Solar trade allies eligible to receive financial management consulting

Energy Trust has contracted with Kendrick Business Services to offer solar trade ally contractors up to $5,000 per year to use toward financial assessment and management services for their business. As part of our ongoing soft cost reduction effort and to help solar trade allies take advantage of these valuable business development resources, Energy Trust can offset half the cost of the services.

The following services are eligible for a 50 percent cost match:

Complete Financial Management Assessment—A comprehensive Quickbooks file assessment and review of the company’s financials. After this assessment, the trade ally will be provided a report and a follow-up meeting to review the assessment and create an action plan to define goals and timelines for improvements identified during the assessment. The written evaluation will cover topics relevant to the solar installation industry, including job costs, project tracking, reporting and overall business financial management, as well as samples for best practices in the industry.
Cost to Trade Ally: $500 after Energy Trust’s 50 percent cost match

Hourly Financial Consulting—Upon completion of the assessment, Kendrick Business Services can work with Solar trade allies on optimization and cleanup of QuickBooks data to achieve goals defined during the assessment
Cost to Trade Ally: $100 per hour after Energy Trust’s 50 percent cost match

Remote CFO Meetings—After identifying gaps during the financial management assessment and taking action to address them, solar trade allies can take advantage of a bimonthly “Remote CFO” service to continue making process toward strategic goals and provide professional financial advice that is catered to your specific business needs.
Cost to Trade Ally: $300 per meeting after Energy Trust’s 50 percent cost match

Annie Kendrick, Principal of Kendrick Business Services has over 20 years of experience in the construction industry. She works with construction related firms across the country implementing software, streamlining processes and creating custom solutions to meet the specific needs of each individual company to track sales and improve profitability. She is an Advanced Certified QuickBooks ProAdvisor and Method CRM Certified Consultant specializing in the construction and solar industry.

To take advantage of this offer complete, submit the form available online. This offer is only available for solar trade ally contractors. For more information, contact Jeni Hall.