Schedule Zoom

Best-in-class contractors know how much they need to bill monthly, quarterly, and annually to achieve Breakeven, Target Net Income, and most importantly, a Compensation level to justify their hard work and the risks they take.

They know Volume kills and Profit thrills. The right mix of work and related Gross Profit %’s.

Let us teach you how to use Strategic Planning as the roadmap to your Annual Budget. We prepare this and set up your QuickBooks P&L Budget. Then we focus on P&L Budget vs. Actual Reports to see if your Strategic Plan is being achieved.

We give you a “Tax Return Physical.” We look at your last 3 years of business and individual tax returns. We always find things that minimize tax.

Did you know the properly advised construction contractor should have 2 sets of books?  Really!  We can show you where it says this in the IRS Construction Industry Audit Technique Guide.

Revenue recognition and depreciation methods should always be different for financial statements and tax returns.

We review inclusion of all Costs to Complete. You’re great with direct costs. But we all too often see money left on the table due to incorrect labor burdens, equipment rates, omission of indirect costs (a black hole) and incorrect overhead and profit markups.

Then we use our proprietary MTBA tool to prepare a “Proof of Gross Profit % and Markup %” for you to use in the “last look” of your Estimating process.

The formats of Financial Statements for Bonding and Financial Statements for Prequalification are very different!

We work regularly with bonding agents and surety underwriters and know exactly what job schedules and accounting disclosures they require in your financial statements.

Substandard work is no longer accepted and a waste of your money.