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SERVICES

monthly accounting

Monthly Accounting

  • Chart of Account Optimization and our Industry Specific Chart of Accounts Structuring and ongoing monitoring

  • Recording and review of irregular accounting transactions such as recording of fixed assets and loans

  • Implementation & Training of job costing and class tracking

  • Ongoing bookkeeping services

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controller advisory

Controller Advisory Services

  • Insurance policy review and works compensation audit support

  • Tracking of 1099s and Certificates of Insurance from Subcontractors

  • Financial and Key Performance Indicator Analysis (KPI)

  • Monthly meetings separate from accounting services meetings for business strategy consulting

  • Regular oversight of a company's accounting function including workflow management

CFO advisory

CFO Advisory Services

  • Controller Advisory Services Plus

  • Company specific KPI development and monitoring

  • Budgets and forecasts to help measure business performance

  • Custom Financial Report Creation as needed within QBO

tech consulting

Technology Consulting & Implementation

  • Implementation of Construction Technology Stack

  • Regular monitoring and implementation of new accounting technologies for construction businesses

tax planning

Tax Planning & Preparation

  • Tax Planning and Consulting Meetings

  • Tax compliance

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