See where your money goes, and keep more of it
The Financial Evolution builds financial and operational systems for the businesses that keep our town running.
Free. No pressure either way.
Built for owner-led home service businesses
You run the trucks, the crew and the customers. We build the money and operations side, so the business runs on systems instead of on you.
Most shops your size aren’t losing money on bad work.
They lose it in the gaps between the trucks, the crew and the books. The places nobody has time to look.
Late, or not quite right
The month closes weeks late, if it closes at all. Every decision gets made on old numbers.
Surprises you didn’t see coming
A good month on paper and nothing in the bank. Payroll week turns into a scramble.
Every question lands on you
Pricing, scheduling, “can we afford it.” It all comes back to you, so you can’t step away.
Three suites, built in the right order
Money first, then processes, then people, then automation. Each step supports the next, and every recommendation comes with the numbers behind it.
Financial Controller Suite
A finance team behind you every month, without hiring a full-time staff: monthly bookkeeping, a CFO you can call, and a year-end that’s done before your CPA asks.
See the Suite → PROCESS + PEOPLEOperations Suite
Your business, run the same way every time. It starts with the Operations Playbook: your operating rhythm mapped, the bottlenecks that send work back to your desk cleared, and your processes in writing. Then your crew gets clear roles, training and support.
See the Suite → MARKETINGMarketing Suite
System design plus asset design. We map how customers find you, book and come back, then build the website, brand and follow-up that run that system.
See Marketing Systems →Not sure which suite fits? We’ll decide it with you on the call.
What it looks like when the systems are running
- Books closed and reconciled every month, on a date you can count on
- Profit by job, so you know which work to chase and which to price up
- Cash you can see coming, instead of cash surprises
- One plain-English report a month, and a meeting to go over it
- Questions answered by your team and your systems, not just you
- Decisions made on this month's numbers, not last season's
- More of every dollar you earn kept in the business, and in your pocket
Real numbers, not reviews
We know what it’s like to carry a business on your own nights and weekends, because we’ve done it too.
in finance: retail, manufacturing cost accounting, non-profit and municipal accounting.
invested in training from some of the top business leaders.
of that training, so our clients don’t have to.
Training from Alex and Leila Hormozi (Acquisition.com), Donald Miller (Business Made Simple, Business Flight School, and StoryBrand Guide training), Dave Ramsey (Financial Peace University and Financial Coach Training), Matt Gray (Founder OS), Bambi McCullough (Being A Leader), and more.
3 steps to get started
01Book a Clarity Call.
Tell us about your business and pick a time with Bridgette. In 30 minutes, we look at your numbers together and find what’s costing you the most.
02Pick your suite.
We recommend the suite that fits where your business is today: financial, operations or marketing. You decide.
03We get to work.
We’ll work your numbers and learn how your business runs, checking in with you at each stage, and keep things moving.
Real people, right here in Central Texas
Bridgette ObrFounder & Owner
25+ years in finance and operations, dialing in metrics and playbooks built to scale.
Brittany JonesGeneral Manager
Operations experience making sure our clients are taken care of from the first call to the finished job.
Enjoy your day, and be home for dinner.
Book a free 30-minute Clarity Call with Bridgette. We look at your numbers together and decide what you need first.
Free. No pressure either way.
Find your money leaks in about 2 minutes
The free Money Leaks Snapshot gives you a score and the top places your shop is losing money. No call required.
The Money Leaks Snapshot
A few quick questions about your business. Your score and results open right away.
Free · about 2 minutes