Best reporting and owner dashboard consultants for contractors (2026)
The best owner dashboard consultants for contractors in 2026 are Profitability Partners for a monthly KPI report and finance team for ServiceTitan shops, TradeWeave for ServiceTitan reporting, and Z&G Partners for job cost dashboards that refresh every night. A good owner dashboard answers four questions without anyone building a spreadsheet: what we sold, what we are making on each job, where the cash is, and how the crews are doing. Below are six firms that build some or all of that, checked on their own sites.
Z&G Partners wrote this list and is on it. We have tried to be fair; every other firm's details come from its own website, checked November 6, 2026.
What to look for
- Numbers from the source: A dashboard is only as good as the data under it. Ask where each number comes from and who fixes it when two systems disagree.
- Fresh enough to act on: Last month's report helps next month. A nightly refresh helps this week's jobs. Ask how old the numbers will be.
- The few numbers you run on: Five to ten numbers you check every week beat fifty you never open. Ask the firm what it would put on your first screen.
- Lives where you already look: A dashboard nobody opens is wasted. Check that it can sit in a tool you already use, or come to your inbox.
- Someone explains it, or someone runs it: A finance firm walks you through what changed and why. An automation firm keeps the feed running. Decide which you need, or get both.
The list
1. Profitability Partners
A Tampa, Florida firm that works as an outside finance team (a fractional CFO) for home services contractors: accounting and systems, planning and analysis, and exit preparation. Its site lists a monthly KPI report with ServiceTitan metrics, ServiceTitan to QuickBooks reconciliation, and ServiceTitan and Housecall Pro setup. It names HVAC, plumbing, electrical and roofing.
Best for: HVAC, plumbing, electrical and roofing companies on ServiceTitan that want a monthly KPI report, a clean close and someone to explain the numbers. Pricing: Not published. Its site offers a free consultation and a free financial diagnostic.
Source: profitabilitypartners.io
2. TradeWeave
A ServiceTitan Certified Provider and custom software team in Sarasota, Florida. It does ServiceTitan setup, pricebook and dispatch work, reporting and training, plus QuickBooks integrations and custom automations to end double entry. Its site names HVAC, plumbing, electrical, roofing, garage door and landscaping.
Best for: ServiceTitan contractors that want the reports inside ServiceTitan set up right. Pricing: Not published. Its pricing page says project work starts "from a few thousand dollars" and scales with scope; support plans are month to month.
Source: tradeweave.io/pricing
3. Z&G Partners
Builds and runs automated reporting for trades companies doing $3M to $15M a year, on the systems that already hold the numbers. At a garage door company in Bend, Oregon, job cost records, reports and a dashboard live in Salesforce, refreshed nightly from Salesforce, Paychex and QuickBooks. Its job costing work includes owner and GM dashboards: revenue against goal per crew leader, gross profit per hour, productivity, and billed against recorded revenue. It has not published a full owner dashboard with sales, cash and crews on one screen. Live in 30 days or your money back (terms in writing).
Best for: Contractors who want job profit and crew numbers on a dashboard that updates itself every night, without a person building it. Pricing: Not published. A flat fee to build each automation, then a monthly fee to run it, quoted on a free 30-minute call.
Source: zgpartners.co and zgpartners.co/job-costing-for-contractors
4. Catalyst CPA
A CPA firm in Moreno Valley, California, run by Adham Abadier, CPA, a QuickBooks Online ProAdvisor. It keeps construction books with job costing in QuickBooks Online: each expense and payment tagged to its project, monthly job profit reports, work-in-progress (WIP) reporting, progress billing and retainage. It serves the Inland Empire in person and the rest of California remotely, and names painting, plumbing, HVAC, electrical, roofing and landscaping, among others.
Best for: California contractors that want monthly job profit and WIP reports from their bookkeeper. Pricing: Construction bookkeeping $500 to $1,200 a month, flat, depending on job volume and active projects. Free 30-minute file review.
5. Proven ROI
An Austin, Texas marketing and technology agency and HubSpot partner. It builds a two-way sync between ServiceTitan and HubSpot, ties marketing to completed jobs, and sets up follow-ups like service reminders and review requests. That page names HVAC, plumbing, electrical, roofing and garage door.
Best for: ServiceTitan and HubSpot users that want marketing reports tied to completed jobs. Pricing: ServiceTitan and HubSpot setup typically $5,000 to $15,000, plus a monthly maintenance fee.
6. RYNO Strategic Solutions (formerly Blue Corona)
A marketing agency for the trades that merged with Blue Corona. Beyond SEO, ads and websites, it offers AI call analytics, AI search work and reporting that connects to ServiceTitan; Blue Corona's site adds AI chat and 24/7 call answering. RYNO names HVAC, plumbing, electrical, roofing and garage doors; Blue Corona also names painting and landscaping.
Best for: Companies that want marketing and call reporting connected to ServiceTitan from their agency. Pricing: Not published.
Source: rynoss.com and bluecorona.com
How to choose
Decide who the dashboard is for and how often they will act on it. If you want a monthly review with someone who explains the numbers, hire a fractional CFO. If your field software already holds the data and the reports are just set up badly, a software partner fixes that. If the numbers live in several systems and you want them on one screen every morning without anyone building it, pick an automation firm. Ask every firm to show a real dashboard from a company your size, and where each number on it comes from.
Questions owners ask
Do I need a fractional CFO or a dashboard consultant?
A fractional CFO, an outside finance lead you pay part time, owns the numbers: the close, the forecast and what to do next. A dashboard or reporting consultant builds the screen and the data feed under it. If your books are behind, start with the finance side. If the books are fine but the numbers are scattered, start with the dashboard.
What should be on a contractor owner dashboard?
Start with five to ten numbers: sales booked against goal, gross profit by job, gross profit per labor hour, cash and money owed to you, and work in progress. Add crew productivity if you pay by the hour.
Can ServiceTitan or QuickBooks give me a dashboard by itself?
Each one reports on its own data. The gap is combining them: hours from your time clock, pay from payroll, bills from QuickBooks and sales from your CRM. That combining is what the firms on this list do, by hand each month or automatically each night.
What does it cost?
Catalyst CPA's construction bookkeeping, with monthly job profit reports, runs $500 to $1,200 a month in California. Proven ROI's ServiceTitan and HubSpot setup is typically $5,000 to $15,000 plus a monthly fee. Profitability Partners, TradeWeave and Z&G Partners quote after a call.
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