About Us

what makes us unique

Our guiding principles

Principle 1:
Weekly reports

Each client is to receive weekly in an email all weekly reports, these reports consist of at a minimum (Job Cost reports, Job Cost Summaries, Unpaid Bill report, available bank balance report, check run report (on weeks where checks are cut), credit card charge report (on weeks where credit cards are run). ALL STORED & UPDATED WEEKLY IN A WEEKLY REPORTS FOLDER inside client HBFP Dropbox.

Principle 2:
Compliance Documentation

These documents include at a minimum Certificates of Insurance both Work Comp and General Liability, updated W9, signed Trade Partner Agreement (if client utilizes) Signed PO (if client utilizes), signed Sub Contractor Agreement per job (if client utilizes). These documents are updated as bills are paid not upon an Insurance Audit.

Principle 3:
Monthly Reconciliation

all client’s bank accounts, credit cards, and vendor statements monthly. If you are a cost plus builder the most important reconciliation that we do for you is Monthly Vendor Statements. By reconciling these monthly you should never miss an invoice to bill a client. Bank reconciliations are your checks and balances for our client needs. By having these updated in a timely fashion you should be able to provide accurate financials.

Principal 4:
Client Draws

we provide our clients guidance on when they should be requesting funds from their client to ensure cash flow is managed properly. We then create and put together all client draws that are then presented to you for review, once approved our team sends out on your behalf.

what we do best

Our Story

HBFP is a group of professionals who partner with Custom Home Builders to simplify financial management. We improve their profitability and performance. We developed our system by working hand in hand with Home Builders. They wanted a better, more efficient strategy to handle all the office tasks that slowed them down.

Our clients can focus their time and energy on building high-quality custom homes and finding new clients. We work with them to make sure their office operation runs smoothly in the background. We are always available when a question comes up. We handle everything to include receiving invoices, estimating jobs, and sending invoices to clients.

At HBFP, we work every day on your business so you can be more profitable and get back the much-needed time to enjoy the most out of your life.

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About Us 1

We've been featured on two podcasts!

Give them a listen for some insight on the best financial strategies.
Listen to Builders,
Budgets, and Beers
Listen to The
Curious Builder

the people who make it happen

Our team

Zack Kelly

Founding Partner | CEO

April Bennett

Partner | COO

Andréa gregory

Director of west coast operations

financials

Accounts payable, accounts receivable, and bank reconciliations. If a dollar comes in or out of your business, we manage it all for you.

Budgeting

Not only do we help manage your jobs, we also help manage all costs and budgets for your entire business. We make sure every dollar is accounted for.

weekly reports

Every week you receive a report packet with job cost reports, unpaid bill reports, updated client invoices, and outstanding receivables.

Contracts

From homeowners contracts to subcontractor contracts, we manage all contracts for you so that you can build high-quality, beautiful homes