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Custom tax, accounting & advisory solutions for contractors

We help contractors simplify their finances, maximize their profits, and free up their time

Our Services

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Tax Planning
& Preparation

Keep more of your hard earned cash. Let us maximize your tax savings and minimize the stress and headaches of tax filings.

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Managed
Accounting

Consistent and insightful financial reporting to help you monitor cash flow, track job profitability and make financial decisions.

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Fractional
CFO

Forward looking, strategic advice to help you achieve your financial goals, at a fraction of the cost of a full-time CFO.

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Cost
Segregation

Real estate investors can accelerate tax deductions and generate immediate cash flow via a cost segregation study.

Pay too much in taxes

Lack the financial insights needed to make decisions

Waste valuable time DIY-ing your books and records

How we solve your problems

Construction is a tough business. It’s even tougher when you:

Our construction industry experts stay ahead of ever-changing tax laws and regulations, ensuring your business remains compliant and optimized for tax efficiency. We create tailored strategies that maximize tax savings, allowing you to focus on what you do best - building.

SOLUTION

Navigating the intricate web of tax laws unique to the construction industry is overwhelming and often results in costly errors and missed opportunities.

PROBLEM

Inconsistent, unreliable, delayed financial reporting disrupts cash flow, causes inaccurate bidding and job costing, and ultimately, drives down profitability.

PROBLEM

By monitoring and forecasting your financials, we help you maintain steady cash flow, manage project profitability and ensure you have the funds and insight to buy that next piece of equipment or make that new hire.

SOLUTION

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  • If you work in construction, we can help. Whether you’re a GC, specialty sub, landscaper, home builder, or anything in between, we’ve got you covered.

     

    We can add the most value to closely held construction businesses with $3 million - $30 million in annual revenues. That said, we have experience working with contractors as large as $200 million in annual revenues.

     

    As a virtual firm, we can work with contractors nationwide. 

  • First you should complete our Prospective Client Form.

     

    After reviewing your submission, we will provide you with a short document request list and a link to schedule a Discovery call.

     

    During your free one hour Discovery call, we will get to know your needs and how we can add value to your business. 

     

    Finally, we’ll send you a digital proposal outlining our service packages for your review and acceptance.

  • We take a customized approach to providing fixed fee, monthly service subscriptions to clients. Factors influencing pricing include transaction volume, complexity, regulatory requirements, and specific clients requests. Check out our pricing page for more info

  • At this time, we do not offer assurance services such as financial statement audits, reviews, or compilations. However, we have established partnerships with numerous firms that we can refer these services to.

  • We are headquartered in Chicagoland, but as a virtual firm have the capabilities of serving contractors nationwide.

You may be asking

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Ready to get started?

You’re wearing too many hats - CEO, Sales Manager, Project Manager, Controller, HR and it’s taking a toll on your business and personal life. You haven’t loosened your grip on your company’s finances, but you know you need to.

PROBLEM

Let us handle your accounting needs so you can focus on running your business. With our support, you can free up your time to concentrate on project management, business development, maybe even take some well deserved time off. Stop DIY-ing. Start growing your business.

SOLUTION

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