Accounting & back office
- •Full-cycle bookkeeping and monthly close
- •Accounts payable and vendor management
- •Accounts receivable with automated collection triggers
- •Dedicated offshore-supported back-office team
Services
Financial support built around the contractor's actual problem.
Some contractors need reliable monthly accounting.
Some need a cleanup before the reports can be trusted.
Others need job-level visibility, cash forecasting, and CFO-level decision support.
The correct engagement depends on where the financial system is breaking down.
Contractor Financial Diagnostic
Standard Contractor Financial Diagnostic — $997
Owners who know something is wrong but not yet what to fix
View Contractor Financial Diagnostic details →Financial Cleanup & Setup
Scoped after the Diagnostic
Books that cannot support reliable reporting
View Financial Cleanup & Setup details →Monthly Accounting
Custom scoped
Contractors needing reliable monthly close + job visibility
View Monthly Accounting details →Fractional CFO & Cash Flow
Starting at $2,500 per month
Established contractors managing growth and cash pressure
View Fractional CFO & Cash Flow details →Financial events
Or start with the situation you are in right now
Most contractors come to us because something specific is happening: a lender is asking questions, an audit is coming, QuickBooks stopped making sense, or job margins no longer add up.
Audit Ready Financials
An audit, review, or surety examination is coming.
Bank Ready Financials
A lender is asking for statements, WIP, and forecasts.
QuickBooks Integration
Setup, cleanup, migration, and job costing structure.
Back Office Accounting
One bookkeeper is no longer enough for the volume.
Construction Accounting
Accounting built around jobs, billing, and retainage.
Job Costing
You cannot tell which jobs actually made money.
WIP Reporting
You need to know whether reported profit is real.
Cash Flow Forecasting
Profitable on paper, tight on cash every payroll.
Compare
Engagement comparison
| Attribute | Contractor | Financial | Monthly | Fractional |
|---|---|---|---|---|
| Best for | Owners who know something is wrong but not yet what to fix | Books that cannot support reliable reporting | Contractors needing reliable monthly close + job visibility | Established contractors managing growth and cash pressure |
| Typical starting point | Standard Contractor Financial Diagnostic — $997 | Scoped after the Diagnostic | Custom scoped | Starting at $2,500 per month |
| Monthly or project | Project | Project | Monthly | Monthly |
| Job-costing support | Review | Setup | Yes | Deep |
| Cash forecasting | Review | — | Basic | 13-week forecast |
| Cleanup | Assessment only | Yes | — | — |
| Owner meetings | Findings meeting | Handover | Monthly review | Monthly decision meeting |
| Financing-readiness support | Not included | Prerequisite | — | Yes |
We do not use bronze, silver, or gold packages. Every engagement is scoped to the actual financial problem.
Full capability list
What else we handle
Beyond the core engagements, these are handled in-house or through vetted CPA partners.
Tax & audit
- •In-house partnered CPAs for US tax filings
- •Third-party CPA partners for audit and review engagements
- •Audit-ready workpapers and schedules
- •1099 and multi-state filing support
Financing & banking
- •Lender-ready financial packages
- •Loan and credit facility negotiation support
- •Covenant tracking and reporting
- •Cash-flow forecasting for facility sizing
Systems & migrations
- •QuickBooks and Xero implementation
- •Data migration between accounting platforms
- •Automations and app integrations
- •ADP and payroll integration with job-level allocation
Group & complex reporting
- •Multi-entity and complex group structures
- •Consolidations and intercompany eliminations
- •US GAAP-ready financial statements
- •Management reporting packs for boards and investors
Scale we have worked with
- •Owner-operated contractors through to $60B+ enterprise groups
- •Multi-state and multi-division operations
- •Construction, SaaS, and service businesses
- •Fractional CFO oversight on every engagement
Your financial reports should answer questions.
Not create more of them.
Book a 20-minute review of your job margins, cash flow and reporting — or model a contract's cash impact first with the free analyzer.
Not ready to talk? Take the 3-minute Financial Health Check.