Accounting Built for the Realities of Construction Businesses
You build the projects. We keep the numbers clear so you’re not guessing when decisions need to be made.
BUILT FOR CONSTRUCTION BUSINESSES THAT RUN ON PROJECTS
Construction and specialty trade contractors run on jobs, not steady monthly revenue.
You’re managing multiple jobs at once. Labor, materials, subcontractors, billing schedules, and payroll don’t always line up. Cash timing matters.
When your numbers aren’t organized around real jobs and real costs, it’s hard to see which work is performing and what needs attention.
That’s why our ongoing CPA services are built specifically for project-based construction businesses.
Electricians
Plumbers
HVAC & Mechanical Contractors
Framers
Carpenters
Concrete & Mason Contractors
Roofers
General Contractors
Remodelers
Builders
Construction-focused real estate investors
and more
As the Work Moves, the Numbers Must Keep Up
Construction business owners don’t struggle because they aren’t working hard enough.
They struggle when the numbers fall behind the work.
When the books fall behind, it’s harder to see what’s actually happening.
When you can’t clearly see what’s happening, tax planning turns reactive.
When tax planning turns reactive, cash feels tight.
When cash feels tight, decisions slow down.
Clarity doesn’t come from a one-time cleanup.
It comes from keeping your numbers current as your business moves.
PACKAGES AND PRICING
As your construction business grows, the numbers get more complex. More jobs, more payroll, and more moving parts mean your financials must stay clear and current.
Our services are built in structured tiers that increase visibility and involvement as your operations expand. Because we manage your bookkeeping and reporting, your numbers stay organized and up to date rather than becoming a tax-time project.
These packages are designed for established construction and specialty trade contractors managing multiple active jobs. When additional operational or compliance support is needed, services can be added and scoped separately.
Every engagement begins with an Initial Diagnostic to review your records and determine the right level of support. From there, we move into a structured onboarding phase where we stabilize your books, build the right systems, and test everything before ongoing monthly services begin.
Foundation
Financial Clarity and Compliance
Built For
Construction businesses starting around $500K in annual revenue that want clean books and tax filings handled correctly.
What it is
A core compliance package that keeps your records organized and your tax filings done on time.
What you get
Weekly transaction categorization to keep your books current
Reconciled financial statements
Annual business and personal tax preparation, including 1099s
Proactive tax planning
Email access with a 2-business day response
So that
You focus on the job site knowing your filings are accurate and your records are current.
As job volume and complexity grow, many Foundation clients expand into Growth — but Foundation is built to be the right starting point, not a stepping stone.
INVESTMENT STARTING AT $1,200/MONTH
Most clients invest approximately $1,500/month
Growth
Job-Level Visibility for Profitable Growth
(Most Common Starting Point)
Built For
Established businesses starting around $1M in annual revenue with growing crews and multiple active projects.
What it is
A visibility package that helps you see project performance and cash cycles while work is still in progress.
What you get
Includes everything in Foundation, plus:
Job costing and WIP tracking so you can see how each project is performing while work is in progress
Project budgets updated as actual costs are recorded
Rolling 13-week cash flow forecast to anticipate upcoming cash needs
Standard KPI dashboard highlighting your key financial drivers
Payroll coordination and oversight so labor costs are recorded properly and reflected in job performance
Quarterly or monthly planning sessions focused on active jobs and cash flow
24-hour email response during business days
So that
You know which jobs are making money, your cash feels steadier, and your decisions feel more grounded.
This is where most construction businesses experience the greatest transformation.
INVESTMENT STARTING AT $2,500/MONTH
Most clients invest approximately $3,200/month
Elite
High-involvement strategic support
(Limited Availability)
Built For
Owners approaching $2.5M in annual revenue and beyond who are managing high volume, multiple crews, and complex schedules.
What it is
A high-level partnership where we act as a close advisor for major financial moves and strategy.
What you get
Includes everything in Growth, plus:
More frequent WIP and budget updates for tighter control of active projects
Closer cash flow monitoring to stay ahead of large financial movements
Scenario planning for hiring, equipment purchases, pricing changes, and expansion
Customized KPI dashboards tailored to your business operations
Monthly strategy sessions focused on higher-level financial decisions
Direct CPA access by phone, text, and email during business hours
So that
You understand the financial impact of major decisions before you move so growth feels steady and intentional.
INVESTMENT STARTING AT $4,000/MONTH
Most clients invest approximately $5,000/month
Not Quite there yet?
If your construction business is still growing, you’re not too early to get things set up right.
