Our Services:
Accounting & Financial Planning
What We Do
Three Brothers Financial Services provides construction-focused accounting and financial planning designed to give you complete visibility into your business. We help you understand how your company is truly performing - both overall and on each job.
From day-to-day accounting to cash flow management, monthly reporting, budget vs. actuals tracking, and performance insights, we cover every part of your financial operation. We help you stay on top of customer payments & vendor bills, plan ahead with forecasting, and understand how each part of your business is impacting profitability.
Our approach is focused on giving you a clear understanding of where your profit is actually coming from. We break down your revenue, labor, material costs, and overhead so you can see which jobs are generating strong margins and which ones are falling short. With visibility into both your overall performance and individual projects, you’re able to price more accurately, control costs, and focus on the types of work that consistently drive profit. While we handle the financial tracking and reporting, you can spend less time in the numbers and more time running your business.
What We Provide
12+
Years of Expertise
Construction Focus
100%
Speaking Help
Spanish
DFW
Based
Bookkeeping & Monthly Reporting
We keep your financials clean, organized, and up to date, so you always know where your business stands. From recording transactions to reconciling accounts, everything is handled accurately and consistently.
Each month, you receive clear financial reports including an Income Statement, Balance Sheet, and Statement of Cash Flows to give you insights into your financial performance, helping you make informed decisions and strategize for future growth.
Financial Planning
We help track budgets and also build and maintain forecasts based on your actual operations, not just generic assumptions.
We map out expected revenue, labor needs, material costs, and overhead so you can see how decisions today impact your numbers months ahead.
As projects shift, costs change, or new work comes in, we update forecasts to reflect reality. This allows you to adjust hiring, spending, and project pacing before issues show up in your cash or margins.
Performance Insights
We turn your financial data into clear, actionable direction, not just reports. Each month, we review your numbers to identify trends, changes, and risks across revenue, costs, and margins. We highlight what's driving performance so you understand why your numbers are changing, not just that they changed. We will provide you early visibility into problems and opportunities, so you can act before they impact your business.
Cash Flow Management
We actively manage your cash position by tracking customer payments, open invoices, and vendor bills. You get a rolling 13-week cash flow forecast that's updated regularly, showing expected inflows and outflows by week.
We monitor collections, identify slow-paying customers, and help prioritize upcoming payments so you don't run into avoidable shortfalls. This gives you a forward looking view of your cash, not just where it is today, but where it's headed.
Profitability Analysis
We break down your margins to show where profit is being made, and where it's being lost. This includes analyzing job level margins, labor efficiency, and cost overruns, as well as identifying patterns across projects. The goal is to help you understand which types of work, clients, or jobs are actually worth your time. This gives you the ability to adjust pricing based on real cost data, avoid underbidding future jobs, and focus on the work that actually drives profit.
Phone & Email Correspondence
Three Brothers Financial Services believes in building strong, supportive relationships with our clients. Our unlimited phone and email communications availability means that you always have access to our expertise whenever you need it. Whether you have a quick question or need in-depth advice, our team is dedicated to provide you with informed decisions, keeping your organization on track and moving forward.
Job Cost Tracking
We structure your financials to track costs at the job level, including labor, materials, and vendor/subcontractor expenses.
You receive job-level reporting that compares actual costs to budget, highlights overruns, and shows profitability by project. We also help track cost-to-complete and estimate at completion, so you're not finding out too late that a job went over.
Your Team of Accounting Experts
At the end of the day, it's about giving you clarity and control over your business. We will work with you to get everything organized in QuickBooks, and once everything is set up properly, you'll have a clear, consistent view of your numbers without having to piece things together yourself.
Schedule a time to walk through your current setup and see how we can improve it.