What We Do
Real Financial Infrastructure.
Not Just Reports.
We handle the books, run payroll, file taxes, and give you CFO-level strategy — so you always know where your business stands and what to do next.
Accounting Services
The foundation every growing business needs — clean books, accurate payroll, and taxes handled by someone who actually understands your industry.
Most business owners come to us with a mess — transactions dumped in the wrong categories, payroll running late, and taxes that are always a surprise. We fix that. Then we build systems so it stays fixed.
Bookkeeping
The Problem
Your books are behind, inaccurate, or you're not sure what's even in there.
What We Do
We take over your books completely — categorizing every transaction, reconciling every account, and delivering clean financials every month.
What You Get
- Monthly reconciled financials
- Job cost tracking by project
- P&L and balance sheet
- QuickBooks management
- Year-end ready books
Payroll
The Problem
Payroll is eating your time, you're worried about compliance, or you've had errors that cost you.
What We Do
We run payroll on time, every time — handling taxes, garnishments, direct deposit, and all the compliance that comes with it.
What You Get
- Full-service payroll processing
- Payroll tax filings & deposits
- Direct deposit setup
- New hire onboarding
- W-2s and year-end filings
Tax Preparation & Planning
The Problem
You're writing a big check every April and have no idea it's coming until it's too late.
What We Do
We coordinate tax preparation through a trusted CPA partner and handle the year-round planning work so your books are always tax-ready. You get one point of contact — we quarterback the rest.
What You Get
- Tax-ready books year-round
- Quarterly estimated tax planning
- Year-round tax strategy
- Coordination with your CPA or ours
- Entity structure review
Fractional CFO
CFO-level financial strategy without the full-time salary. For contractors doing $1M+ who need more than just clean books.
You've grown past the point where basic bookkeeping is enough. You need someone who can look at your numbers and tell you what they mean — what jobs are actually profitable, where your cash is going, and what you need to do to hit your goals next year. That's what a Fractional CFO does.
Monthly CFO Meetings
We review your financials together every month — not just handing you a report, but walking through what it means and what to do next.
Cash Flow Forecasting
Know what your cash position will be 30, 60, and 90 days out. Stop getting caught short between jobs.
Job Costing & Margin Analysis
Find out which jobs are actually making you money and which ones are eating your profit. Price better, bid smarter.
Financial Systems Build-Out
We build the reporting infrastructure your business needs — chart of accounts, KPI dashboards, and the processes to keep it running.
Software & Tech Integration
Connect Adaptive, Buildertrend, JobTread, or Jobber to QuickBooks so your job costs flow automatically and your P&L is always current.
Who This Is For
- Business owners doing $500K–$10M+ in annual revenue
- Business owners who want to understand their numbers, not just hand them off
- Companies preparing to scale, hire, or take on larger projects
- Owners who are profitable on paper but always seem to be short on cash
- Anyone who's been surprised by a tax bill or a bad month
What's Included
- Monthly CFO strategy meeting
- Cash flow forecasting & reporting
- Job cost & margin analysis
- KPI dashboard setup
- Direct advisor access
- Annual financial review
The Difference
A typical accountant files your taxes and hands you a report. A Fractional CFO sits in your corner, helps you make better decisions, and builds the financial infrastructure your business needs to grow. That's what we do.
Tech & Software Setup
Most contractors buy the software and never set it up right. We implement and connect your entire stack so job costs flow correctly and your P&L is actually useful.
Adaptive, Buildertrend, JobTread, and Jobber are powerful tools — but only if they're configured correctly and talking to your accounting software. We handle the full setup, integration, and training so you're not flying blind inside your own system.
Construction Management
Adaptive
The Problem
You're using Adaptive but job costs aren't flowing to QuickBooks and your reports don't match reality.
What We Do
We configure Adaptive from the ground up — chart of accounts, cost codes, subcontractor setup, and a direct QuickBooks integration that keeps everything in sync.
What You Get
- Full Adaptive account setup
- Cost code & budget structure
- QuickBooks integration
- Job cost reporting
- Team training
Project & Client Management
Buildertrend
The Problem
Buildertrend is running your projects but your financials are still a mess because it's not connected to your books.
What We Do
We set up Buildertrend's financial features correctly — budget tracking, change orders, and a clean QuickBooks sync so every dollar in the field shows up in your P&L.
What You Get
- Buildertrend financial setup
- Budget & change order workflow
- QuickBooks sync configuration
- Job profitability reporting
- Team training & onboarding
Job Costing & Estimating
JobTread
The Problem
JobTread has great job costing features but you're not using them right — or they're not connected to your accounting.
What We Do
We implement JobTread's estimating and job cost tracking properly, connect it to QuickBooks, and build the reporting structure so you know exactly where every job stands.
What You Get
- JobTread account configuration
- Estimating & job cost setup
- QuickBooks integration
- Real-time job profitability
- Workflow & process training
Home Service Businesses
Jobber
The Problem
Jobber handles your scheduling and invoicing but you have no idea which services or crews are actually profitable — or why margins keep shrinking.
What We Do
We connect Jobber to QuickBooks correctly, set up service line job costing, and build the reporting structure so you can see exactly where your money is going.
What You Get
- Jobber to QuickBooks integration
- Service line profitability setup
- Labor cost tracking by crew
- Monthly P&L review
- Growth readiness assessment
Payroll & HR
Gusto
The Problem
You're running payroll manually or using a system that doesn't talk to QuickBooks — so labor costs are always off and tax filings are a headache.
What We Do
We set up Gusto for your crew, connect it to QuickBooks so labor costs flow automatically into your P&L, and build the reporting structure so you always know what you're spending on people.
What You Get
- Full Gusto account setup
- QuickBooks payroll sync
- Labor cost allocation by job
- Contractor & W-2 employee setup
- Payroll compliance review
Built for the Field
Real Numbers.
Real Decisions.
Financial infrastructure built for businesses that build things.