What You Receive Each Month

Accurate Books
Your transactions are categorized, organized, and reconciled every month.

Profit & Loss by Customer
Simple financial reports that show how your business is performing.

Unbilled Job Costs Reports
We monitor your financial activity to catch issues early.

Vendor Compliance 
We keep vendor COIs, Lien Waiver, & W9s up to date

Advisor Support
Questions come up — we're here when you need financial insight.

Compliance Tracking
Stay on track with federal & state filings, deadlines, and financial requirements.
 

​​​

We show you what you’re actually making

You receive clear reports (schedule based on service)

• Profit & Loss (what you earned)

• Balance Sheet (what you own & owe)

• Cash Flow (where your money is going)

• Accounts Payable

• Accounts Receivable

• Profit & Loss by Project or Customer

• Unpaid billable job costs

• Trends, charts, & reports to keep a birds eye view

And meet to review them on a regular basis.

➡ You finally understand if your business is working.

​

We help you make better decisions

We also help you:

• Know how much you can safely pay yourself

• Know what to save for taxes

• Spot overspending

• Plan for slow seasons

• Decide if a purchase actually makes sense

➡ You run your business with confidence.

​

We handle the details so you don't have to.

• Review transactions regularly

• Monitor account issues

• Help answer financial questions

• Be available when something looks off

➡ You can focus on running your business instead of your books.

​

Who this is for

This service is ideal for business owners who:

• are busy serving clients

• didn't start thier company to sit in the office

• feel unsure about their numbers

• want accurate financials without hiring a full time employee

The real benefit

You don’t hire us just to categorize transactions.

​

You hire us to:
• know your numbers

• EXPLAIN what the numbers mean
• stay compliant
• avoid tax surprises

• know your margins and job profitability 
• to finally trust your financials.​​​