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Building Your Financial
Foundation
Yes, we manage your bookkeeping, but our services go far beyond the basics. By handling your bookkeeping, we free up your time to focus on your business. Included with each of our service packages are our advisory services, giving you a seasoned partner to guide you toward achieving your goals!
Contractor Essentials
per month
$1,000
$350
per month
Transaction Categorization
Organize your transactions for precise Profit & Loss and Schedule C reporting.
Account Reconciliation
Ensure your books are accurate and balanced with regular reconciliation.
Financial Statements & Reports
Stay informed with expertly prepared Profit & Loss Statements, Balance Sheets, and detailed Accounts Payable & Receivable reports.
Customized Financial Scorecard
Track key financial metrics with a scorecard tailored to your business.
Business Budget Input & Tracking
Maintain control over your finances with personalized budgeting and monitoring.
Asset Tracking
Manage and track your business assets effectively.
Monthly Business Consultation
Receive one-on-one guidance to identify growth opportunities and optimize your financial strategy.
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What types of businesses do you serve?We specialize in providing bookkeeping and business advisory services to construction companies, including general contractors, home builders and all specialty trades. If you're not sure if we can help your business, please book a call and we'd be happy to discuss.
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How are your services different from a traditional bookkeeper?We don’t just handle your books—we provide routine financial reviews, customized financial scorecards, pricing analysis, and actionable insights to help your construction business grow and thrive.
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What is a Financial Scorecard, and how does it help my business?A Financial Scorecard is a customized tool we create for each client, highlighting the key financial metrics that matter most to their business. It provides a quick and clear snapshot of the most critical numbers in your business.
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Can you help with pricing my construction services?Yes and no. We do not do estimating. But, we do perform routine pricing analysis to help ensure your services are priced to reflect the profits you are expecting. Things we help pinpoint: Is the correct overhead rate included in your pricing? Are incidental expenses and waste factors being properly calculated? Does a contingency amount need to be included or adjusted to capture creeping expenses? And more!
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Do you assist with job costing and project profitability tracking?Absolutely! We can help you track costs by project, giving you detailed insights into profitability and areas for improvement on each job.
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How often will I receive financial updates and reports?We provide financial updates and reports on a regular schedule—weekly, bi-weekly, or monthly—depending on your needs.
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Do you offer help with tax preparation?While we do not file taxes or provide tax advice, we ensure your books are clean, accurate, and ready for your CPA or tax preparer. We also work closely with tax professionals to streamline the process for you.
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How do you ensure the accuracy of my books?We reconcile your accounts regularly, review financial data for discrepancies, and use industry-specific tools to ensure everything is accurate and up to date.
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Are my financial records secure?Yes. We use advanced security measures and software to protect your sensitive financial information.
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Do I need to be tech-savvy to work with you?Not at all. We handle the technical side and ensure everything is presented in a format that’s easy to understand.
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How do you handle communication and support?We pride ourselves on being a true partner. You’ll have regular check-ins and easy access to our team for any questions or concerns.
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Do you work with construction businesses of all sizes?Yes! We work with contracting businesses ranging in all sizes. We can help the small one-man shop who wants to hire their first employee. We also have experience helping larger contracting firms trying to surpass the $100 million revenue mark.
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Can you help me understand my financial reports better?Sure can! We make it a priority to simplify complex financial data, so you can make informed decisions with confidence. We are always here to help you along the way.
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What software do you use for bookkeeping?We have experience working with many of the industry's leading construction accounting software companies. However, we have found that QuickBooks Online is by far the easiest, most efficient, effective, and trustworthy software to get the job done for all contracting businesses. Therefore, we are currently only working on this platform.
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How can I get started with your services?Getting started is easy. Simply contact us to schedule a consultation. We will discuss your needs, answer your questions, and create a customized plan for your business.
Contractor Essentials
per month
$1,000
$350
per month
Transaction Categorization
Organize your transactions for precise Profit & Loss and Schedule C reporting.
Account Reconciliation
Ensure your books are accurate and balanced with regular reconciliation.
Financial Statements & Reports
Stay informed with expertly prepared Profit & Loss Statements, Balance Sheets, and detailed Accounts Payable & Receivable reports.
Customized Financial Scorecard
Track key financial metrics with a scorecard tailored to your business.
