Accounting for Contractors & Trades
Know where the business stands, understand where cash is going, and make informed decisions with confidence.
Accounting for CONTRACTORS & Trades
Know where the business stands, understand where cash is going, and make informed decisions with confidence.
Accounting for CONTRACTORS & Trades
Know where the business stands, understand where cash is going, and make informed decisions with confidence.
YOUR BUSINESS IS MOVING FAST. THE FINANCIAL SIDE SHOULD KEEP UP.
YOU’RE MANAGING JOBS, CREWS, MATERIALS, SCHEDULES, CUSTOMERS, AND EVERYTHING ELSE THAT COMES WITH RUNNING A CONSTRUCTION BUSINESS.
Cash flow moves unevenly. Priorities shift quickly. And when the numbers are behind, it becomes harder to confidently understand what’s actually happening inside the business.
GOOD BOOKS ARE JUST THE BEGINNING.
Reliable numbers matter. Clear visibility into cash flow matters. Understanding which jobs are actually profitable matters. And issues need to be addressed before they become expensive problems.
Most accounting firms are built around tax season. This one is built around your business.
THAT’S WHERE I COME IN.
At EP Accounting and Advisory, the goal is to help contractors and trade business owners maintain current financials, understand business performance, and make informed decisions with greater confidence.
HOW I HELP
ACCOUNTING SUPPORT THAT GROWS WITH YOUR BUSINESS.
Whether you need reliable bookkeeping, greater visibility into the numbers, or ongoing financial oversight, I'm here to help you understand where the business stands and make informed business decisions with confidence.
If cleanup, catch-up, or system setup is needed first, that's identified during the Assessment and addressed before ongoing support begins.
MONTHLY BOOKKEEPING
Bookkeeping basics, done right.
For the contractor whose books are behind, or handled by someone who doesn’t know construction.
Typical support may include:
- Transaction categorization – coded to the job, not a generic chart of accounts
- Job cost tracking – a monthly snapshot of what each job cost to build
- Bank and credit card reconciliations – to ensure nothing gets missed
- Monthly financial statements – know where the business stands financially
- Year-end financial package – ready for your tax preparer ahead of time, so nothing gets missed or rushed at filing
- Email access – direct line to me, not a portal or a team you’ve never met
WEEKLY ACCOUNTING
Your outsourced accounting function.
For the contractor who needs to see what’s happening now, not after the month closes.
Typical support may include:
- Everything in Monthly Bookkeeping, plus:
- Job cost updates by week – see how a job is trending while there’s still time to act, not just what it cost once it’s done
- 13-week cash flow forecast – updated weekly or biweekly, so you can see what’s coming before it’s a problem
- Accounts receivable and payable visibility – cash flow decisions made ahead of time
- Invoicing support – back-office work taken off your plate
- Weekly check-in – questions answered before they pile up
CONTROLLER SERVICES
Advisory-level financial partnership.
For the contractor who’s growing, may need bonding, or has a CFO or advisor who needs better numbers to work with.
Typical support may include:
- Everything in Weekly Accounting, plus:
- Job-by-job profit comparison – see which jobs to bid more of and which to walk away from, based on real margin, not gut feel
- Strategy meetings, monthly or weekly – time set aside specifically to talk through where the business is headed, not just where it’s been
- Tailored dashboard – the handful of numbers that matter most to your business, in one place, so you’re not hunting for them
- Bonding and lending support – financials kept current and organized, so you’re prepared for those conversations whenever they come up
- Decision support – using your numbers to guide hiring, pricing, or new investments
Reliable bookkeeping is where the relationship starts. Understanding the numbers is where the value grows.
Not sure which level fits? The Discovery Call and Assessment determine that, and your proposal is scoped and priced around it.
All pricing is flat-rate and transparent. No hourly billing, so you’re never wondering if an invoice is fair or what a quick question is going to cost you.
What changes when working with me?
A few things that shape how this firm operates and what that means for you.
BUILT FOR CONTRACTORS & TRADES
Support designed around jobs, labor, materials, cash flow, and the realities of running a construction business.
YOUR FINANCIALS STAY CURRENT
No more waiting weeks after month-end to understand where things stand. The goal is organized, usable financial information that stays close to what's happening in the business.
MORE VISIBILITY INTO CASH FLOW & PROFITABILITY
Current financials make it easier to understand where cash is moving, which jobs are performing well, and where decisions may need closer attention.
DIRECT COMMUNICATION
You'll work directly with me throughout the relationship. No layers of staff and no wondering who to call when questions come up.
