Our Programs

Which Program Is Right For Your Business?

Learn More About Our
Programs

Executive Accounting

$ 2,000
/Month
If you’re tired of messy books, payroll headaches, and unclear job profitability, this program is for you. With Executive Accounting, you get a complete, turnkey financial back office — bookkeeping, payroll, AR/AP, job costing, categorization, reconciliations, and month-end reporting — all handled for you.

Clean and accurate numbers with a predictable system.

30-Day Money Back Guarantee
VIRTUAL MEETINGS &
REAL-TIME COMMUNICATION
Available for Weekly Calls
Direct Messaging Access
FINANCIAL SERVICES
Weekly Transaction Categorization
Monthly Reconciliations
Chart of Accounts Optimization
Invoices & Payments
(Accounts Receivable)
Bill Entry (Accounts Payable)
Job Costing / Job Profitability
Job Close Outs / Profitability Audits
CRM Admin Functions
CRM Sync Maintenance
Month-End Reports
Payroll Management (W2 & 1099)
$500 Add'l Per Mo
Extensive Bookkeeping Clean Up
$75 Per Hr (One Time)

Executive Financials

$ 4,000
/Month
If you are seeking a deeper financial acumen for business, this program is for you. Build confidence in your financial decision-making, accelerate your progress, and achieve the utmost financial clarity and efficiency for your business.

Our team offers the support, accuracy, and assurance that industry agnostic firms simply can't.

30-Day Money Back Guarantee
VIRTUAL MEETINGS &
REAL-TIME COMMUNICATION
2 Hours Of Monthly Call Allocation
Monthly 1-Hour Standing Call
Quarterly 1-Hour Standing Financial Review Call
Optional: Add'l 1-Hour Call Every Other Week
Direct Messaging Access
FINANCIAL SERVICES
Comprehensive Financial Evaluation
Weekly Transaction Categorization
Monthly Reconciliations
Chart of Accounts Setup / Revamp
Invoices & Payments
(Accounts Receivable)
Bill Entry (Accounts Payable)
Job Costing / Job Profitability
Job Close Outs / Profitability Audits
CRM Admin Functions
CRM Sync Maintenance
Month-End Reports
Payroll Management (W2 & 1099)
Extensive Bookkeeping Clean Up
Year-End Tax Preparation
Annual Budget
Financial Strategy & KPI Analysis
Cash Flow Management

Executive Systems Lvl 1

$ 6,000
/Month
Businesses conducting less than $10M in annual revenue and fewer than 2 locations.

For contractors aiming to streamline operations can revamp their JobNimbus CRM with our customized solutions. Our goal is to enhance efficiency with a CRM built for your business, comprehensive training, tailored SOPs, custom reports, and more.

30-Day Money Back Guarantee
VIRTUAL MEETINGS &
REAL-TIME COMMUNICATION
1.5 Hours Of Weekly Call Allocation
Weekly 1-Hour Standing Call
Add'l Calls Scheduled Via Calendly
Direct Messaging Access
IN-PERSON MEETINGS
One 2-Day On-Site Visit Every 12 Months
Add'l On-Site Session(s) - $4,000 / 2 Days
JOBNIMBUS COMPONENT BREAKDOWN
Customized and Built To Your Business
Contact, Job & Work Order Workflows
Job & Work Order Boards & Fields
Access Profiles & User Settings
Email, Text & Task Automations
Estimating & Invoicing Templates
Material & Work Order Templates
Document Templates & Forms Budgets & Job Costing
Merchant & Financing Services
Products & Services Setup and Mapping
Bookkeeping Sync
All Integrations & APIs
Custom Reports
FIRST 6-MONTHS
Discovery
Education
Custom Buildout
Training
Migration
Integration
SECOND 6-MONTHS
Continued Training
Financial Optimization
Operational Refinement
Standard Operating Procedures & Process Development
KPI Refinement & Custom Reports
Account Management & Support

Executive Systems Lvl 2

$ 8,000
/Month
Businesses conducting more than $10M in annual revenue and more than 2 locations.

