J2 Profit & Process LLCSmarter Workflows, Better Margins
Outsourced Accounting · Fractional Controller · Construction Specialists

Smarter Workflows,
Better Margins.

Find the profit leaks your P&L isn't showing you. Revenue keeps climbing, but profit doesn't keep up. Jobs that looked good at bid lose money in the field. Change orders and extra work go unbilled. Pricing hasn't caught up with labor and material costs. And the books are too far behind to show you any of it until year-end. We find where your profit is leaking, put a dollar figure on it, and fix the numbers and workflows behind it so it stays fixed. Built for owners doing $2M to $25M who are done guessing.

Book a Free 30-Minute Call Get the Free Profit Leak Guide

Prefer to talk now? Call 210-538-4307. San Antonio based, serving clients nationwide.

  • 10+ YearsConstruction accounting, AP to Controller
  • 10+ YearsProcess improvement & business systems
  • Lean Six SigmaGreen Belt certified process work
  • BBA, AccountingTexas A&M University–San Antonio
Sound familiar?

Busy crews, steady revenue, and still not sure where the money went.

We've sat in the accounting seat at contractors, equipment rental and medical companies. Whatever the industry, these problems show up at nearly every business that's growing faster than its back office.

01

You find out a job lost money after it's over.Costs post late, change orders sit unbilled, and the job report comes too late to do anything about it.

02

"Profitable" on paper, short on cash.Retainage, slow pay apps and underbillings tie up your cash, and nobody sees the crunch coming 13 weeks out.

03

The bank or surety wants numbers you can't produce.WIP schedules, accrual-basis statements and clean balance sheets are holding up your line of credit or bonding capacity.

04

The books are months behind, or just wrong.Unreconciled accounts, mystery balances, and a CPA who has to clean things up every year before tax time.

05

The whole operation runs through you.Approvals, billing, payroll questions. Processes live in people's heads, and growth just means more chaos.

06

Spreadsheets everywhere, systems that don't talk.Double entry between field, PM and accounting tools, with no single version of the truth.

Why J²

Most firms fix the numbers or the process. We fix both.

Bad numbers usually come from broken workflows. A bookkeeper can tidy the ledger, but if billing, purchasing and time capture are still broken, it's a mess again in 90 days. J² pairs a construction controller with a process improvement specialist, so the fix actually holds.

Profit · Justin

Numbers you can run the business on

  • Monthly close and reconciliations done right
  • Job costing, WIP and over/under billings
  • Cash flow forecasts, budgets and KPIs
  • Lender- and surety-ready financial statements
Process · Meghan

Workflows that don't depend on heroics

  • Process mapping and Six Sigma waste removal
  • System setup, integrations and cleanup
  • Approval workflows and internal controls
  • SOPs so the work doesn't stop when someone's out
Profit × Process = J²

We don't just report the numbers. We tell you what they mean and what to do next.

Track record

We've done this from the inside.

Results from our controller and process improvement roles at equipment, construction and medical companies doing $30M–$55M.

75→50Days to collect (DSO) after an AR aging overhaul
+25%Net profit from capturing missed bulk-fluid billings
15-dayMonth-end close at a $55M contractor, with GAAP financials
−20%Project cost overruns from centralized ordering
See the full stories
Services

Your entire back office, or just the piece that's broken.

Everything accounting except your tax return, for any business with revenue, employees and books that can't keep up. Use us as your full accounting department, or bring us in for one problem. We work alongside your CPA and hand them clean books.

Bookkeeping & Monthly Close

Day-to-day bookkeeping, AP and AR, reconciled accounts and accurate financials every month, on a schedule you can count on.

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Fractional Controller

Senior financial oversight without a $120K+ salary. Close management, reporting, KPIs, cash and lender relationships.

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Construction & Project Accounting

Job costing, WIP schedules, over/under billings, retainage and fixed assets. The complete contractor back office. Details below.

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Cleanup for Loans, LOC & Bonding

Catch-up and cleanup work that turns messy books into statements a banker or surety will sign off on.

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Cash Flow, Forecasting & Budgets

13-week cash forecasts, annual budgets and rolling forecasts, so you see the crunch before it hits.

