Monthly Service Packages

Apprentice

Just you and a truck.

$900

PER MONTH

  • Monthly Bookkeeping
  • Account Reconciliation
  • Basic Quarterly Reports
  • 20% Off CFO Strategy Sessions
  • Email Support
  • Text Support
Journeyman

You and a crew.

$1,800

PER MONTH

  • Bi-Weekly Bookkeeping
  • Account Reconciliation
  • Basic Monthly Reports
  • Annual CFO Strategy Session Included
  • 20% Off CFO Days
  • Email + Text Support
Craftsman

Multiple crews.

$2,800

PER MONTH

  • Weekly Bookkeeping
  • Account Reconciliation
  • Monthly + Quarterly Financial Statements
  • Margins By Service Line
  • Quarterly CFO Strategy Session Included
  • Annual CFO Day
  • Email + Text Support
  • Annual Income Tax Support
Master

Crews and office staff.

$4,200

PER MONTH

  • Daily Bookkeeping
  • Account Reconciliation
  • Monthly + Quarterly Financial Statements
  • Margins By Service Line
  • Monthly CFO Strategy Session Included
  • Quarterly CFO Day
  • Monthly Data Cleanup
  • Priority Email + Text Support
  • Quarterly Income Tax Support
  • Annual Internal Audit

Monthly Add-On Services

Add to your base package to create the perfect combo for your custom situation.

Accounts Receivable

+$1,200/mo

Automated invoice delivery, due-date reminders, and a friendly cadence of follow-ups.

Sub Compliance

+$200/mo

Collect a W-9 and COI for every sub, plus contact info for 1099-NEC filing at tax time.

Accounts Payable

+$800/mo

Manually pay vendor, warehouse, and contractor invoices, on time.

Job Costing

+$1,200/mo

Materials, labor, drive time, and subs tracked by job for individual job profit margins.

Payroll Management

+$100 base, $15/employee

Weekly or bi-weekly payruns, time tracking, child support compliance, worker's comp audit support.

Profit First Cashflow Management

+$75/mo

Manual allocation transfers, owner’s compensation distributions, payroll cushion savings, and tax savings.

Federal Income Tax Management

+$25/mo

Set up owner IRS personal tax account, calculate and remit monthly/quarterly estimated tax payments. 

Budgeting + Reporting

+$200/mo

Set job budget, track actuals, provide weekly updates and trends. 

Ready? Have questions?

A La Carte Services

One-time services, no package subscription required.

Accounting Catchup

$900

**Per month behind.**

  • Sort transactions to correct accounts, standardize categorization
  • Match receipts + invoices, ensure report accuracy
  • Clean up accounts
  • End of catch-up-period financial statements

CFO Session

$150/hr

For owners who just need to talk it through.

  • Diagnose growth plateaus and strategize for scale
  • Plan for outcomes with step-by-step tasks
  • Custom roadmap to track your progress

CFO Day

$2,500

One 5-hr day completely devoted to you.

  • Standardize your bid template based on real margins
  • Implement a financial system, like budgeting or payroll
  • Set up best-practice financial SOPs so all your guys work from the same process

Job Costing Setup

$900

Required for job costing service.

  • Industry-specific chart of accounts
  • Import + configure services and fees
  • Projects, locations, tags, and class structure for tracking

Business Registration

$75

Clerical-only paperwork. Not legal advice.

  • File articles of organization
  • Register DBA (if applicable)
  • Apply for EIN #
  • Set up tax accounts with appropriate govt entities

Annual Tax Filing

$800-2,000

Business tax + income tax filing for owner.

  • LLCs, partnerships, and S-corp filing
  • Itemized business deductions
  • Small business tax credits + QBI deductions

Schedule a Call

We'll go over your current books together and tell you straight whether we can help.


And if we can't, we'll refer you to someone who can.

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