Services & Packages
You wouldn’t build on a bad foundation. Don’t run your company on one.
Nobody has ever said, “I wish my books had closed later.”
Accounting
$2,000/month
- Monthly close and bank/credit card reconciliations
- Vendor bills: entry, approvals, payment prep
- Retainage tracking, both the retainage you’re owed and the retainage you’re holding (your money, held hostage until the punch list is done)
- Customer billing: invoicing, progress billing and pay apps, collections follow-up
- Job setup and job cost coding
- Change order tracking (the only thing that grows faster than lumber prices)
- P&L, balance sheet, and cash flow statements
- 1099 prep and a clean year-end package for your CPA
Accounting + Finance
$3,000/month
Everything in Accounting, plus:
- Job margin reports: estimated vs. actual, by job and service line
- WIP schedule and percentage-of-completion
- Cash management: cash position, 13-week forecast, timing of customer payments and vendor payments
- Profitability by customer, job type, and service line
- Commission calculations
- Sales tax tracking and filing support (the state always gets paid first)
- KPI dashboard and lender-ready reporting
- A monthly review call about your numbers, not just a PDF
Accounting + Finance + People
$5,000/month
Up to 25 employees
Everything in Accounting + Finance, plus:
- Payroll prepared and managed in ADP Run, Gusto, or QuickBooks Payroll, including multi-state and tax filings
- Labor cost flowing into job costing
- HR files, onboarding, and offboarding
- Benefits administration
Add-ons
- Budgeting & Forecasting (from $500/month): annual budget, rolling forecast, and actual-vs-budget and actual-vs-forecast analysis
- 401(k) implementation
- QuickBooks Online setup and app integrations
- One-time onboarding and cleanup: priced after we look at your books
Month-end close speed
| Close |
Price |
| Within 10 business days (14 calendar days) |
Included in every package |
| Within 5 business days |
+$500/month |
| Within 2 business days |
+$1,000/month, available on Accounting + Finance and above, once onboarding is complete |
The faster options assume your documents arrive on time.
Package scope and limits are set out in your engagement letter.
Who it’s for
Trade and construction businesses with a few crews and growing: GCs, remodelers, HVAC, plumbing, electrical, roofing, carpentry, and specialty subs.
Think you’ve outgrown QuickBooks? Talk to me first. It could save you a lot of headache, money, and time. Often the problem isn’t the software, it’s how it was set up.
Thinking about NetSuite or Dynamics Business Central? Talk to me first. Same answer.
Talk about your margins