We connect read-only to your accounting system and your field-service software, rebuild margin by job type from the tickets, installs and job costs, and tie your receivables in the field software to QBO every month. Then we measure the membership base the way a buyer will (signups, renewals, revenue per member) and refresh it all after every month-end close. That is CFOptimize – accelerate your growth, built for service owners who want the recurring revenue they have already earned to show up in the numbers.
Talk to Mark about CFOptimize – accelerate your growth sprchrgr.com/mwald