Executive Systems Level 2 is everything Level 1 is but incorporates additional sophistication, support, and training to accommodate implementation with larger teams. The outcome of full integration and efficency are the same.

30-Day Money Back Guarantee
VIRTUAL MEETINGS &
REAL-TIME COMMUNICATION
2 Hours Of Weekly Call Allocation
Weekly 1-Hour Standing Call
Add'l Calls Scheduled Via Calendly
Direct Messaging Access
IN-PERSON MEETINGS
One 3-Day On-Site Visit Every 12 Months
Add'l On-Site Session(s) - $5,000 / 3 Days
JOBNIMBUS COMPONENT BREAKDOWN
Customized and Built To Your Business
Contact, Job & Work Order Workflows
Job & Work Order Boards & Fields
Access Profiles & User Settings
Email, Text & Task Automations
Estimating & Invoicing Templates
Material & Work Order Templates
Document Templates & Forms Budgets & Job Costing
Merchant & Financing Services
Products & Services Setup and Mapping
Bookkeeping Sync
All Integrations & APIs
Custom Reports
FIRST 6-MONTHS
Discovery
Education
Custom Buildout
Training
Migration
Integration
SECOND 6-MONTHS
Continued Training
Financial Optimization
Operational Refinement
Standard Operating Procedures & Process Development
KPI Refinement & Custom Reports
Account Management & Support

Executive Partnership

$ 10,000
/Month
Designed for entrepreneurs seeking executive-level expertise in any departmental discipline. We address pitfalls with permanent solutions for sales, marketing, ops, or financials while focusing on increasing your enterprise value.

Additionally, this program offers the direct path to a sale through our solid network of buyers if selling your business is the goal.

30-Day Money Back Guarantee
VIRTUAL MEETINGS &
REAL-TIME COMMUNICATION
3 Hours Of Weekly Call Allocation
Weekly 1 1/2-Hour Standing Call
Optional: Add'l 1 1/2-Hour Call Every Week
Add'l Calls Scheduled Via Calendly
Direct Messaging Access
IN-PERSON MEETINGS
One 3-Day On-Site Visit Every 6 Months
Add'l On-Site Session(s) - $5,000 / 3 Days
Optional "Come-To-Us" On-Site Session(s) - $3,000 / 2 Days
MERGERS & ACQUISITIONS
Increase Enterprise Value
Business Listing Preparation
Due Diligence Expert Education
Exclusive Buyer Network
PROPRIETARY SYSTEM
Core Components - Marketing, Sales, Production, Finance
Supporting Components - Operations, Technology, Personnel, Leadership
Consistently Generate 7 Figure Profits
OPERATIONAL EXPERTISE
Operational Refinement
Identify Operational Pitfalls
Strategize Clear Short-Term Targets
Define Roles & Personnel Details
Streamlining Company SOPs
Optimize Interdepartmental Processes
Increase Technology & CRM Efficiency
Establish Automations & Improve Workflows
Evaluate Marketing Strategy & Branding
Innovative Sales Processes
Systemize Production & Field Management
FINANCIAL OPTIMIZATION
Increase Profitability & Identify Revenue
Capturing Opportunities
Create a Key Performance Metrics List
Generate Meaningful Reports & Budgets
Execute Proprietary Financial Systems
Improve Collections & Billing Department
Learn Tax Strategies (w/ Accompanied CPA)
Adhere to Proven Bookkeeping Practices
LEADERSHIP STRATEGIES
Establish Clear Path for Vision
Build a Powerful Company Culture
Scale with Sustainability & Clarity
Countless Team Development Strategies
Sessions w/ Platform Company Leadership

Contact Us

Let’s Work Together

We bring industry expert leadership and execution to your business. Our team is comprised of proven, roofing and exterior trade-specific talent equipped to streamline all components of your business and to enable you to escape the daily grind, build better systems, and create more enterprise value.

Contact us today to see if we are a good fit for your business.

Have Any Questions?

864.395.0690

Send Us An Email

info@exec.partners

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