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Choose Your Price Package
All of our plans are monthly packages
Essentials
500$Every monthFoundational accounting for contractors and small businesses. Monthly bookkeeping, financial statements, QuickBooks support, and tax prep.- Dedicated accountant
- Monthly bookkeeping
- Reconciliation of up to 2 bank/credit card accounts
- Up to 150 monthly transactions
- Monthly financial statements (P&L, balance sheet)
- QuickBooks setup, support, and maintenance
- Basic job costing support
- Annual business tax return preparation
- Email support
- Quarterly check-in calls
- Best Value
Growth
1,000$Every monthScalable accounting for growing contractors and construction companies. Everything in Essentials plus AIA billing, payroll, and strategy calls.- Everything in the Essentials plan
- Reconciliation of up to 4 bank/credit card accounts
- Up to 300 monthly transactions
- AIA billing support and tracking
- Subcontractor payment tracking
- 1099 processing (up to 10 contractors)
- Accounts receivable and payable management
- Quarterly tax projections and estimated payments
- Payroll support
- Lien waiver tracking
- Monthly strategy calls
- Priority email and phone support
Strategic Partner
2,000$Every monthFull-service accounting and fractional CFO for established construction businesses. Everything in Growth plus WIP reporting, forecasting, and bonding support.- Everything in the Growth plan
- Reconciliation of up to 6 accounts plus loan accounts
- Unlimited monthly transactions
- Full AIA billing management
- Job costing and work-in-progress (WIP) reporting
- Cash flow forecasting and financial modeling
- Budget creation and variance analysis
- Change order financial tracking
- Board-ready and bonding-ready financial reporting
- Monthly financial strategy reviews
- Dedicated point of contact
- Historical bookkeeping catch-up (up to 2 years)
- Sales tax compliance and filing
- 1099 processing (up to 25 contractors)
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