and I'm putting it into action starting this week.

The big idea is simple: stop planning in years and start planning in 12-week sprints. A year feels like plenty of time, so we put things off.

Twelve weeks is long enough to make real progress and short enough that there's no "I'll get to it later."

Before picking any goals, the book has you write out what you want your life to look like 10 years from now and 3 years from now.

Faith, family, health, business, all of it.

Then you work backward and ask, "What has to happen in the next 12 weeks to move me toward that?"

𝐇𝐞𝐫𝐞'𝐬 𝐰𝐡𝐚𝐭 𝐈 𝐥𝐚𝐧𝐝𝐞𝐝 𝐨𝐧:
1. Get from 235 lbs to 215 lbs. That means lifting 4 days a week, walking on my off days, and no alcohol.
2. Spend 30 minutes in the Bible and 30 minutes reading a personal development book every single day.
3. Grow my business with new clients, through daily outreach and real conversations with business owners.

The part that hit me hardest is how you measure it.

Every week, I score myself on whether I actually did what I said I'd do.

Not on results, on ex*****on.

If I do the work, the results follow. The target is 85% every week.

I spend my days helping trades contractors set goals, build plans and track the numbers that matter.

This is me holding myself to the same standard.

I know I'm a lot more likely to follow through when people are watching.

So every Monday for the next 12 weeks, I'll post my score from the week before and where I'm at.

Week 1 runs October 19 through October 25. The 12 weeks wrap up on January 10.

Hold me to it.

"Commit to the LORD whatever you do, and he will establish your plans." Proverbs 16:3

10/21/2026

Most business owners are scared to raise their prices.

The real danger is not knowing your margin.

When a job only keeps a few cents on every dollar, one bad week can wipe out everything you made.

Figure out what each job truly costs you first.

Then set a price that actually pays you.

Comment "PRICE" and I'll show you how.

"When will my books be done?"If you pay someone to keep your books, you've probably sent that text. Here's the honest an...
10/20/2026

"When will my books be done?"

If you pay someone to keep your books, you've probably sent that text. Here's the honest answer: it depends on you more than on them.

Every month a handful of transactions come through the bank feed that nobody can code without asking the owner. A $412 charge at Home Depot. A Zelle to a guy named Mike. An $1,800 deposit with no invoice behind it. Was that materials for the Johnson job, a sub, a customer paying cash, or your spouse's Costco run on the business card?

Those sit in Uncategorized until somebody answers. And until they're answered, the month isn't done. Your P and L isn't a little off. It's off in exactly the places you care about: job costs, materials, and what you actually took home.

Thirty open questions on the 25th means the month drags into the next one. Five open questions on the 3rd means it closes in days.

The fix takes 10 minutes a week.

Pick one day. Friday afternoon after the trucks are back works for most guys.

Open the list of questions your bookkeeper sent and answer every one, even if the answer is "personal."

Snap a photo of any receipt still riding around in your truck and send it the same day, with the job name on it.

Ten minutes on a Friday beats an hour on the 20th scrolling your phone, trying to remember what a charge from six weeks ago was.

Fast month-end isn't about a faster bookkeeper. It's about an owner who doesn't let the questions pile up.

What day of the week would you actually stick with?

10/14/2026

Rome lost water every day because nobody measured both ends. Your jobs are leaking money the same way.

Comment "LEAK" and I'll send you my free assessment.

10/11/2026

A trip like this used to feel out of reach, not because of money, but because the work stopped the minute I stepped away. What changed? I stopped running my business off my bank balance and started running it off my numbers.

Cohort 1 of Profit Command starts Tuesday, October 13th. Comment "CAPRI" and I'll send you the details.

10/07/2026
10/07/2026

Many contractors believe more jobs means more profit, but the busier you get, the wider the gap opens. I went from working in finance for a city to helping tradesmen read their numbers and reclaim their profits.

Follow for more.

10/07/2026

I’m looking for 2-3 business owners who want a custom Sales App…for FREE!

It texts you the SECOND a new lead comes in with a score & sales script based on their info, so you can call & close them before anyone else does.

FYI:
-78% of ppl buy from the first business to respond
-Responding within 1 min increases conversions by 391%
-You’re 100x more likely to reach a lead within 5 minutes than at 30

So, if you close clients via phone, Zoom or text, this is for you!! Let’s get you more money in the bank!

No catch. I just want the experience (and a testimonial if you love it).

Just drop a comment and we can start building!

Peak Profit is proud to sponsor RHS Cheer again this year   
09/29/2026

Peak Profit is proud to sponsor RHS Cheer again this year



A huge THANK YOU to Peak Profit for sponsoring Rockwall Cheer for the 2026-2027 season! 🧡
Your support helps our athletes reach new heights, chase big goals, and represent Rockwall with pride. We’re incredibly grateful for your partnership! 🧡
Peak Profit

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Carlsbad, CA
92008, 92009, 92010, 92011, 92018

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