SERVICES & PRICING
Choose the level of support your company needs.
Every package is a fixed monthly fee built around how contractors work. Prices shown are starting points; we confirm yours after a free right-fit call.
01 · FOUNDATION
Essential Bookkeeping
STARTING AT $699 /month
Best for owner-operators and small crews who need accurate, reconciled books and clear monthly reports.
WHAT'S INCLUDED
Monthly P&L, balance sheet and cash flow reports
Bank and credit card reconciliations
Transaction recording and categorization
Expenses coded by job
Chart of accounts set up for construction
Routine month-end accounting tasks
02 · OPERATIONS
Operational Accounting
STARTING AT $1,999 /month
Best for growing contractors who want payables, client billing and payroll handled for them.
EVERYTHING IN ESSENTIAL, PLUS
Supplier and subcontractor bill tracking and payment
Progress invoicing and draw billing
Collections follow-up
Holdback tracking
Payroll administration and records
03 · STRATEGY
CFO Advisory
STARTING AT $2,000 /month
Best for owners whose books are already in good shape and who want a strategic partner to turn the numbers into decisions.
WHAT'S INCLUDED
Monthly profit and cash flow tracking
Cash flow forecasting
KPI dashboards
Performance analysis and scoring
Monthly advisory meeting
Written action plan
04 · FULL FINANCE FUNCTION
Fractional Controller / CFO
STARTING AT $4,999 /month
Best for established builders and trades who want executive-level financial leadership without a full-time hire.
EVERYTHING IN OPERATIONAL, PLUS
Annual budget and rolling forecast
WIP schedule and job profitability reporting
Monthly financial insights package
KPI dashboards
Pricing and overhead analysis
Monthly strategy meeting
Final monthly fee depends on transaction volume, number of active jobs and payroll size.
ONE-TIME PROJECTS
Need a fix, not a monthly plan?
Catch-up bookkeeping
Months or years behind? We bring your books current and reconciled.
QuickBooks Online setup & clean-up
A fresh file or a clean-up of the one you have, built for construction.
Job-costing setup
Cost codes, job tracking and reports configured so every job shows its margin, with JobTread and QuickBooks Online working together.
Custom bundles
Mix services to fit your company. Tell us what you need on your call.
Quoted per project
Quoted per project
Quoted per project
Quoted per project
QUESTIONS
Common questions from contractors.
Do you only work with construction companies?
Our focus is residential contractors — remodelers, builders and the trades — earning $300K to $10M a year with fewer than 30 employees. However, we have experience with retail, food services, and manufacturing companies too!
How is my monthly price set?
By transaction volume, the number of active jobs and the size of your payroll. After your right-fit call we give you a fixed monthly fee — no hourly surprises.
My books are behind. Can you still help?
Yes. Most new clients start with a catch-up project, then move to a monthly package once the books are current.
Which software do you work with?
QuickBooks Online for accounting and JobTread for construction management. If you use something else, ask us on your call.
FREE RIGHT-FIT CALL
Let's look at your numbers together.
A one-hour online or in-person conversation, at no cost. We'll talk through how your company runs, where the numbers feel unclear and which package — if any — fits.
Review how you track jobs, billing and cash today
Identify the biggest gaps and quick wins
Get a recommended package and fixed monthly price
BOOK ONLINE
Pick a time that suits you.
Choose a one-hour slot in our online calendar. You'll get a confirmation email with the video link, and a short form so we can prepare.
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Free, no obligation
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Online video call or in-person, about one hour
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For GTA business owners earning $300K–$10M
Prefer to write? Send us a message