OUR SERVICES
Most trades businesses are running with a bookkeeper who doesn't do taxes, and a CPA who only shows up in March. We do both — together, year-round — so your books and your taxes always align. Here's how we can help:
Bookkeeping +
Tax Planning
Month-to-month bookkeeping with year-round tax planning baked in. We categorize every transaction, reconcile your accounts, and keep your books in a state that makes tax planning easy — so there's no scramble in Q4 and no surprise bill in April. This is our core offer, and it's what most trades businesses are missing.
Fractional Controller
Ready to go deeper on the numbers? A Fractional Controller gives you full GAAP accounting: month-end and year-end close, accruals, job cost reporting, and financial statements built for decision-making. The financial rigor of a large construction company — without the full-time overhead.
Fractional
CFO
When you're ready to scale, you need someone thinking about the money at the same level you're thinking about the work. A Fractional CFO brings forecasting, cash flow modeling, and strategic financial planning to help you hire confidently, price jobs profitably, and grow without losing control of the finances.
Not sure which service fits? Let's figure it out together.
Reach out for a free call. We'll ask about your business, tell you what we'd recommend, and give you a straight answer — no sales pressure.