Protect Your Margins and Master Your Job Costs

Expert Bookkeeping & Financial Strategy for General Contractors and Construction Firms.

Stop letting complex project financials erode your profit. We take over your subcontractor payments, AIA progress billing, and job cost accounting so you can bid accurately and build with confidence.

Does Your Financial Back Office Look Like This?

Unsure of the true profitability of a project until weeks after it's completed?
Struggling to manage dozens of subcontractor invoices and lien waivers?
Frustrated with the complexity of AIA billing and construction draws?
Losing money because change orders aren't being tracked properly?
Worried your financials aren't accurate enough to secure bonding or financing?
Lacking clear financial data for key strategic decisions?

The Financial Framework for a Successful Construction Company

Precision Job Cost Accounting

We track every dollar—labor, materials, subs, and overhead—against the correct job code. Get real-time reports that show you exactly where you're making and losing money.

Subcontractor & Vendor Management

We streamline the entire process of managing your subs, from collecting compliance documents (like W-9s and COIs) to processing invoices and tracking payments, reducing your risk and administrative burden.

Construction-Specific Billing

Our team is proficient in the complex billing methods unique to construction, including AIA-style progress billing and Time & Materials, ensuring you get paid accurately and on time.

Let's Grow Your Construction Business

A Bookkeeper Follows Instructions. A Partner Protects Your Profit.

Generic Bookkeeping Solutions...

Historical reports of what has happened.
A focus on basic compliance and data entry.
A reactive, year-end relationship.
A generic Chart of Accounts that misses key construction expenses.
Confusion when dealing with change orders and construction draws.
Problematic handling of subcontractor payments and compliance.
Is unavailable for strategic questions about your business.
Delivers late or confusing reports that create more questions than answers.

Our Financial Partnership Gives You...

A forward-looking roadmap for what will happen.
A focus on your growth, profitability, and cash flow.
A proactive, year-round strategic partnership.
A customized Chart of Accounts built for Construction Job Costing.
Proficient handling of change orders and construction draws.
Expertise in managing subcontractor payments and compliance.
A dedicated partner for ongoing financial strategy and guidance.
Clear, comprehensive, on-time reports you can actually use to make smart decisions.

Take The Next Step For Growth

A Strategic Partnership for Every Stage of Growth

The Growing Contractor

You are taking on larger jobs and expanding your crews, but cash flow is getting tight. You need a professional financial infrastructure to manage WIP, secure higher bonding limits, and build scalable systems so you can confidently bid on bigger projects.

The Established Firm

You have high top-line revenue, but need to stop profit fade. You need to dial in your job costing, analyze heavy equipment ROI, and ensure your financial strategy aggressively protects your margins so you can sustain long-term growth.

The Visionary Owner

You are a master builder, not a CPA. You need to delegate the complex financial reporting to a trusted partner so you can get out of the back office, lead your estimators and project managers, and focus on driving the vision of the company.

Your Complete Financial Leadership Solution.

Strategic Guidance & Forecasting

Comprehensive Financial Reporting & KPI Analysis

Cash Flow Management

Comprehensive Accounting Foundation

Strategic Tax Management & Compliance

Strategic Guidance & Forecasting

Comprehensive Financial Reporting & KPI Analysis

Cash Flow Management

Comprehensive Accounting Foundation

Strategic Tax Management & Compliance

Have Questions?

What Makes Us Different?

We aren’t just data-entry clerks; we are your off-site financial department. By combining deep construction industry expertise with cutting-edge tech, we provide the proactive financial clarity you need to bid accurately and build with confidence.

A Financial Partnership Built for Construction Growth

Whether you are a rapidly growing specialty trade or an established $10M+ general contractor, we build a customized financial infrastructure that scales with you. Every partnership is tailored to your exact needs, providing the precise job costing, proactive strategy, and real-time data you need to protect your margins.

Construction-First Bookkeeping

We manage the day-to-day heavy lifting of your back office. From accurate bank reconciliations and expense tracking to managing complex Accounts Payable and Receivable, we ensure your financial foundation is always clean, compliant, and audit-ready.

AIA Billing & WIP Reporting

We handle the headaches of G702/G703 progress billing and maintain real-time Work-in-Progress (WIP) schedules. Know exactly where your cash flow stands on every active job site so you never overbill, underbill, or get caught off guard by a draw request again.

Real-Time Financial Reporting

Stop waiting weeks to see if a project was profitable. We deliver clear, construction-specific financial reports and track vital KPIs—like labor burden, profit fade, and cash burn—so you have the exact data required to secure bonding, qualify for lending, and bid with confidence.

