Stop doing your books. Start growing your business.
Every hour spent on the books is an hour not serving your customers. The 20+ hours you spend
on financial tasks every month could be costing you tens of thousands in extra revenue.
Clients come to us with these common challenges.
The Challenge:
Contractors spend 20+ hours each month on financial tasks like reconciling accounts, sending invoices, chasing payments, managing payroll, and prepping for taxes, instead of being in the field or winning new work.
The Impact:
Every hour spent on admin is an hour not spent bidding jobs, running crews, or serving customers. Redirecting those hours back into the field could add six figures of revenue every year.
Our Solution:
We take over the financial operations so your time goes back to what actually grows the business: winning jobs, running your crews, and taking care of customers.
The Challenge:
You file your taxes after the year closes, with no plan to lower the bill, and you don’t even know what you owe until the return is filed. No strategy, no plan, no control.
The Impact:
Missed deductions, expensive penalties, surprise tax bills, and overpaying year after year without even realizing it.
Our Solution:
We put together a tax plan that gives you control, then reduce your bill by identifying every strategy available to your situation and helping you implement each one.
The Challenge:
Deposits, progress billing, retainage, and seasonal swings turn your bank balance into a moving target. You’re never quite sure whether you can cover payroll, buy materials, or take on the next big job.
The Impact:
Without a clear forecast, even profitable months can end in a cash crunch. You delay hiring, pass on work, or float expenses on credit, not because the jobs aren’t there, but because you can’t see what’s coming.
Our Solution:
We build a forward-looking cash flow forecast that accounts for deposits, retainage, and seasonality, so you always know what’s ahead and can plan hiring, purchases, and growth with confidence.
A financial system built around how your business actually runs, with results you can measure.
Transform basic bookkeeping into an accounting system that scales with you
Plan ahead for taxes so you keep more of what you earn
Turn clean numbers into actionable insights to grow your business
Whether you’re an owner-operator or running multiple crews, we have the financial expertise to support your growth.
First 45 days
By the end of Phase 1: clean and up-to-date books, and compliance handled going forward
Months 2-3
By the end of Phase 2: project profitability, proactive tax plan, cash flow forecasting
Ongoing
Ongoing: strategic support; continuous improvement
Our Promise
To serve customers and grow your business.
Know your true margin before taking on more projects.
Plan with confidence, fewer surprises.
Done for you, accurate and up-to-date, every month.
Tax savings you can reinvest in the business.
Dedicated CPA team that reaches out before you ask
15–20 HRS / MONTH
of reclaimed time, every month
Thousands SAVED
in proactive tax savings
Smarter growth
decisions from accurate numbers
We work with remodelers and general contractors, HVAC, plumbing, electrical, roofing, landscaping, flooring, painting, and concrete businesses. Whether you’re an owner-operator or running multiple crews, we can help.
Yes, and it’s one of the most valuable things we do for contractors. We structure your chart of accounts and integrate with your field tools so every job tracks its own materials, labor, subs, and margin. You’ll finally know which work makes money and which doesn’t.
Absolutely. Catch-up and cleanup is a normal first step. We review your current setup, clean up historical periods, and get everything in order before recurring work begins, so you start from a clean, accurate baseline.
We build a forward-looking cash flow forecast that accounts for deposits, progress billing, retainage, and your busy and slow seasons. Instead of guessing whether you can cover payroll or buy that next truck, you’ll see it coming.
Yes. We handle both. Since your business and personal finances are closely connected, managing both lets us optimize your total tax position, not just one side of it.
We start with a discovery call to understand your business and goals, then build a custom proposal within a few days. Once signed, onboarding typically takes 2 to 4 weeks depending on complexity. Most clients see their first deliverables within 30 days.
We respond to all emails within one business day. You’ll have a dedicated team, monthly advisory calls, and direct access to your CPA. We’re proactive communicators; you’ll hear from us before you have to chase us.
Don’t let messy books and tax surprises hold back the business you’ve worked so hard to build.
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