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Process Improvement & Systems

Process audits, workflow redesign, system setup and internal controls reviews using Six Sigma methods.

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For contractors

Your complete construction back office.

Construction is where we've spent our careers. Most bookkeepers can't handle project accounting. We've run it from AP clerk to Controller at GCs, subs, heavy civil and equipment rental companies.

Hand us the whole accounting function, from daily entries to the WIP schedule your surety asks for, or plug us in beside your team as the controller layer.

See construction services
Construction back office

Everything from field cost to financial statements

  • Bookkeeping, AP, AR and monthly close
  • Project accounting and job setup
  • Job costing and cost-to-complete reviews
  • WIP schedules and over/under billings
  • Progress billing, change orders and retainage
  • Fixed asset, equipment and depreciation schedules
  • Cash flow forecasting by job
  • Bank- and surety-ready financial statements
How it works

From "where's the money?" to a business that runs on its numbers.

  1. Free discovery call

    30 minutes, no pitch deck. Tell us what's going on and we'll tell you honestly if we're a fit.

  2. Assessment & proposal

    We review your books and workflows, then send a fixed scope and custom quote.

  3. Clean up & set up

    We fix the books, build your job cost and WIP reporting, and tighten the processes behind them.

  4. Run & improve

    Monthly close, reporting and a review meeting where we go over what the numbers say and what to do next.

Book your discovery call
Who we serve

Any business that's outgrown its back office. Construction is our specialty.

We work with businesses doing $2M–$25M a year that are big enough for the back office to be breaking, but not yet ready for a full-time CFO.

Whether you sell services, products or projects, the fundamentals are the same: accurate books, a reliable close, real margins by customer or job, and processes that don't depend on one person. Contractors get all of that plus the project accounting most firms can't offer.

See if we're a fit
  • General Contractors
  • Subcontractors & Specialty Trades
  • Heavy Civil
  • Equipment Rental
  • Service & Field Businesses
  • Professional Services
  • Medical & Healthcare Practices
  • Small & Mid-Sized Businesses

Local or remote. We meet in person around San Antonio and the surrounding area, and work remotely with clients anywhere in the US.

Where is your profit leaking?

Our free guide covers the 5 profit leaks we see most often at growing businesses, with a quick self-check and the fix for each one. Takes 10 minutes to read.

Get the free guide
Common questions

Before you call

Do you only work with construction companies?
No. Construction is our specialty, but bookkeeping, monthly close, controller oversight, cash flow forecasting and process improvement work the same way in any industry. We've done this work at equipment rental and medical companies too. If your back office can't keep up with your growth, we can help.
Do you do taxes?
No. We handle everything accounting except tax preparation. We work alongside your CPA and give them clean, reconciled books, which usually makes tax season faster and cheaper.
What's a fractional controller?
A fractional controller is an experienced controller you get for a set number of hours or deliverables each month, for a fraction of a full-time salary. You get senior oversight: a managed close, reporting, job cost review, cash planning and a strategic partner who understands construction.
How much does it cost?
Every engagement is custom quoted based on your transaction volume, number of active jobs, the condition of your books and what you need. Cleanups and setups are usually a fixed project fee; ongoing work is a monthly retainer. You'll get a clear quote after the discovery call. No surprise hourly bills.
We already have a bookkeeper. Can you still help?
Yes. A common setup is keeping your in-house bookkeeper and bringing us in as the controller layer: we review their work, manage the close, build job cost and WIP reporting, and train and support your team.
Do we have to be in San Antonio?
No. We're based in San Antonio and happy to meet in person locally, but most of our work is done securely and remotely, so we serve clients across the US.
What software do you work in?
We work inside the accounting and construction systems you already use. If your current setup is holding you back, we'll help you pick, set up and migrate to something better, and connect it to how your field and office actually work.
How long does it take to get started?
After the discovery call we usually need a short look at your books and workflows before we can quote. Once you approve the scope, we start onboarding right away. Cleanup projects come first when needed, and monthly work starts from there.
Let's talk

Find out what your numbers are really telling you.

Book a free 30-minute call. You'll leave with at least one thing you can fix this month, whether you hire us or not.

Book a Free Call Call 210-538-4307
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