True Financials For Contractors and Small Businesses

  • Job-Costing Clarity

  • Increased Net Profits

  • Stronger Cash Flows

  • Data-Driven Decisions

  • Tax-Ready Financials

Monthly Bookkeeping Services

We help contractors and small business owners keep their finances organized, accurate, and easy to understand so they can spend less time worrying about the books and more time running the business. We handle the day-to-day bookkeeping work, including transaction categorization, account reconciliations, profit and loss statements, balance sheet reporting, and ensuring the books stay clean and CPA-ready throughout the year.

Controller Job Costing Support

As your business grows, we also help you go beyond basic bookkeeping by tracking job costing, reviewing project profitability, fixed asset tracking, depreciation tracking, financial statement analysis and review with the client, identify tax opportunities when possible, and keeping an eye on accounts receivable / payable so you have a clearer picture of where your money is going and how each job is performing.

Fractional CFO Insight

For businesses that need more financial insight, we provide advanced job costing analysis, budgeting, cash flow forecasting, cost allocation, vendor and subcontractor tracking, work-in-progress snapshots, and strategic planning conversations that help you make better decisions with confidence.

Who We Help

Contractors & Trades

Built for contractors who need organized books, clearer job costs, and better cash flow visibility.

Home-Service Businesses

Perfect for busy service pros who want clean books without spending hours on paperwork.

Small Business Owners

Ideal for owners who need accurate monthly financials and simple reports they can actually use.

Why Choose Us

Industry Experience

Over 25 years of experience in the Tax and Accounting field, focusing on growing real-world businesses

Contractor-Friendly Reports

We translate your numbers into job profitability and cash flow.

Simple straighforward communication

Clear, honest, and active communication with fast responses to your questions.

Reliable & On-Time

Monthly close on a set schedule, so you always know where you stand.

How It Works

1) Book a Free Call

Tell us about your business and current books.

2) We Build your Plan

We recommend the right package and clean up scope.

3) You Get Clean Books

We handle the numbers, you focus on jobs and growth.

PRICING

Choose Your Plan

ESSENTIAL

Bookkeeping

Starting at

$495/month

Solid financial foundation. No surprises. No mess at tax time.

  • Transaction Categorization

  • Account Reconciliation

  • Profit & Loss Statement

  • Balance Sheet Statement

  • Email Support

  • Year-End CPA Ready Books

No contracts - cancel with 30 days notice

Most Popular

GROWTH

Operational Controller

Starting at

$995/month

Know which jobs make money, and which ones quietly drain it.

  • Everything included in Essential

  • Job Costing Tracking

  • Project Profitability Reporting

  • Accounts Receivable Tracking

  • Accounts Payable Tracking

  • Fixed Asset Management

  • Depreciation Tracking

  • Financial Statement Analysis

  • Monthly Financial Review Call

  • KPI Dashboard

  • Basic Tax Projection Discussion

No contracts - cancel with 30 days notice

Thrive

Fractional CFO

Starting at

$1,995/month

Strategic financial leadership, without hiring a full-time CFO

  • Everything included in Growth

  • Advanced Job Costing Analysis

  • Cash Flow Forecasting

  • Budget Creation

  • Budget vs Actual Reporting

  • WIP Reporting

  • Vendor / Subcontractor Tracking

  • Quarterly Strategic Planning

  • Profit Improvement Roadmap

No contracts - cancel with 30 days notice

Ready for clean, contractor-smart financials?

Are you ready to stop chasing receipts, fixing messy books, and wondering where your profit went? We give contractors and small business owners clean financials, accurate reporting, and dependable support so you can focus on jobs, customers, and growth. Hit the button below and let's build a smart, structured system that works for your business.

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