We primarily work with service based businesses. We have a core focus in supporting contractors in the home improvement and light commercial space, where job costing, cash flow, and margin control are critical to success.

This includes General Contractors and Specialty Contractors such as:

• Custom Builders

• Painters

• Electricians

• Plumbers

• HVAC contractors

• Roofers

• Flooring, finishes, and other skilled trades

We also support other service-based businesses, including:

• Professional services firms

• Home service companies

• Field-based and project-driven service businesses

In addition, we work with select small retail and food service businesses, such as:

• Coffee shops and cafés

• Local retail shops

• Owner-operated food and beverage concepts

Across all industries, we’re best suited for owners who want more than basic bookkeeping—those who value clear financials, proactive guidance, and the confidence that comes from truly understanding their numbers...owners who want to break through ceilings and truly reach their potential!

We specialize in providing bookkeeping and business advisory services to construction companies, including general contractors, home builders and all specialty trades. If you're not sure if we can help your business, please book a call and we'd be happy to discuss.

We don’t just handle your books—we provide routine financial reviews, customized financial scorecards, pricing analysis, and actionable insights to help your construction business grow and thrive.

A Financial Scorecard is a customized tool we create for each client, highlighting the key financial metrics that matter most to their business. It provides a quick and clear snapshot of the most critical numbers in your business.

Yes and no. We do not do estimating. But, we do perform routine pricing analysis to help ensure your services are priced to reflect the profits you are expecting. Things we help pinpoint: Is the correct overhead rate included in your pricing? Are incidental expenses and waste factors being properly calculated? Does a contingency amount need to be included or adjusted to capture creeping expenses? And more!

Absolutely! We can help you track costs by project, giving you detailed insights into profitability and areas for improvement on each job.

We provide financial updates and reports on a regular schedule—weekly, bi-weekly, or monthly—depending on your needs.

While we do not file taxes or provide tax advice, we ensure your books are clean, accurate, and ready for your CPA or tax preparer. We also work closely with tax professionals to streamline the process for you.

We reconcile your accounts regularly, review financial data for discrepancies, and use industry-specific tools to ensure everything is accurate and up to date.

Yes. We use advanced security measures and software to protect your sensitive financial information.

Not at all. We handle the technical side and ensure everything is presented in a format that’s easy to understand.

We pride ourselves on being a true partner. You’ll have regular check-ins and easy access to our team for any questions or concerns.

Yes! We work with contracting businesses ranging in all sizes. We can help the small one-man shop who wants to hire their first employee. We also have experience helping larger contracting firms trying to surpass the $100 million revenue mark.

Sure can! We make it a priority to simplify complex financial data, so you can make informed decisions with confidence. We are always here to help you along the way.

We have experience working with many of the industry's leading construction accounting software companies. However, we have found that QuickBooks Online is by far the easiest, most efficient, effective, and trustworthy software to get the job done for all contracting businesses. Therefore, we are currently only working on this platform.

Getting started is easy. Simply contact us to schedule a consultation. We will discuss your needs, answer your questions, and create a customized plan for your business.