How it works
How your books turn into take-home pay.
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The 3 steps
3 steps, and the first one's free.
Book a profit call
Tell us how the business runs and what you want to know. You'll leave knowing what your books need and what it costs.
We clean up and connect
We catch up your books and connect your bank, payroll, field software, CRM and marketing. The first lesson of your six-week course shows up in your inbox.
Get your coaching
Your specialist walks you through the numbers and hands you homework. Your first action plan lands inside 30 days.
Step 1 · Your profit call
Bring the questions you can't answer yet.
We'll ask a few of our own, then match you to a plan and give you the price. If the books are behind, say so. You won't be the first.
What we'll ask
- What did you pay yourself?
- What did April look like?
- What software runs the jobs?
- How far behind are the books?
Step 2 · About 2 weeks
We catch up the books, then connect the rest.
Bank and cards
Payroll
Field software and CRM
Marketing
Software we work in: QuickBooks Online, Gusto, ADP, Ramp, Dext, TSheets, Fathom, ServiceTitan, Jobber, Housecall Pro, ServiceM8, ServiceMonster, Vonigo, SendJim, ResponsiBid, Click Call Sell, Blue Power Network and SERA.
We teach you
Read your own P&L in 6 weeks.
Every new client gets the course by email, one short lesson a week. It covers what accountants assume you already know.
By week 4, you'll know why we ask whether a purchase is an asset or an expense, and our questions about your receipts start to make sense.
Your first six weeks
By email- Week 1Read your P&L, line by line
- Week 2Your P&L vs. your balance sheet
- Week 3Why profit isn't cash
- Week 4Asset or expense: why we ask
- Week 5What goes in cost of goods
- Week 6Gross margin for your trade
Between calls
Ask Yeti, even at 9 at night.
Yeti also texts within minutes when a charge comes through, to ask what it was for. You reply with a photo of the receipt, and a person checks what Yeti files. Texts are opt-in.
Step 3 · Ongoing
Your specialist goes line by line.
They walk you through your P&L in plain English and check each number against shops in your trade. You leave with a short list of what to change.
The homework is specific, like tracking where every lead comes from or raising your service rate $30.
September summary
Sample report- Revenue
- $184,3009% above August
- Gross margin
- 47%Up 3 points
- Cash on hand
- $96,400About 7 weeks of costs
Where each dollar went
Shops in your trade
This month's homework
- Track where every lead comes from
- Raise your service rate $30
Give it 30 days.
Book the call, then judge us on the first month.
Book a profit callIf the first 30 days don't change how you see your business, we refund the month.
Who does what
What you do, and what we do.
Your part
- Reply to Yeti with a receipt photo
- Show up when your specialist walks you through the numbers
- Do the homework
- Ask questions whenever they come up
Our part
- Categorize every transaction and reconcile every account
- Chase the receipts, so you don't have to
- Close the month and walk you through it
- Payroll, sales tax and tax prep, when you add them
The 100% promise
Your first action plan,
inside 30 days.
Tell us how the business runs on a free 30-minute call, and we'll take it from there.
100% money-back in your first 30 days.