What We Offer
What We Offer
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Whether you just landed your first contract or you're managing a full crew and ready to scale, we have a service built for exactly where you are right now.
Running a construction business is hard enough
Chasing invoices, managing job costs, keeping crews paid, and still wondering if you actually made money this month
Every service we offer is designed to meet you at your current stage and grow with you as your business does.
Find your tier and let's get your books working as hard as you do.
Tier 1: Getting Started
Tier 1: Getting Started
You launched your contracting business. Get your foundation built right.
Relevant Services Offered:
Setup Kick Off
Let's set up your finances properly so you're not untangling a mess six months from now. We help you choose the right platform, configure your accounts, and connect all the syncs you need — invoices, job costs, payroll.
Done For You Business Filing
Your annual state filing is easy to overlook — until it's too late. We handle it for you, every year, on time, so your LLC protection stays intact.
Tier 2: Gaining Your Ground
Tier 2: Gaining Your Ground
You've been at it about a year. Time to build the systems.
Relevant Services Offered:
Bookkeeping Answers
Books not reconciling? Not sure if your invoicing is right? Confused about job costing? Book a 60-minute live session and get straight answers — any platform, no judgment.
Backseat Bookkeeping Session
Want to keep your own books but need someone to show you how? We ride along and guide you. One-on-one, live, at your pace — customized around your trade business. Structured for beginners, flexible for experienced users
Tier 3: Finding Balance
Tier 3: Finding Balance
The books are behind and you know it. No judgment — let's fix it.
Relevant Services Offered:
Clean Up My Books
Behind on your books? Accountant breathing down your neck? We get in there, clean it up, and get everything tax-ready — on a timeline and budget you control.
Bookkeeping Deep Dive
Not sure if your books are actually in good shape? In one hour, we review everything — settings, categorizations, reconciliations, reports. Two days later, you get a written report with every red flag and exactly what to do about it.
Tier 4: Hitting Stride
Tier 4: Hitting Stride
You're established and busy. Time to hand off the books.
Relevant Services Offered:
Drive Thru Bookkeeping Session
Not ready for a monthly retainer but tired of the quarterly scramble? Show up with your statements, watch us do the work live, and leave with reconciled books and reports in hand.
Essentials Monthly Bookkeeping
We take care of everything: transaction categorization, account reconciliation, quarterly financials, and your annual report for your accountant. Plus an annual Strategy Session to review where your business stands.
Tier 5: Growth Mode
Tier 5: Growth Mode
You're not just running a business — you're building one.
Relevant Services Offered:
Premium Monthly Bookkeeping (Full-service bookkeeping — invoicing, payroll, and bills included.)
Ready to hand off more than just the reconciliation? We take over your invoicing, payroll submissions, and bill payments — plus a monthly accounting report and Quarterly Strategy Sessions.
Platinum Monthly Bookkeeping (Full-charge bookkeeping with financial analysis)
You need more than clean books — you need insight. Platinum adds financial planning and analysis to the full monthly service, so you always know where your margins are and what levers to pull to keep growing.
Fractional CFO Service (CFO-level strategy — without the CFO salary)
We build a Monthly Financial Dashboard from your existing books and work with you in Monthly Strategy Sessions to build a financial plan that drives real decisions.
Built for established contractors ready to stop flying blind and start building with intention.
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