Pricing

Whether you need reliable monthly bookkeeping, improved job-costing visibility, or deeper financial insight, our packages are designed to support contractors and small business owners at every stage of growth.

We believe bookkeeping should do more than keep your books up to date. Our pricing is built to give you the right level of support based on where your business is today, from strong bookkeeping fundamentals to advanced reporting, forecasting, and strategic financial visibility.

Essential

Bookkeeping

Starting at $495

Essential is designed for business owners who want a solid bookkeeping foundation and the peace of mind that comes with knowing their books are being handled consistently each month. This package is a strong fit for businesses that need reliable monthly support, clear financial records, and a clean starting point for future growth.

“Well begun is half done.” — Aristotle

Service

Why it Matters

The Value

Transaction Categorization

Every income and expense is properly classified using a contractor-specific chart of accounts.

Misclassified expenses distort profitability and tax deductions; jobs may not show the true cost.

Accurate reporting, clearer expense tracking, and fewer surprises at tax time.

Account Reconciliation

All accounts are reconciled monthly against the bank and credit card statements to ensure your books match reality, free of errors, missing entries or inconsistencies.

Unreconciled accounts portrait fictitious and unreliable reports.

Confidence in your numbers and clean financial foundation.

Profit & Loss Statement

Clear visibility into revenue, direct costs, and overhead.

Your bank balance does not equal profit.

Understand whether your business is truly profitable.

Balance Sheet Statement

A structured view of your assets, liabilities, and equity. You can see what your business owns, what it owes, and how your financial position is changing overtime.

Your balance sheet impacts bonding, financing, and long-term stability.

Stronger lender relationships and financial credibility.

CPA-Ready Year-End financials

Books maintained throughout the year to reduce tax-time stress.

Messy books increase CPA fees and audit risk.

Lower tax prep costs and smoother filings.

Email Support

We encourage our clients to email us for any inquiries or requests they may have.

Email communication is essential to have a trail in case of an audit.

Helps avoid misunderstandings.

Growth

Operational Controller

Starting at $995

(Includes Essential Package)

Growth is for businesses that need more than basic bookkeeping and want clearer insight into how the business is actually performing month to month. This package is especially valuable for contractors and growing small businesses that want better visibility into margins, project performance, and day-to-day financial health.

“Efficiency is doing things right; effectiveness is doing the right things.”— Peter Drucker

Service

Why it Matters

The Value

Job Costing & Cost Code

We track labor, materials, subcontractors, and job expenses at the project level.

Most Contractors discover overruns after the job is complete.

Real-time profitability visibility and stronger bid accuracy

Project Profitability Reporting

We compare estimated costs to actual performance. You get deeper insight into where the business is making money and where improvements may be needed.

Scope creep and labor inefficiencies silently destroy margins.

Early detection of profit leaks and improved gross margins.

AR & AP Oversight

We monitor receivables and payables to protect working capital.

Cash flow problems often come from slow collections or poor payables timing.

Improved liquidity and reduced financial stress.

KPI Dashboard

We track key metrics including gross margin %, labor %, Overhead %, and breakeven revenue.

Financial statements alone don't show operational performance.

Data-Driven decisions and measurable improvement.

Fixed Asset Tracking & Depreciation

We manage equipment, vehicles, and any major capital asset records.

Equipment-heavy contractors often miss tax-saving opportunities

Optimized depreciation and better capital planning.

Monthly Financial Review Meeting

We review your numbers together and identify risks and opportunities.

Reports without interpretation don't drive results.

Strategic clarity and accountability.

Tax Projection Discussion

Tax opportunities may be identified and discussed with the client.

Thousands of dollars are lost every year for not applying tax advantages

Tax savings.

Thrive

Fractional CFO

Starting at $1,995

(Includes Essential and Growth Packages)

Thrive is built for businesses that want high-level financial visibility and a more strategic partnership around their numbers. This package is ideal for contractors and established businesses that want to make more confident financial decisions with better reporting, stronger planning, and ongoing strategic support.

“Enduring success is built through discipline, vision, and time.”— Tony Caballero

Service

Why it Matters

The Value

Advanced Job Costing

Deep variance review to identify inefficiencies and margin gaps.

Small percentage leaks compound across multiple projects.

Margin expansion and improved project ROI

Cash Flow Forecast

Forward-looking projections of inflows and outflows so you can plan confidently any future spending.

Growth without forecasting creates cash crises.

Confident hiring, equipment purchases, and expansion decisions.

Annual Budget Creation

A structured financial roadmap aligned with revenue goals.

Reactive growth leads to unstable profitability.

Disciplined scaling and measurable targets.

Budget vs Actual Variance Analysis

Ongoing comparison between planned and actual performance so you can make adjustments sooner.

Unchecked variance erodes profitability.

Faster course correction and improved forecasting accuracy.

Work-In-Progress (WIP) Reporting

Accurate tracking of earned vs billed revenue. Active jobs are monitored to provide a clearer financial view of work currently underway.

Improper WIP distorts profitability and bonding capacity.

Reliable financials and stronger lender confidence.

Vendor & Subcontractor Performance Tracking

Cost pattern analysis and margin impact review. Outside labor and vendor related costs are tracked more closely.

Inconsistent subcontractor performance reduces profit.

Better negotiations and cost containment.

Quarterly Strategic Planning Sessions

High-Level financial strategy sessions.

Contractors often operate tactically instead of strategically.

Clear growth direction and risk mitigation.

Profit Improvement Roadmap

We identify specific financial levers to increase net income.

Even a 2-3% margin increase dramatically improves take-home profit.

Higher profitability and stronger long-term valuation.

Custom Quote Services

Bookkeeping Cleanup — Ideal for books that are disorganized, inaccurate, or no longer reflect the true financial position of the business. Pricing starts at $1,500 and may increase based on the number of months behind, reconciliations needed, payroll activity, loans, and correction work required.
Catch-Up Bookkeeping — Designed for businesses that have fallen behind and need prior months brought current before ongoing monthly service can begin. Pricing typically starts at $1,500 for up to 3 months, with larger backlogs priced after review.
QuickBooks Setup — Best for new businesses or companies needing a clean chart of accounts, organized workflows, and a proper bookkeeping foundation in QuickBooks Online. Pricing starts at $500 for a basic setup, with more advanced builds quoted separately.
1099 Preparation and Filing — Includes review of vendor records, preparation support, and filing coordination for eligible contractors. Pricing can start at $225 plus $25 per form, although simpler filing-only services may be lower when all data is already complete.
Job Costing Setup — Built for contractors and project-based businesses that need better tracking of labor, materials, subcontractors, and profitability by job. Pricing is provided by custom quote after review because setup depends heavily on your current structure, reporting needs, and workflow complexity.

Note: All prices provided are for informational purposes only. Final price will be provided after a complete review of financials and supporting documents.

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.