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Client Success Story: Contractor Finds the Support He Needs to Return to His Entrepreneurial Goals
Trevor Thome
Mar 25, 2026
The owner of a small commercial contracting firm was working all the time but not getting any closer to his goals for the business. Keeping up with the workload meant joining his 10-person crew in the field most days and left little time for the job of growing — or managing — his business.
His wife was handling the payroll, but the couple did not have a reliable source of bookkeeping. Tax filings were frequently last minute, financial records were poorly organized, and invoices often went overlooked until cash flow bottomed out.
The owner’s dream of bringing on new project managers and tripling his growth kept getting pushed off. His wife’s dream of more family time and pursuing her own interests was also on hold.
Then the couple came to Kirsch CPA Group for help with getting their taxes right. Soon, they had outsourced their accounting to Kirsch as well.
Highlights
Client Profile
- Industry: Construction trades
- Size: Small
- Goals: Timely tax compliance and invoicing, financial clarity, 3x growth
Challenges
- Messy books
- Unsent invoices
- Unreliable bookkeeping
Solutions Implemented
- Bill paying software implemented
- Taxes filed on time
- New project manager hired
- Outsourced bookkeeping & payroll
- Growth strategies established
Financial Clarity and a New Mindset
With Kirsch managing the books, multiple improvements took root quickly.
Taxes were filed on time, and invoicing and bill-paying software was implemented with coding that ensured all expenses were associated with the right job. The company then added Kirsch payroll services, including prevailing wage and union reporting, freeing up the owner’s wife to focus on her own small business.
Finally, the owner was able to add a new project manager to his team.
With newfound trust in the numbers and the confidence to step back from spending 50 hours a week in the field, the owner began working with Kirsch to identify strategies for reaching his growth goals. Our business advisory and strategic growth services are designed to help business owners:
- Clarify their goals and define what success means to them
- Identify roadblocks limiting growth or profitability
- Translate strategy into 90-day and 12-month targets
- Measure progress using relevant financial and operational KPIs
For the business owner, the result was a profound change in his business processes and, perhaps most importantly, a profound reframing of his role and his mindset. Today he’s focused on growing the business and has cut back his hours in the field significantly.
The results left him thankful that Kirsch helped push him in the right direction. He’s now working strategically instead of trying to manage the smallest details and responsibilities.
The Cost of Wearing Too Many Hats
Many small and medium-sized business owners struggle to grow their businesses, even as they find themselves working more and more. It is easy to get pulled into day-to-day responsibilities and feel like you have to manage everything yourself. But real growth requires owners to focus more on the big picture and implement strategies that connect day-to-day operations to long-term goals.
The practice of trying to wear all the hats in a business comes at a big cost to growth goals and isn’t sustainable. But the first step to a more strategic approach is ensuring that you have the reliable and up-to-date financial information you need for making good decisions. That’s where the right accounting support can make all the difference.
A Proven Process for Business Growth
At Kirsch CPA Group, our services don’t end with a tax return and a monthly statement. We provide business support that is strategic, comprehensive and forward-looking, with a proven process of providing clarity, structure and strategy for aligning operations with long-term goals.
Contact a member of our team to learn more.
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About The Author
Trevor provides expert tax and financial planning services. His proactive approach focuses on month-to-month analysis, forecasting, and strategic…
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