The Apparatus Client Success Framework

Build a Foundation of Financial Clarity

Our proprietary Precision Bookkeeping Formula™ (PBF) is a 9-stage transformation process that cleans up and re-engineers your financial systems in just 90 days. We take you from uncertainty to clarity by:

• Taking over day to day bookkeeping immediately
• Migrating and organizing your books in QuickBooks® Online
• Implementing the NAHB-compliant Chart of Accounts
• Streamlining AP/AR workflows with Adaptive.Build®
• Applying the right revenue recognition model (POC, CCM, or APB WIPAA)
• Delivering accurate job-level reporting and entity structure
• Developing your PCA Playbook™—a custom guide to your financial operations

Every Apparatus client begins with this proven onboarding system, setting the stage for profitable growth.

The PBF is our signature transformation engine—and a powerful differentiator in the market. We take over your books immediately, and within approximately 90 days you’ll have construction-accurate books, meaningful job insights, and systems that support smart decision-making.

Operational Excellence That Scales with Your Business

The Construction Advantage Program™ (CAP) is our ongoing financial management service platform, offered at three performance tiers:

• Gold: For growing builders and remodelers ($2M–$10M)
• Platinum: For established teams ($5M–$15M) with more complexity
• Platinum X: For high-growth firms ($10M–$50M+) needing full executive support

Each level delivers a right-sized service model, including:

• Revenue and expense management
• CMS and payroll integrations
• Recurring bookkeeping and job cost tracking
• Cash planning and financial reporting
• Multi-entity support (Platinum+)

CAP is how Apparatus becomes your financial operating system, supporting your business month after month.

CAP allows us to deliver consistent, construction-specific financial excellence at scale. Our tiered model ensures every client gets the right support for their stage of business, while giving Apparatus a repeatable and profitable delivery structure.

CFO Advisory That Powers Profitable Growth

The Strategic Growth System™ (SGS) is our CFO advisory platform—designed to help construction companies scale strategically and profitably.

Through regular financial reviews and growth planning sessions, we provide:

• Executive dashboards and KPI tracking
• Margin and labor utilization analysis
• Cash flow forecasting and backlog modeling
• Strategic pricing and bid review
• Business planning for hiring, expansion, or investment

Available in Gold and expanded in Platinum and Platinum X, SGS™ turns your financials into a strategy for rapid profitable growth.

This is where Apparatus becomes more than your bookkeeper—we become your financial guide. The Strategic Growth System™ helps you make confident decisions about pricing, people, cash, and direction.