The Financial Playbook for Home Service Businesses

Four Essential Pillars to Build Wealth Through Your Trade

You're great at the work. You've built a solid reputation, your phone keeps ringing, and your team stays busy. But when you look at your bank account, the profits don't match the effort.

This playbook shows you how to fix that.

Inside, you'll discover:

How to price jobs for consistent 30-40% profit margins (most contractors undercharge by 20-30%)
Cash flow management so you're never short on payroll or materials
The 5 financial metrics that actually drive decisions
Tax strategies that can save $15K-50K+ per year

Includes worksheets, templates, and action steps you can implement immediately.

Price projects for consistent 25-30% margins

Manage cash flow so you never scramble for payroll

Track the 5 metrics that actually drive decisions

Implement tax strategies that save you thousands

WHO THIS PLAYBOOK IS FOR

This playbook is for home service business owners looking to take their business to a new level:

HVAC contractors
Plumbing companies
Electrical contractors
Roofing companies
Landscaping businesses
General contractors
Renovation specialists

If you're staying busy but not building wealth, this is for you.

WHAT YOU'LL LEARN

Pillar 1: Job-Based Pricing & Profitability

Stop leaving money on the table. Learn how to calculate your true costs (labor, materials, overhead) and price every job for 30-40% profit margins.

Pillar 2: Cash Flow Management

Revenue doesn't equal cash. Master the 13-week cash flow forecast so you always know when money is coming in and going out—no more surprises.

Pillar 3: Financial Reporting That Drives Decisions

Your P&L is useless if you don't know what it means. Learn the 5 metrics that actually matter and how to use them to make better decisions.

Pillar 4: Tax Strategy for Contractors

Taxes are your biggest expense. Learn how to structure your business, maximize deductions, and save thousands every year legally.

Why I Created This Playbook

I'm Jason Medlin, and I'm not your typical bookkeeper.

My background:

Harvard MBA
20+ years leading marketing, sales, and operations teams
Worked at Fortune 500 companies and high-growth startups
Raised equity capital and built business strategies that scaled

Here's what I learned: Most bookkeepers only know debits and credits. They've never sat in the CEO chair, managed a P&L, or dealt with the real challenges of scaling a business. I have. And that's the lens I bring to financial strategy.

I created this playbook because I've watched too many talented agency owners struggle with the same issues:

Great at serving clients, but pricing leaves money on the table
Strong revenue, but cash flow feels chaotic
Busy all the time, but not seeing the profitability they deserve

The problem isn't the work, it's the financial systems (or lack thereof).

This playbook gives you the frameworks I've used with agencies to fix pricing, cash flow, reporting, and taxes.

No accounting jargon. No fluff. Just practical strategies you can implement this month.

- Jason Medlin, MBA Founder and Fractional CFO, Bottomline Capital LLC

Is This Playbook For You?

This playbook is designed for marketing agency owners who:

✅ Are growing and looking to dial in on business health

✅ Feel like you're "busy but not profitable"
✅ Don't have clear visibility into cash flow or profitability
✅ Want to make data-driven decisions (but don't know what data matters)
✅ Are tired of surprise tax bills every April.

If that sounds like you, this playbook will help.

About Bottomline Capital

Founded by Jason Medlin (Harvard MBA), Bottomline Capital provides bookkeeping, tax strategy, and fractional CFO services to growth-stage businesses nationwide.

Unlike traditional bookkeepers, we bring 20+ years of business leadership in Fortune 500 marketing, startup sales operations, and capital raising so we help you use your financials to make better strategic decisions.

Services:

Monthly bookkeeping & financial reporting
Proactive tax preparation & strategy
Fractional CFO services (cash flow forecasting, KPI tracking, financial modeling)

Need more than a playbook? [Book a free 30-minute Financial Health Consultation →]

Serving businesses nationwide and in the greater Nashville area with expert bookkeeping, tax, and fractional CFO services. We partner with companies home and commercial services, marketing, construction, real estate, and beyond.