Capital thinking, not bookkeeping: clean books, job costing, cash control and a budget.
Included in Align (2 Resets a year) and Defy (4 a year). Start with a $1 free week.
Need to focus on just this one area? $5,000 on its own, with an onboarding call right after you buy: get the Finance Reset
Guessing at job profit, surprised by cash, and books that close whenever they close.
Decisions made on real numbers: clean books, every job costed, a 13-week cash forecast, a budget with controls and a signed Financial CODE.
Each Shift is five weekday modules. You finish each week by uploading your work, which unlocks that week’s Shift Call.
Your financial vitals baseline, QuickBooks and chart of accounts, receipts and bank matching, and a monthly close.
Job-cost every job, control your bills and invoices, change orders and supplements, target margins and variance.
A 13-week cash flow, accounts receivable and payable, and controls that protect the cash.
An annual budget, budget vs. actual, break-even and commissions, and how to judge an investment.
Plus the complete Days 1–20 workbook, a workbook for each Shift, and a presentation for every training day.
A full financial operating system (clean books, job costing, bill and invoice control, a 13-week cash forecast and a budget with controls) and a signed Financial CODE.
No graduation without the required proof.
Every training day follows the same rhythm, and every week ends on a Shift Call where a coach reviews your evidence. The call is not a lecture.
Recap yesterday and its proof, set today’s focus.
Today’s one idea and why it matters.
The thinking and the tool.
Do the activity in your workbook, on your company.
Commit to the proof and bridge to tomorrow.
Chosen by your diagnosis and run one after another, with four private sessions a month.
See Align →DefyUp to two at once when it makes sense, plus onsite visits and eight private sessions a month.
See Defy →On its ownFor a company that needs to focus on one area right now. Your onboarding call is booked right after you buy.
Get the Finance Reset →Rather do it together? The Finance Reset can also run as a two-day retreat at no extra cost: you cover travel and lodging, and our team sends you three options to choose from. Ask about the retreat format · See what a retreat looks like
Personal vision, identity and purpose: the foundation every other Reset is built on.
FoundationVision mapping and team building: a company vision bigger than the owner, and the team to run it.
FoundationYour whole customer experience, documented from first call to collected invoice.
GrowthThe nine-step Home Doctor appointment, installed in your reps and proven in a recorded role play.
GrowthReplace random marketing with a measurable system your own team runs.
Four weeks: twenty training days of about fifty minutes each, plus a weekly Shift Call. Every day ends with one piece of work uploaded as proof.
No. A Reset is an install, not passive content. You build your own documents in a workbook, upload proof every day, and a coach reviews the evidence on a weekly Shift Call. Nothing moves forward without the proof.
The owner and whoever owns the books. Prerequisite: None required. When cash is critical, Finance is protected first. Everyone starts with the Vision Reset, and cash-critical Finance issues are protected first.
It’s included in Align (two Resets a year, one after another) and Defy (four a year, up to two at once). If your company needs to focus on one area right now, you can buy a single Reset for $5,000, and an onboarding call is booked right after purchase.
The system is built in about four weeks. Clean, trustworthy numbers usually take 30–90 days. Your CPA still files your taxes.
Every Group Pulse for a week, then a Sales Diagnostic Call with Noah to decide what to fix first.
$1 to join, donated to Boys & Girls Clubs of America. Every Group Pulse for a week, then you decide.
Or this Reset on its own: $5,000, with an onboarding call
