Every week in your weekly report packets, you will learn exactly where the job sits. Our system is setup, so you always have the information you need in front of you. We can generate invoices for your clients anytime, according to your schedule.

Our financial and business experience allows us to act as your Chief Financial Officer, CFO. We work side by side with your accountant to manage all tax liabilities and financial obligations. You’ll love the arrangement… You build homes, and we’ll handle your paperwork!

We aren’t accountants but we work hand in hand with your accountant to make sure that we are limiting your taxable exposure.

The system we design for you will provide clear deadlines for draw requests and payments for vendors. We handle your payables, so you’ll be free from subcontractor calls requesting payment.

We will provide financial statements for your review each quarter. We’ll also do a financial review bi-annually. This ensures transparent reporting and tools to help you with adjusting your financial roadmap.

We know that Cash Flow is an essential part of your business. We eliminate the stress of capital calls and manage the pressure to pay subcontractors and vendors on time.

Our business is designed specifically for Custom Home Builders like you! We know your industry inside and out and are extremely focused on your needs. We exclusively serve residential builders.

We bring relief to your project managers by receiving and coding all invoices received. This gives your project managers time to focus on building homes and increasing profitability.

We use industry-specific experts to help you store and use data. Everything will be stored electronically, and you will have unlimited access to everything. Pull up documents from your phone!

We’ll manage all contracts for you so that you can concentrate on the custom high-end building process. From homeowners’ contracts to subcontractor contracts, we’ll take care of them
Every week you receive a report packet that includes Job Costs Reports, Unpaid Bill Reports, Updated Client Invoices, and outstanding Receivables. Tools to help make smart decisions!
We’ll be helping to manage all costs and budgets for your entire business. We make sure every dollar is managed and accounted for. You’ll have peace of mind and less stress!

Our Setup process

Only 3 – 4 weeks
and we’ll have you up and running!


Upon signing up for HBFP services we schedule a 1-3 day in person meeting with your company.
During this time we setup meetings with all key employees so that we can better understand your current system and how your office currently runs. Once we complete your onsite visit we head back to our corporate office to develop your personalized account setup. Your account setup includes assigning your dedicated Financial Partner that will work with you on a weekly basis for the life of your account.
Once your Financial Partner is assigned they work on getting your full management system up and running.
Upon having your account created in our system we schedule short training calls / zoom meetings to help educate your staff on how the system works. We tailor every call to make sure everyone is comfortable with how the system works and what parts of the system they will need to access for their specific role in your organization. One of the main questions we get is “I’m not a computer person, how can I use your system?”. Our response is always the same if you can email you can use our system, we created our system to be run on all devices. We also take great pride in working with everyone at their own pace to get acclimated to the new way of doing business.
Our new account setup takes from 1-2 weeks based on how many employees your organization has.
After the new account setup is complete we work with all subs and vendors to insure smooth transition to our portal. Our biggest focus is a smooth transition for you and your team, all of the “heavy lifting” is completed by your Financial Partner in the background. Once we have completed our transition and your system is set in place, your weekly reports begin to be delivered and a weekly zoom call is scheduled to go over any pressing items.