TrendWorks gives home service contractors the financial guidance and decision support they couldn't afford — given in plain language, by a real partner who knows your numbers and what to do with them
Tax prep is backward-looking by design. Your CPA is doing their job — but that job isn't helping you decide whether to hire, expand, or adjust pricing. Most contractors have an accountant or bookkeeper to know their total revenue, but usually are making major decisions without the crucial financial metrics to support them.
Can I hire another tech? Add a truck? Take on a large commercial contract? These are high-stakes calls that deserve real financial analysis — not a bank balance check and a gut feeling. Most contractors make them without the right information simply because they have no one to call.
Your accounting software has the data. Your field software has more. AI can give you generic insights. But making sense of it — by job type, by location, by customer type — takes time and expertise most operators don't have and shouldn't need to develop themselves.
You're managing crews, winning jobs, keeping customers happy, and planning for growth. Deep financial analysis was never supposed to be your job — and until now, an affordable way to get it done simply didn't exist.
TrendWorks was built specifically for this gap — for contractors who are serious about growth, who know the financial side matters, and who have never had access to the right kind of help at the right price.
Most contractors are running a better business than their finances reflect. These are the patterns that consistently emerge when someone finally has the time and tools to look at the numbers clearly — and what becomes possible when they do.
Home service businesses sell at 4–7× EBITDA. A contractor improving net margin from 8% to 15% on $3M revenue doesn't just earn $210K more per year — they add $1M–$1.5M to their eventual sale price. Most never realize this until they're at the table.
Strong revenue doesn't prevent failure — poor cash timing does. In home services, seasonal dips, slow collections, and payroll cycles make cash flow problems predictable weeks in advance. Without a forward-looking view, you're always reacting too late.
Top performinghome service companies consistently hit 18–22% net margins. The average sits at 8–12%. That gap is due to visibility. Top performers make pricing and hiring decisions using financial data. Most don't.
This can be very common for contractors — and it's not a sign something is broken. It's a sign the business has grown faster than the financial visibility around it. Every new truck, technician, and location adds complexity that's hard to track without the right systems. That's not a personal failure — it's just what growth looks like without a financial layer keeping pace.
TrendWorks gives you clear financial guidance every week — a real advisor who knows your numbers, tells you what they mean, and tells you what to do — at a fraction of what it would cost to hire a fractional CFO or full-time employee.
Your weekly guidance, delivered. One page, every week — written by a real advisor who reviewed your numbers and identified what matters most right now.
A monthly strategy session with your numbers already reviewed and your biggest opportunities identified — so the conversation is about decisions, not data.
A deep look at where the business is headed — with clear guidance on what to prioritize, what to fix, and what your numbers say about where you stand long-term.
Big decisions don't wait for the monthly call. When something comes up — a hire, a truck, a contract, a pricing question — reach out and get a real answer within one business day.
Your numbers, always current. A live view into the metrics that matter — updated weekly so you always know where the business stands between briefings.
Built into your client dashboard. Enter a job and instantly see whether you can afford to take it — and what it does to your margin, cash, and labor — before you ever sign.
If you want to grow — or eventually sell — financial clarity isn't optional. Buyers and lenders want clean books, clear margin history, and a business that understands its own numbers. TrendWorks builds that foundation now, so that when the time comes, you're in the strongest possible position.
Home service contractor looking for real financial clarity, not more software
You have a bookkeeper and a CPA but no one helping you act on the numbers
Running multiple locations or job types and need to know which ones actually perform
Making hiring, pricing, and expansion decisions without a financial advisor in your corner
You use accounting and field service software, but nobody is turning that data into guidance
You want answers and a clear direction — not more data to figure out yourself
TrendWorks was built to deliver financial clarity and guidance for your business, every week — handling the analysis, what it means, and what to do — without the cost of a full-time hire.
Traditional fractional CFOs are priced for companies that already have their finances under control. Accounting software gives you data — but no one to interpret it or act on it with you.
TrendWorks is the layer in between: a real advisor who knows your numbers every week, tells you what they mean, and is available when decisions need to get made — delivered in plain language, not accounting jargon.
No long onboarding. No tech headaches. We handle the setup — you focus on the business.
A no-obligation 30-minute session where we discuss your business - then show what's possible with TrendWorks by delivering the free inital assessment - at no cost.
We conduct a full review of your books — reviewing your true costs, identifying your top profit opportunities, and benchmarking against industry standards.
