Project Spotlight:
Scalable Systems for McDougal Builders & Roofing How a $2M Firm Cut Admin Time by 80% and Stopped Profit Leaks
When we first sat down with McDougal Builders & Roofing, their craftsmanship was top-tier, but their back-office was struggling to keep pace with $2M in annual revenue.
The Challenge:
The "Sunday Scramble" Before VeriFlow, the "office" was a clipboard and scrap paper. Change orders were verbal and often forgotten, while field crews turned in oily, crumpled receipts just once a month. This left the owner "guessing" at his bank balance and spending 6 hours every Sunday on manual data entry.
The VeriFlow Audit:
We traced every dollar from estimate to deposit, identifying four distinct "leaks" where manual re-keying led to errors. Our audit revealed McDougal was losing 4% of project revenue simply because their software wasn't "talking" to their accounting core. The Transformation: Our Digital Blueprint Leveraging 20 years of digital transformation experience, we re-engineered the workflow:
Automated Data Plumbing: We integrated their field tools with QuickBooks Online. Now, a field-approved estimate automatically generates a draft invoice in the office.
Zero-Entry Expense Tracking:
We launched a mobile workflow where crews photo receipts on-site. The system instantly reads, codes, and "staples" the digital record to the specific job file.
Project Spotlight:
Financial Recovery for Elite Air & Plumbing How a High-Volume Service Firm Cleared 2 Years of Backlog in 30 Days
When Elite Air & Plumbing reached out, they were thriving in the field but drowning in the office. With two years of un-reconciled data, they couldn't produce an accurate P&L, making it impossible to secure a needed equipment loan.
The Challenge: The "Shoebox" Legacy The "books" were essentially a digital graveyard of 2,400+ uncategorized transactions. Because field techs were using a separate app that didn't sync with their accounting, the owner had no idea which service calls were actually profitable. Every material buy from the last 24 months was sitting in a "Suspense" account, hiding a massive tax liability.
The VeriFlow Cleanup We deployed our deep-cleanup protocol to reconstruct two years of history. Our team didn't just "match" transactions; we audited every vendor bill and bank statement to categorize expenses by trade line. We identified $45,000 in duplicate payments and unrecorded credits that had been sitting untouched on vendor accounts.
The Transformation: A Clean Slate Leveraging 20 years of process expertise, we transformed their mess into a modern engine: Categorization Engine: We trained a smart-coding workflow to instantly organize 80% of the backlog, allowing us to focus on the high-value details.
The "Clear View" Dashboard: We delivered a pristine, tax-ready set of books and a real-time dashboard. The owner secured his equipment loan within 72 hours of the cleanup completion.