Margin Drivers › About EquiScape

About EquiScape · The team behind Margin Drivers

A part-time CFO for your landscaping company

EquiScape builds Margin Drivers. We're also your part-time CFO: monthly numbers from your own books, budgets, cash flow and help when it's time to sell.

David Whittaker, President and Executive Advisor

David Whittaker

Your CFO advisor · 30+ years running landscaping companies

770-685-4700Meet David

Our Vision

Sustained Profitability & Equitable Value in Business

Our Mission

To Provide a Partnership with Professional Guidance, Actionable Reporting and Exceptional Profit Solutions

Building your financial team

Your books look back. A CFO looks ahead.

Keep your bookkeeper and your CPA. AI tools speed up their work. The fractional CFO directs the whole team and turns their numbers into decisions.

Bookkeeper“What happened?”
Accountant“Is it right & filed?”
AI tools“Can it be faster?”
Fractional CFO“What do we do next?”
What the business needsBookkeeperAccountantAI toolsPlans aheadFractional CFO
Records transactions & reconciles accountsThe clean books everything else depends on.
Files taxes & keeps you compliantReturns, 1099s, sales tax, year-end adjustments.
Produces monthly financial statementsP&L and balance sheet on a set close date.
Explains what the numbers meanTurns a report into what to do next month.
Job costing, pricing & markupsBids that hit your gross margin goal.
Cash flow forecast & off-season planSees the cash crunch before it arrives.
Budget, KPI scorecard & benchmarksSets targets and measures against peers.
Bank, lender & equipment financingBuilds the package and sits at the table.
Valuation, exit & buyer-readinessBuilds the value a buyer will pay for.
Holds you accountable to the planA monthly seat at the table with the owner.
Mostly looks atThe pastThe pastThe presentThe future
  • Core role
  • Some help / oversees
  • Not their role

Key idea: Bookkeepers and accountants report the score. A CFO helps you change it. EquiScape is your fractional CFO, with packages from $1,200 a month.

Working with EquiScape

From your history to your next improvement

  1. History & budget by profit center

    We analyze your historical numbers and build a budget for each profit center: maintenance, installs and the rest.

  2. One-page report card

    Each month, your EquiStat: revenue, margin and profit against the budget.

  3. We walk through it

    What each profit center and contract earned, in plain language.

  4. Margin Drivers improvements

    We pick the margin drivers to improve, like pricing, labor and job costs, and track the results month to month.

Ways we help

Wherever the business is right now

Monthly finance

Budgets, cash flow and statements, prepared and explained.

Pricing & profit

Know what each division and contract earns, and price the next job right.

Selling your business

The summary package buyers look for, and a clear sense of what it's worth.

Leadership coaching

One-on-one coaching for owners and the managers they're training to lead.

David Whittaker

Your advisor

David Whittaker

More than 30 years running landscaping companies. He's been where you are, and he'll give you the answer in plain language.

30+ years in the Landscape Industry$2B Post Properties, Inc. Nationally Awarded Landscape Division

Who we serve: landscape companies first, plus tree care and other trades that run crews, routes or contracts. We work in QuickBooks, Aspire, LMN, SingleOps, Jobber and more.

Contact

Book your free one-hour consultation

Call us, or tell us about your company and we'll be in touch.

  1. Free callZoom or phone
  2. ProposalIn writing
  3. Monthly workTogether

Hours

Monday – Friday8:00 am – 5:00 pm
Saturday – SundayClosed

Required