Experts in QuickBooks Experts in Construction
Certified Public Accountants & Most Trusted Business Advisors
We work every day with GCs & Specialty Trade Subs that use QuickBooks Desktop Premier and Enterprise. We also work with QuickBooks Online + Knowify.
Schedule a 30-minute discovery Zoom with us now!
We are not a typical CPA firm.
Our flagship service is the role of Most Trusted Business Advisor. We find this future-focused service is sorely needed in the construction industry. This is critical to your future success!
If you remember only one thing about your visit to our website today it’s this: We want to help you make more money! We want to be your Most Trusted Business Advisor!
Our Team of CPAs and Certified Construction Industry Financial Professionals know the construction industry inside and out. We want to share our thoughts and insights and teach you a few things. We have deep expertise in best practices and financial metrics.
We promise to have a significant positive impact on your goals!
We help our clients make more money!
We accomplish this in many ways.
Strategic Planning
Best-in-class contractors have a vision for the future and identify goals and objectives to work toward. Read more ➜
Estimating & Bidding
Best-in-class contractors know they live and die by markups. Let us teach you the math so you’re certain Bid Prices fit your Strategic Plan. Read more ➜
Proactive Tax Planning & Minimization
No April 15th surprises. Read more ➜
Financial Statement Planning
To maximize bonding, prequalification & banking capacities. Read more ➜
It really is all about how much “YOU” make!
If you’re NOT getting paid a reasonable salary for your hard work, or your company is NOT making a profit…
STOP! Do not pass go.
Our process for transforming the way you do business.
We will always be up front with you. Accomplishing something great is never easy. This requires your financial investment and your time commitment. Also, investments in training your people and upgrading IT.
We use the leading Cloud hosting provider for QuickBooks Desktop Premier and Enterprise. We also work with QuickBooks Online + Knowify. They provide anytime, anywhere access, automatic updates and backups, and enterprise-class security.
We communicate through Zoom, by telephone, or in-person meetings if local.
Ready to become a much better businessperson? You’ve come to the right place!
The E-Myth is true. Just because you’re a great electrician doesn’t mean you know how to run an electrical contracting business. 14-hour days, 6 days a week without time to think. Working in the business, not on your business.
Don’t let time or money be an excuse for not making improvements that need to be made. You can’t afford to do that.
How We Charge
Our Most Trusted Business Advisor services are performed under an Annual Fixed Price Agreement based on your specific needs. We require a 90-day engagement commitment because of our significant front-end loaded time investment.
Because our agreement provides ongoing access to the accounting, tax, and business advice you need on a fixed-price basis, you are not inhibited from seeking timely advice from the fear of an hourly-rate meter running endlessly. It offers you unlimited access to the accumulated wisdom of the firm through CPAs and CCIFPs with substantial experience, who can help enhance your company’s future and achieve its business objectives.
Monthly Accounting Oversight & Training and Tax Planning for High-Net-Worth Individuals are performed under Annual Fixed Price Agreements.
Tax & Financial Statement Compliance services are performed under a Fixed Price Agreement.
Change is where opportunity lives. Without it, you’re hopelessly stuck with what you’ve got.
Change is a constant in the business world. No one can rest on their laurels today.
Our Services
Monthly Accounting Oversight & Training
Tax Planning for High-Net-Worth Individuals
