Construction & Contractors 

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We specialize in construction accounting and contractor bookkeeping.
We understand retainage, progress invoicing, change orders, and project profitability.

 

We help contractors:
• Track job costs and project margins
• Manage subcontractors and 1099s
• Work-in-progress (WIP) reporting
• Prepare clean financials for bonding and loans
• Set up QuickBooks and job costing systems
• Plan for taxes so surprises don’t happen

• AIA Billing, progress billing, & bank draws

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You won’t need to explain how your business works — we already speak contractor.

 

Service Businesses 

Cleaning, HVAC, drycleaning, plumbing, landscaping, restoration & repair companies.

Service businesses live and die by cash flow and scheduling.
We help owners understand whether they are actually profitable.

We assist with:
• Pricing and profitability analysis
• Payroll and employee vs contractor setup
• Sales tax and local requirements
• Expense tracking and job profitability
• Monthly financial reporting

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Our goal is to turn busy businesses into financially organized businesses.

 

Other Professional Services 

Service based industries such as spas, salons, consultants, and startups

Professional businesses often make good revenue but still owe unexpected taxes.

We help you keep more of what you earn.

We help with:
• S-Corp elections and owner salary planning
• Quarterly tax planning
• Expense optimization
• Clean financial statements
• Understanding what you can safely pay yourself

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You’ll finally know what you can spend — and what you should save.

 

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