We help earlier-stage contractors through simplified packages designed to get things set up correctly from the start. That includes clean books, early job tracking, and smart tax habits before growth creates confusion or costly mistakes.
The questionnaire helps us determine the right starting point and whether now is the right time to work together.
Who We’re a Fit For
- You run a construction or specialty trade business managing multiple active jobs
- You’re managing multiple active jobs
- You’re looking for ongoing support, not a one-time project
- You value proactive guidance instead of reactive cleanup
- You’re comfortable working within structured service packages
- You’re open to improving your systems if it leads to clearer numbers
We work best with business owners who want structure, clarity, and steady support, not just someone to file forms.
We’re Not the Right Fit If
- You’re shopping for the lowest price
- You only want a one-time tax return or cleanup
- You're looking for someone to hand everything off to without staying involved in your numbers
- You're not open to changing how your books and systems are organized
- You don’t want to use structured accounting and payroll systems
This allows us to stay focused, responsive, and fully engaged with the clients we serve.
OUR PROCESS
How We Work Together
We work with established construction business owners who want their numbers handled properly. Our structured process ensures the right fit and sets everything up correctly from the start.
1
Complete Questionnaire
Start by completing a short intake so we can understand your business and current setup before scheduling a call.
2
Discovery Call
A focused conversation to confirm fit, understand your goals and challenges, and determine whether we can genuinely help you move forward with confidence.
3
Initial Diagnostic
A paid assessment of your books and systems to identify gaps, cleanup needs, and what must be addressed before ongoing services begin.
4
Onboarding
We clean up the books, align your systems, and complete any setup work required so everything is ready for consistent support.
5
Monthly Services
With everything in place, we move into ongoing bookkeeping, reporting, tax coordination, and financial guidance based on your selected tier.
You don’t need perfect books to get started. We meet you where you are and guide you through each step.
Frequently Asked Questions
Do you work with construction businesses nationwide?
Yes. We work with construction businesses across the U.S. through a fully virtual process.
How is cost and job accounting different from regular bookkeeping?
Regular bookkeeping shows total income and expenses after the fact. Job costing shows you which projects are actually making money while work is still happening.
We track costs by job, monitor billing and progress, and account for overhead so you can see what’s profitable, what’s not, and where margins are slipping before it’s too late to fix them.
Do you work with my trade or type of contractor?
Yes, we work with general contractors, electricians, plumbers, HVAC, roofers, subcontractors, builders, and more. If your work is project based, we can help.
Do you work with real estate investors too?
Yes, if your investing is construction led, like flips, builds, or small developments. If your projects involve job costing, project tracking, and tax planning around construction activity, we can help.
Do you speak Spanish?
Si, se habla español.
What if my books are messy or I’m behind on bookkeeping?
That’s common, and it’s not a problem.
You don’t need perfect books to get started. We review where things stand, clean up what’s needed, and get your numbers accurate and current so we can move forward with confidence.
Do you work with startups?
Yes. We help construction startups set up their books and tax structure the right way from the beginning so growth doesn’t turn into chaos later.
Do you integrate with my construction software?
Yes, we work in QuickBooks Online and integrate with common construction tools like Buildertrend, JobTread, Knowify, and more.
Do I need to transition my bookkeeping to you?
Yes. Clean, consistent bookkeeping is the foundation for job profitability, cash flow visibility, and accurate taxes.
To provide reliable guidance, bookkeeping needs to be handled within our process so the numbers stay accurate and consistent throughout the year.
Do you also prepare tax returns?
Yes, we prepare federal and state tax returns for construction businesses and construction led real estate entities.
Can you only do my tax return without monthly services?
No. We do not offer one-off tax return preparation. Tax returns are provided only as part of an ongoing package so books stay clean, tax decisions are proactive, and surprises are minimized.
Do you charge hourly?
No. All pricing is flat-rate and transparent, based on the level of ongoing support you choose. There are no hourly bills or surprise invoices.
How are you different from any other generic CPA?
Most generic CPAs focus on total income minus expenses to file the return and move on. We are construction-focused. Job profitability, cash flow timing, and tax impact are built into our work year-round so the numbers are actually useful, not just filed.
What is the initial diagnostic?
It is a paid, in-depth assessment of your books, job costing, and tax setup to identify what’s broken, what may be costing you money, and what needs to be addressed before moving into ongoing support.
Is there a long-term contract?
No. Our services are month to month, and you can cancel at any time.
Why Your Construction Business Feels Broke
A practical guide to the cash flow mistakes holding contractors back — and what to do about them.