Services & Plans

Plans built for every
stage of growth.

Reliable monthly financials, sharper job-costing visibility, or deeper strategic insight — our plans support contractors and small-business owners wherever you are today.

Our Philosophy

Bookkeeping should do more than keep you current

We believe your numbers should drive decisions. Our packages are built to give you the right level of support based on where your business is today — from a strong financial foundation to advanced reporting, forecasting, and strategic financial visibility.

Choose Your Plan

From a clean foundation to a strategic partnership

Start where you are. Grow into the rest. No long-term contracts.

Essential

Get Clean

For owners who want a solid financial foundation and the peace of mind of books handled consistently every month — clear records and a clean starting point for growth.

Includes
  • Account Reconciliation
  • Profit & Loss Statement
  • Balance Sheet Statement
  • Cash Flow Statement
  • Monthly Performance Comparison
  • Email Support
  • Year-End CPA-Ready Books
Start with Essential
Most Popular
Growth

Get Clear

For contractors who want real insight into how the business is performing month to month — margins, project performance, and day-to-day financial health.

Everything in Essential, plus
  • Job Costing Tracking
  • Project Profitability Reporting
  • Accounts Receivable Tracking
  • Accounts Payable Tracking
  • Fixed Asset Management
  • Depreciation Tracking
  • Financial Statement Analysis
  • Monthly Financial Review Call
  • KPI Dashboard
  • CPA Coordination Support
Choose Growth
Thrive

Get Ahead

For established businesses that want high-level financial visibility and a strategic partner around their numbers — confident decisions, stronger planning, ongoing support.

Everything in Growth, plus
  • Advanced Job Costing Analysis
  • Cash Flow Forecasting
  • Budget Creation
  • Budget vs. Actual Reporting
  • WIP Reporting
  • Vendor / Subcontractor Tracking
  • Quarterly Strategic Planning
  • Profit Improvement Roadmap
Scale with Thrive
Custom Quote Services

Need something tailored?

Every business is different. For catch-up & cleanup, multi-entity books, payroll coordination, software migrations, or CFO-level advisory, we build the scope and quote around exactly what you need.

Request a Custom Quote
Ready When You Are

Ready for clean, contractor-smart financials?

Stop chasing receipts, fixing messy books, and wondering where your profit went. Let's build a smart, structured system that works for your business.

Or call us: (346) 810-6900