You're on the list
The checklist is on its way — it usually lands within a minute. If it isn't there, look in promotions or spam, and mark it “not spam” so the next one reaches you.
While you're here
Fixes items 1, 2 and 6 on the checklist. Budget by job, log costs as you go, and see projected profit before the job closes — with overruns surfacing immediately instead of at the end.
Fixes items 8 and 9. W-9s, insurance certificates and payments tracked all year, so January is a five-minute job instead of a week of chasing paperwork.
Or hand it over
That's a reasonable reaction. Book a free 30-minute call and I'll tell you what your books actually need — whether or not you hire me.