We connect to your financial software, build your reporting infrastructure, and get everything live — typically within 7–10 days of kickoff with no heavy lifting on your end.
Every week, your report delivered. Every month, we talk strategy. Every quarter, you see growth. If you aren't happy with your results, cancel at any time.
Your revenue, your margins, your payroll — this is private. Here's exactly how we protect it.
Our service agreement spells out exactly what we access, what we do with it, and our obligations to you — before we ever touch your numbers. No ambiguity, no assumptions.
Not comfortable with direct account access? We work from exported reports, bank statements, or spreadsheets you share directly — whatever you're comfortable with.
Two options. Flat monthly rate. Everything included — no add-ons, no hourly charges, no surprises. Start with the free assessment and we'll talk through which is the right fit.
This introductory rate is available for a limited time as TrendWorks launches. Spots are limited.
Every contractor deserves to run their business with the financial guidance that larger companies take for granted. We're making that possible — affordably and consistently.
We don't send you reports and leave you to figure out what they mean. We review your numbers, identify what matters, and tell you exactly what to do — the weekly briefing is how that guidance reaches you, not the product itself.
The best financial guidance shows up before a decision is urgent. We stay current on your numbers so that when a call needs to be made, you already have the answer.
We serve home service contractors exclusively. That means every framework, benchmark, and recommendation is built around how your business actually works.
You built your company by being exceptional at your trade — not by studying accounting. Managing crews, winning jobs, keeping customers happy, and planning for growth is already a full-time job. The financial side matters deeply, but it was never supposed to fall entirely on you.
Until recently, the options were limited: a full-time controller or CFO at $100K–$250K a year, or a traditional fractional CFO at $4,000–$8,000 a month. Neither was built for a growing contractor. For a long time, an affordable middle ground simply didn't exist.
TrendWorks is that bridge. Whether your goal is to grow confidently, improve your margins, or build toward a future sale — the financial foundation has to come first. We help you build it, starting now, at a price that makes sense for where you are today.
"The tools exist to give every growing contractor the financial guidance a Fortune 500 company has. Most just don't know it yet. That's what we're here to change."
In a free 30-minute session, we'll review your financials, identify your top margin opportunities, and show you what a more profitable version of your business looks like — with no obligation to move forward.
Your bookkeeper keeps your records accurate. Your CPA handles compliance and taxes. Neither is positioned to tell you whether you can afford to hire, which job types are dragging your margins, or what a specific decision will do to your cash flow next quarter. TrendWorks fills that middle layer — the ongoing strategic analysis and guidance that helps you actually run the business better. We work alongside your existing team, not instead of them.
Those tools are useful for owners who want to run their own financial workflows. TrendWorks is for owners who want it handled — a real person reviewing your numbers every week, telling you what to do, and available when a real decision needs to get made. Different use cases entirely.
Every week you receive a concise written briefing — not just your numbers, but what they mean and exactly what to do about them. A real advisor reviewed your books, identified what matters most, and wrote it in plain language. You also get access to a live dashboard so you can check in on key metrics between briefings. The two work together: the dashboard gives you the ongoing picture, the weekly briefing gives you the guidance and next steps. Most clients read it in under five minutes and come away knowing exactly where they stand and what to focus on.
During setup, we work with you to pull your financial data from whatever you use — QuickBooks and other common accounting platforms. We handle the data collection and organization on our end. Most clients share access or export files once during onboarding, and we take it from there. The goal is that your ongoing time commitment stays minimal — we'll always tell you exactly what we need and when.
Very little. The initial setup takes one working session on your end — typically 60–90 minutes — to walk through your business, connect accounts, and align on priorities. After that, your ongoing time commitment is reading the weekly briefing (5 minutes), joining the monthly strategy call (30–45 minutes), and reaching out when you have a decision to work through. Everything else, we handle.
Then financial clarity isn't optional — it's the foundation. Buyers and lenders want to see clean books, clear margin history, and a business that understands its own numbers. The contractors who get the best outcomes at sale are the ones who have been tracking and improving their financials for years beforehand, not months. TrendWorks helps you build that foundation now, so that when the time comes — whether that's in 2 years or 10 — you're in the strongest possible position.
No. The Starter plan requires a 2-month minimum so there's enough time to set up and deliver real value. The full service plan has a 3-month minimum, then goes month-to-month. There are no annual contracts, no cancellation fees, and no surprise charges. The flat monthly rate covers everything.
No forms, no sales funnel. Reach out directly and hear back promptly.