Complete Financial Clarity for Trades, Contractors & Service Pros
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Price: Starting at $600/month
The foundation of a profitable, scalable contracting business.
Running a job site is hard enough—you shouldn’t have to spend your evenings worrying if your numbers are right. We take the entire bookkeeping workload off your plate so you can focus on building and growing.
What’s Included:
Monthly transaction categorization & bank reconciliation
Job costing & margin tracking (know exactly which projects are making you money)
Accounts payable & receivable tracking
Clear, easy-to-understand monthly financial reports (P&L, Balance Sheet, Cash Flow)
Year-end tax-ready reports for your CPA
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Seamless, automated payroll tailored for contractors and service teams.
We partner exclusively with Gusto to provide streamlined, error-free payroll processing for your crew and office staff.
What’s Included:
Full setup and management on Gusto
Direct deposit & automated tax filings/deposits
Contractor (1099) and Employee (W-2) payments
Multi-state payroll compliance and time-tracking integration
Workers’ comp integration
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Turn your financial data into smart decisions, higher profits, and seamless growth.
Ready to scale your crew, buy new equipment, or increase your profit margins? Bookkeeping shows you where you’ve been; Advisory shows you where you’re going. We act as your fractional CFO to guide your business toward sustainable profitability.
What’s Included:
Cash flow forecasting & budgeting
Profit margin analysis by job type or trade
Monthly or quarterly strategic CFO check-ins
Key Performance Indicator (KPI) tracking
Growth planning & tax-saving strategies with your CPA
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