ACCOUNTING BUILT WITH TAX PLANNING IN MIND
With more than 10 years of tax preparation and planning experience, I understand how bookkeeping decisions affect taxes, cash flow, and long-term planning. For recurring clients, tax preparation and planning may be part of the engagement, so current financials directly support better decisions throughout the year, not just at filing time.
CONSTRUCTION EXPERIENCE BEYOND ACCOUNTING
I also co-own a construction company with my husband. That experience gives me firsthand insight into the operational side of running a contractor business and shapes how I support clients.
HI, I'M ESTHER
CPA, trusted accounting and advisory partner for contractors and trade businesses.
I built EP Accounting & Advisory after years in public accounting and firsthand experience operating a construction business alongside my husband.
Over time, I kept seeing the same thing. Business owners were working hard, growing steadily, and still making important decisions without financials they fully trusted. Not because they didn’t care about the numbers, but because the financial side of the business was always behind the pace of everything else.
My husband and I own a construction business focused on renovations, new construction, and investment projects. That experience shaped how I think about cash flow, profitability, job costs, and the realities of running a business where decisions can’t wait until month-end.
I work with clients in both English and Spanish. I intentionally keep this a smaller, relationship-driven firm so clients receive direct communication, consistent support, and an accounting partner who stays connected to what’s actually happening inside the business.
I live just outside of Bryan-College Station, Texas with my husband and our four kiddos. Life is full and busy in the best way, which is probably why I value calm, organized systems so much both in business and at home.
HI, I'M ESTHER
CPA, trusted accounting and advisory partner for contractors and trade businesses.
I built EP Accounting & Advisory after years in public accounting and firsthand experience operating a construction business alongside my husband.
Over time, I kept seeing the same thing. Business owners were working hard, growing steadily, and still making important decisions without financials they fully trusted. Not because they didn’t care about the numbers, but because the financial side of the business was always behind the pace of everything else.
My husband and I own a construction business focused on renovations, new construction, and investment projects. That experience shaped how I think about cash flow, profitability, job costs, and the realities of running a business where decisions can’t wait until month-end.
I work with clients in both English and Spanish. I intentionally keep this a smaller, relationship-driven firm so clients receive direct communication, consistent support, and an accounting partner who stays connected to what’s actually happening inside the business.
I live just outside of Bryan-College Station, Texas with my husband and our four kiddos. Life is full and busy in the best way, which is probably why I value calm, organized systems so much both in business and at home.
How it works
A simple process designed to create clarity from the start.
Every business is different, which is why I don’t make recommendations before understanding where things stand.
01. Discovery call
We start with a conversation. You’ll share what’s working, what’s frustrating you, and what kind of support you’re looking for. This is where I learn more about your business and determine whether we’re a good fit to work together.
02. Assessment
Just like inspecting a job site before creating a plan, I take a closer look at your books, systems, workflows, and financial processes. You’ll receive my findings, recommendations, and a proposal outlining the best path forward, including the recommended services and investment.
03. Getting Started
Once you’re ready to move forward, I’ll get everything set up and begin the work. Whether that means a cleanup project or jumping straight into ongoing service, we’ll build a solid financial foundation for your business.
How it works
A simple process designed to create clarity from the start.
Every business is different, which is why I don’t make recommendations before understanding where things stand.
01. Discovery call
We start with a conversation. You’ll share what’s working, what’s frustrating you, and what kind of support you’re looking for. This is where I learn more about your business and determine whether we’re a good fit to work together.
02. ASSESSMENT
Just like inspecting a job site before creating a plan, I take a closer look at your books, systems, workflows, and financial processes. You’ll receive my findings, recommendations, and a proposal outlining the best path forward, including the recommended services and investment.
03. Getting Started
Once you’re ready to move forward, I’ll get everything set up and begin the work. Whether that means a cleanup project or jumping straight into ongoing service, we’ll build a solid financial foundation for your business.
How it works
A simple process designed to create clarity from the start.
Every business is different, which is why I don’t make recommendations before understanding where things stand.
01. Discovery call
We start with a conversation. You’ll share what’s working, what’s frustrating you, and what kind of support you’re looking for. This is where I learn more about your business and determine whether we’re a good fit to work together.
02. Assessment
Just like inspecting a job site before creating a plan, I take a closer look at your books, systems, workflows, and financial processes. You’ll receive my findings, recommendations, and a proposal outlining the best path forward, including the recommended services and investment.
03. Getting Started
Once you’re ready to move forward, I’ll get everything set up and begin the work. Whether that means a cleanup project or jumping straight into ongoing service, we’ll build a solid financial foundation for your business.
Good work starts with the right match
At EP Accounting & Advisory, I do my best work with business owners who care about where their numbers stand and want a CPA who stays connected throughout the year, not just at filing time.
Here’s where the pieces tend to fit.