Fractional CFO & Growth Strategy

Don’t navigate the feast-or-famine cycles of construction blindly. We act as your dedicated financial partner, providing proactive cash flow forecasting, equipment purchase analysis, and annual budgeting to ensure your company scales safely and profitably.

Job Costing & Subcontractor Tracking

Go beyond basic data entry. We accurately allocate every dollar of labor, materials, and overhead to the exact project so you know your true profit margins. We also take over your subcontractor compliance—managing W-9s, COIs, and lien waivers before a single payment goes out.

Construction Tax & Retainage Strategies

Stop leaving money on the table. We manage your complex multi-state and local tax obligations, optimize how holdbacks and retainage impact your taxable income, and build forward-looking tax strategies designed specifically to keep cash inside your construction business.

Your Construction Bookkeeping Questions, Answered

My books are several months behind and a total mess. Can you still help?

Answer: Absolutely. This is a very common situation, and it’s one of our specialties. Our first step for many new clients is a one-time cleanup and reconciliation project. We’ll work with you to gather the necessary documents and systematically get your books accurate and up-to-date. This process provides a clean, reliable foundation for us to build upon for your ongoing monthly service. We use that accurate historical data to help you build the future. We focus on forward-looking activities: strategic planning, financial forecasting, cash flow management, and KPI analysis. We partner with you month-to-month to make smarter decisions that drive growth and profitability. Our service acts as the strategic layer on top of a solid accounting foundation.

Do you offer other services besides bookkeeping, like payroll or bill pay?

Answer: Yes, we do. Our goal is to be your complete financial back office. In addition to our core bookkeeping service, we offer a full suite of solutions including:

Payroll Processing
Accounts Payable (Bill Pay) Management
Accounts Receivable (Invoicing & Collections)
Sales Tax Filing
1099 Preparation & Filing

We can create a custom package that bundles these services for seamless financial management.

What does the onboarding process look like?

Answer: Our onboarding process is designed to be seamless for you. We handle all the heavy lifting. It’s a structured, three-step process:

Secure Kick-off: We securely connect to your existing financial systems and accounts.
Historical Review: Our team performs a thorough review of your past financials to build a clean foundation.
Roadmap Session: We meet with you to present our initial findings and collaboratively build your strategic financial roadmap for the next 12 months.

How much of my time will be required each month?

Answer: Our service is designed to save you time, not create more work for you. Your required time commitment is minimal. Typically, it consists of one primary strategy meeting with us per month to review your performance and discuss key decisions. We handle all the analysis, reporting, and financial management in the background, freeing you up to focus on leading your team and growing your business.

How do you ensure my sensitive financial data is secure?

Answer: We take the security and confidentiality of your financial data with the utmost seriousness. All of your information is managed through a secure, encrypted client portal with bank-level (256-bit AES) security. Our team follows strict internal protocols to ensure that only authorized personnel have access to your data, giving you complete peace of mind.

How do I get all my receipts, bills, and other documents to you?

Answer: We make it simple and paperless. Our system is built around modern, cloud-based tools. You’ll have access to a dedicated portal to upload any digital documents like bills or bank statements. We handle the rest, eliminating the need for you to ever deal with paperwork again.

Who from your team will I be working with?

Answer: You will be assigned a dedicated Account Manager who will be your primary point of contact. That person will get to know you and your business intimately. They are supported by our in-house team of professional bookkeepers who work together on your account. This team-based approach ensures you always have a knowledgeable expert available to answer your questions promptly.

Is there a long-term contract or a setup fee?

Answer: There are no setup fees for our standard monthly bookkeeping services. We believe in earning your business every single month, so we do not lock you into a long-term contract. Our service is a month-to-month subscription that you can cancel at any time with 30 days’ notice. We’re confident that the value and clarity we provide will make you a long-term partner.

How do you handle job costing?

Answer: We build your books around a robust job costing framework. Every single expense, from a vendor invoice to payroll hours, is allocated to the correct project and cost code. This allows you to see the real-time profitability of every job you run.

Can you handle AIA billing and construction draws?

Answer: Yes. This is a core part of our service for GCs. We are highly experienced with the standard AIA G702/703 forms and can manage the entire progress billing process to ensure you are funding your projects correctly.

How do you help with subcontractor management?

Answer: We go beyond just paying their bills. We can help you track essential compliance documents like W-9s, Certificates of Insurance, and lien waivers, which is critical for protecting your business from liability.

We Use The Technology You Use

Ready To Grow Your Construction Business?

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Find Us

66 W Flagler St, Miami, FL 33130
+1 904 834 5249
[email protected]
Additional Offices Available:
Newport Beach, CA
Northfield, IL
Palm Coast, FL
Ponte Vedra Beach, FL