1
Assessment
$9,500 fixed · 3 weeks
Systems and data inventory across your entities. Data-quality findings. Your owner's-questions list. A fixed-price build roadmap. The deliverable is yours to keep and act on, with us or with anyone else.
Old For(rest) ConsultingBook a fit callFor owners of multi-entity construction and field-services groups
You run several companies.
You can see one at a time.
One consolidated picture across every entity you own, with a plain-English digest every Tuesday morning. Fixed prices. Your systems stay.
Today
Tuesday
Cash, all entities$2.41M
WIP exposure$1.92M
Jobs on margin11 of 14
Idle cost, wk$9.3K
§1
Five questions you should be able to answer on any Tuesday.
- 01
What is our real cash position, across every entity, after intercompany?
Not the sum of five bank feeds. The consolidated number.
- 02
Which jobs are actually making money, and which only look like it?
Billed percent against true percent complete, by job.
- 03
What is our WIP exposure right now?
Underbillings, overbillings, and retainage in one view.
- 04
Where are intercompany flows hiding profit or risk?
Equipment rents, shared labor, management fees. Traced, not guessed.
- 05
Who is utilized, who is idle, and what is that costing?
Crews and equipment, priced by the day.
If each answer takes a controller three days and a spreadsheet, keep reading.
§2
The Tuesday digest.
Week 24: WIP exposure up $340K, two jobs driving it
Cash, all entities
$2,410,000
Up $180K on last week, after intercompany. Entity 3 (Equipment) is holding $610K it does not need this month.
WIP exposure
$1,920,000
Up $340K. Hartwell Rd and the Lakeview retainage are the drivers. Hartwell is billed 41% on 58% complete.
Job margin watch
6.2% vs 11% bid
Fuller St. It is labor burn, not materials. Worth a conversation with the PM this week.
Utilization
2 idle crews
Tuesday through Thursday. Cost of idle: about $9,300.
Reply to this email and we will look into anything that reads wrong.
Every week, a short note written from your live data. What changed, why, and what deserves your attention. It reads like a sharp analyst wrote it, because the alternative is a dashboard nobody opens.
Sample shown with representative numbers. Yours is built around your entities, your jobs, and your questions.
Get a sample for your group§3
How it works. Fixed prices, your systems stay.
2
The build
$45,000 to $95,000 fixed · 8 to 12 weeks
We connect what you already run: QuickBooks or Sage, Procore, ServiceTitan, payroll, the spreadsheets that matter. One consolidated model with intercompany handled correctly. Role-based dashboards for the owner, the controller, PMs, and the field. Objective acceptance milestones. You sign off on working software, not promises.
3
Managed intelligence
from $2,500 / month · ongoing
We keep the pipelines healthy and the dashboards current. Every Tuesday you get a short, plain-English digest written from your live data: what changed, why, and what deserves your attention. Monthly readout with the owner. Cancel on 30 days' notice.
You own your data, your dashboards, and your reports. The framework underneath is ours and licensed to you. That is what makes the fixed price and the speed possible.
§4
Why the BI tool you tried didn't stick.
Built for multi-entity reality
Intercompany eliminations, job costing, WIP. Modeled correctly, not skinned over by a generic dashboard product.
Connectors, not migrations
Keep QuickBooks. Keep Procore. Keep the spreadsheets your PMs love. We connect them, we don't replace them.
AI where it earns its keep
The digest and anomaly notes are written, in plain English, from your live numbers. No chat box. No prompt engineering homework.
The framework underneath was built inside a real multi-entity construction and operations group. It runs in production today.
If the assessment roadmap doesn't pay for itself, stop there and keep it.
The deliverable is yours. Act on it with us or with anyone else.
§5
Fair questions.
Do we have to replace our software?
No. Connectors, not migrations. Your teams keep QuickBooks, Sage, Procore, ServiceTitan, payroll, and the spreadsheets they trust. We connect them into one model.
Where does our data live?
In a warehouse you own, under accounts you control. You own your data, your dashboards, and your reports completely. The framework underneath is ours and licensed to you. That is what makes the fixed price possible.
Who does the work?
Old Forrest, directly. The person who scopes your assessment is the person who builds your model and writes your digest.
How fast do we see something?
The assessment takes three weeks and ends with a roadmap you can act on. Inside the build, the consolidated cash view is an early milestone, not the finale.
What does it cost after the build?
Managed intelligence starts at $2,500 a month and you can cancel on 30 days' notice. No long contract. The work has to earn its keep every month.
Start with the assessment.
$9,500 fixed, three weeks, and a roadmap you keep either way. Tell us a little about the group and we'll set up a 20-minute fit call. No deck, no pressure.
Prefer email? chris@oldforrest.net