At HELM, we know running your own business can sometimes be exhausting, frustrating and lonely. No one person can do it all, between balancing the books, hiring employees, keeping clients happy, and (hopefully) squeezing in time for friends and family to achieve work-life balance. We’re here to help support your business in whatever way you need, by offering expertise in business planning, estimating, financial oversight, hiring, technology, sales and marketing that is specific to the construction industry and the small business world. We work with dozens of contractors, design-builders and architects throughout New England and can help you establish systems that will make your business more sustainable, without having to re-invent the wheel!
How it works:
ASSESSMENT: Before we meet, we’ll provide a detailed questionnaire to gather as much information as possible about your business. We’ll analyze your financial statements, projections and company documents. Then we will sit down with you to present our overall assessment, discuss the challenges and strengths and review your goals for the future.
PLAN: Then we’ll work together to come up with a plan of action for whatever piece of the puzzle you want to tackle first. Usually there are some pieces you’ll take on yourself, and some that we can assist you with. We’ll develop a scope of work and a schedule for the project(s).
CHECK-IN: Based on the plan we’ve agreed on, we’ll check-in regularly to ensure we’re on track. Some projects may be short duration and completed within a month or two, and others may be on-going and require periodic review to make sure you’re making progress towards your goals.
YEAR-IN-REVIEW: With our business consulting clients, we like to sit down after a year or so and take another hard look at your year-end financials, what has been working well, and what you’d like to change in the coming year. We’ll review past projects, digging into profit margins & overhead, help you develop a budget for the coming year, and prioritize action items going forward.
Some of what we offer:
- Estimating 101
- Determining your mark ups
- Bid presentation
- Budget development
- Working with lenders
- Writing a business plan
Marketing and Sales
- Website planning, design and development
- Social media strategy
- Paid and free advertising opportunities (Houzz, etc)
- Lead tracking software
- Tips for improved client communication and sales
Critical Path Method Scheduling
- Pre-project planning
- Client decision-making and material procurement
- Construction sequence
Project Management Tools
- Time tracking software (Harvest, T-Sheets, etc.)
- Management software (Construction Suite/UDA setup and training, Smartsheets, etc.)
- Document templates (Contracts, RFPs, Change Orders, Owner’s Manuals, etc.)
- Hiring (writing job descriptions, interviewing, developing expectations)
- Writing an employee manual
- Employee training and professional development
- Performance evaluation and feedback
Financial Viability, Gross Profit Margin & Accounting Methods
- QuickBooks or Xero bookkeeping setup
- Job cost accounting and analysis
- Determining appropriate margins
"Working with HELM Construction Solutions is simply one of the best business decisions our growing design/build company has ever made. Mel and Kate meet us where we are in our business development and work with us in a custom-fit way, yet firmly guide us with years of expert experience to grow in ways we need to be successful. I could not recommend HELM Construction Solutions more highly."
-Ace McArleton, Co-owner, New Frameworks Natural Design Build (Winooski, VT)