JACOB A. DOUGLAS / PROJECT PROFITABILITY & CONTRACTOR SPENDING
One project.
A clearer next move.
Choose a focused review of cash, margin or payment workflow. I turn agreed records into a decision brief and a practical action plan.
Based in California. Serving clients remotely across the contiguous United States (the lower 48 states).
Start with the decision you need to make.
Defined scopes start at $1,500. We agree on deliverables, fees and timing in writing before starting. Choose one focus for your assessment.
Project Cash Review
Can this project cover its bills?
A project cash outlook, a comparison of up to three agreed payment options, and a recommendation for the funding gap or payment dates.
Scope and what to bring
One project and its agreed cash costs, client receipts and timing assumptions.
Your estimate, expected cost dates, proposed invoice terms and any approved payment schedule.
Use this review when the planner shows a cash gap, uncertain receipt dates or a plan that depends on the client paying on time.
Project Margin Review
Is the work priced to earn enough?
A source-linked cost and approved-change review, a comparison of up to three scope or pricing options, and a recommendation for what to adjust.
Scope and what to bring
One project, its original scope and up to three agreed changes or pricing options.
Your project estimate, approved scope, cost records and change requests.
Use this review when extra work keeps growing, costs are unclear or the price leaves too little after delivery costs.
Payment Workflow Review
What needs to happen before payment can move?
A map of one workflow from onboarding to payment approval, an exceptions list with proposed owners, and a practical action plan.
Scope and what to bring
One project payment workflow and up to ten payment or vendor items within the shared record limits.
The agreed workflow, relevant commitments, invoice references and recorded approvals. We agree on secure sharing first.
Use this review when approvals are missing, responsibilities are unclear or contractor payments keep getting stuck.
Each review includes a decision brief, a prioritized 30-day action plan, the kickoff and findings discussions below, and one consolidated factual correction round. Possible duplicates are flagged for investigation. You retain approval of business decisions and payments. Payment execution, collections, tax, legal work and assurance are outside these reviews.
Your first engagement
Understand your costs. Plan your next steps.
From $1,500 · one focused engagement
Understand where project costs stand, what you have committed, and which questions need action.
- One project, one entity and one currency
- Up to ten contractors, five agreed source documents or exports, and 50 payment rows
- Payment Workflow Reviews: up to ten payment or vendor items within those same limits
- A 30-minute kickoff, a 45-minute findings discussion, and one consolidated factual correction round
Delivery target: within ten business days after I receive complete agreed inputs.
Discuss your assessmentWhat you take away
01A clear pictureA source-linked view of project costs, approved commitments, and recorded payments.
02Findings you can useA project financial outlook and prioritized exceptions, with evidence and assumptions clearly identified.
03A practical next stepA prioritized 30-day improvement plan with proposed responsibilities.
We agree on scope, timing, and fees before work begins. Jacob personally leads each engagement.
Need this support every month?
Growth adds ongoing cash planning and a shared register of recurring payment or vendor issues. From $1,750 per month, with onboarding from $750 and an initial six-month commitment. Current reconciled books are required; bookkeeping is quoted separately.
Explore Growth support