✓ Ready for better systems
You’re looking for more organized financials, cleaner processes, and less uncertainty around the numbers.
✓ Contractors & trades
Your business revolves around projects, jobs, labor, materials, schedules, and managing multiple moving parts at once.
✓ Year-round support
You value current financials and having access to a CPA throughout the year, not just during tax season.
✓ Using the numbers to make decisions
You want financial information that helps you make decisions with greater confidence, not just reports sitting in your inbox.
✓ Ready for what’s next
Whether you’re hiring, growing, improving profitability, or simply trying to get more organized, you’re looking for support that grows with your business.
Good work starts with the right match
At EP Accounting & Advisory, I do my best work with business owners who care about where their numbers stand and want a CPA who stays connected throughout the year, not just at filing time.
Here’s where the pieces tend to fit.
✓ Ready for better systems
You’re looking for more organized financials, cleaner processes, and less uncertainty around the numbers.
✓ Contractors & trades
Your business revolves around projects, jobs, labor, materials, schedules, and managing multiple moving parts at once.
✓ Year-round support
You value current financials and having access to a CPA throughout the year, not just during tax season.
✓ Using the numbers to make decisions
You want financial information that helps you make decisions with greater confidence, not just reports sitting in your inbox.
✓ Ready for what’s next
Whether you’re hiring, growing, improving profitability, or simply trying to get more organized, you’re looking for support that grows with your business.
Good work starts with the right match
At EP Accounting & Advisory, I do my best work with business owners who care about where their numbers stand and want a CPA who stays connected throughout the year, not just at filing time.
Here’s where the pieces tend to fit:
✓ Ready for better systems
You’re looking for more organized financials, cleaner processes, and less uncertainty around the numbers.
✓ Contractors & trades
Your business revolves around projects, jobs, labor, materials, schedules, and managing multiple moving parts at once.
✓ Year-round support
You value current financials and having access to a CPA throughout the year, not just during tax season.
✓ Using the numbers to make decisions
You want financial information that helps you make decisions with greater confidence, not just reports sitting in your inbox.
✓ Ready for what’s next
Whether you’re hiring, growing, improving profitability, or simply trying to get more organized, you’re looking for support that grows with your business.
SERVING CLIENTS IN ENGLISH & SPANISH
All accounting and bookkeeping services are available in both English and Spanish.
Todos nuestros servicios están disponibles en español.
Agende una consulta para hablar sobre las necesidades de su negocio. Será un placer atenderle.
SERVING CLIENTS IN ENGLISH & SPANISH
All accounting and bookkeeping services are available in both English and Spanish.
Todos nuestros servicios están disponibles en español.
Agende una consulta para hablar sobre las necesidades de su negocio. Será un placer atenderle.
Common Questions
Do you prepare tax returns?
Yes, tax preparation and planning is available for recurring clients, depending on the engagement. Some clients prefer to keep tax prep separate, and that’s completely fine. If you’d like a referral, I’m happy to recommend a trusted CPA.
What if my books are behind?
That’s more common than you might think. During the assessment, we’ll determine what needs attention and build a plan for getting everything back on track.
Do I have to be local to work with you?
No. While I’m based in Texas, I work with clients remotely throughout the United States.
What if I already have a bookkeeper?
That’s something we discuss during the discovery process. In some cases I build around what’s already in place. In others, I take over the accounting function more directly.
Do you only work with contractors and trades?
Contractors and trades are my primary focus, but I also work with other project-based and service-based businesses that are a good fit.
Common Questions
Do you prepare tax returns?
Yes, tax preparation and planning is available for recurring clients, depending on the engagement. Some clients prefer to keep tax prep separate, and that’s completely fine. If you’d like a referral, I’m happy to recommend a trusted CPA.
What if my books are behind?
That’s more common than you might think. During the assessment, we’ll determine what needs attention and build a plan for getting everything back on track.
Do I have to be local to work with you?
No. While I’m based in Texas, I work with clients remotely throughout the United States.
What if I already have a bookkeeper?
That’s something we discuss during the discovery process. In some cases I build around what’s already in place. In others, I take over the accounting function more directly.
Do you only work with contractors and trades?
Contractors and trades are my primary focus, but I also work with other project-based and service-based businesses that are a good fit.
WHAT CLIENTS ARE SAYING
WHAT CLIENTS ARE SAYING
Let’s build something solid together
Whether you’re just getting started, growing steadily, or scaling into the next stage, you deserve financial support that helps you move forward with more clarity and confidence.
I’m here to help.
Let’s build something solid together
Whether you’re just getting started, growing steadily, or scaling into the next stage, you deserve financial support that helps you move forward with more clarity and confidence.
I’m here to help.