I'm giving you the three chapters CFOs tell me mattered most

The $36,629 Loss Was Hiding in One Project's P&L.
It Only Took 2 Minutes to Find.

Free e-book: the exact 2-minute process to pull a true project P&L from QuickBooks — and find the jobs quietly bleeding cash right now. Built by a CFO running a $6.6M contracting business.

Show Me the 2-Minute Process

3 chapters. PDF format. In your inbox in 60 seconds.

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Inside Your Free Preview

I'm giving you the three chapters CFOs tell me mattered most.

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Chapter 1

Why Most Trades Businesses Are Flying Blind (And How I Finally Turned the Lights On)

The structural reason your books always run 30–90 days behind real life — and the $40K duplicate-invoice mistake that taught me you can run a $6.6M business and still have no idea what's actually happening.

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Chapter 5

The Contract Trap — How AI Found the Clauses That Were Costing Us Thousands

The pay-when-paid clause that buries your cash flow. The 30-day change-order cut-off that's designed to ensure you never get paid for variations. How I review every GC contract in minutes — without a $10,000 legal bill.

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Chapter 9

What's Next — The One Thing Holding Most Trades Owners Back From the Next Level

If your finance function is still manual, no amount of new sales will fix what's broken. Here's the diagnostic I use to figure out whether a business is actually ready to scale — or just busier.

The Other Reason We Wrote This Book

If you've turned on QuickBooks AI auto-categorization, you've probably turned it back off again. 937,000 people watched the "Should You Be Worried About QuickBooks AI?" video for a reason. It guesses. It silently miscategorizes. It makes your reports prettier and less reliable at the same time.

That's not what this is.

What I'm going to show you in this preview is the opposite approach: an AI layer that surfaces, explains, and lets you decide — built on top of your messy QuickBooks data, with no cleanup required to get started. Weekly P&L from week one. Project-level visibility. Plain English answers.

I built it because I needed it for my own $6.6M commercial plumbing business. I'm sharing it because every CFO/COO I've talked to since has wanted the same thing.

Ritchie Hale CFO/COO, Major Plumbing  |  Founder, AI Pathway

What You'll Learn in the Preview

  • Why your company-level P&L looks healthy while two active projects are losing money right now — and the 2-minute scan that surfaces them before month-end.
  • The compounding bid mistake — why finding out a job lost money 90 days late makes your next three bids worse (and why the loss is bigger than the loss).
  • The pay-when-paid clause that means you don't get paid even when you do everything right — and the exact language to negotiate it out.
  • The QuickBooks auto-categorization trap — and why the firms running clean books have all turned it off.
  • The 80/20 time flip — what it actually means for a CFO/COO to go from 80% manual to 80% strategic, and the week-by-week path to get there without a 6-month implementation project.
  • Why "garbage in, garbage out" is the wrong frame — and how the right AI layer works with messy data instead of demanding you clean it first.
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Who Wrote This

I'm Ritchie Hale. I'm the CFO/COO of Major Plumbing, a $6.6M commercial plumbing business. I've spent 30 years in technology, including AI leadership across multiple companies — but I'm writing this as a CFO/COO, the same role you're probably in, not as a tech founder.

I built the system you're about to read about because I needed it for my own business. My books were a mess. My team was moving numbers between QuickBooks, spreadsheets, and field systems. I was finding out which jobs lost money 60 days after the crews had moved on.

So I built the tool I needed. Then a dozen other CFOs and COOs asked if they could use it too. That's how AI Pathway started.

Read the preview. If even one of the three chapters changes how you think about your finance operating system, I've done my job.

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