Packages
Monthly Accounting Packages for Contractors
Bookkeeping, job-cost reporting, advisory, and tax in one flat monthly package, sized to your business. No hourly meter, no surprise invoices.
- 5.0 on Google · 15 reviews
- IRS Enrolled Agent
- Books and tax, one team
Choose your level
Three Service Levels, One Team
A custom price will be worked out for your business. Meanwhile, here are some examples of our service levels. Every package bundles clean books and a real person who walks you through the numbers each month. Pick the level of support that fits where the business is today.
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Foundation
Example $1,297/mo
Good for a business owner who wants organized books, helpful reporting, and tax-ready records. An example would be a plumbing business doing $1 million in annual revenue with several trucks and wants a good grasp of their numbers.
Includes
- Monthly bookkeeping with a management report and a short video walkthrough
- Quarterly review call to talk through the numbers and what's ahead
- Receipt and document management
- Business tax return, including 1099s
- Optional add-ons: bill pay and payroll
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Most popular
Advisory
Example $2,397/mo
Good for a growing business that needs job costing or profitability tracking by truck or crew. An example would be an electrical contractor that needs job costing and more detailed reporting.
Everything in Foundation, plus
- Twice-monthly bookkeeping with a custom dashboard
- Weekly update on a few key numbers
- Job costing so you see margin by job
- Monthly call to review the numbers and your questions
- Expense review and tax-planning check-ins
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Strategy
Example $3,997/mo
Best for an owner who needs weekly updates, detailed strategy, and planning for growth. An example would be a custom home builder managing several projects at once.
Everything in Advisory, plus
- Weekly bookkeeping with a financial scorecard
- Weekly planning for cash, payroll, bills, and taxes
- Quarterly cash forecasting
- Budgeting, KPI tracking, and tax strategy
- Priority support and strategic review meetings
Every package is tailored and custom-quoted, including larger and multi-entity contractors. Want the full list of what we handle each month? See everything inside monthly support and advisory.
Not sure which package fits?
That's okay. You might just want to ask a few questions first and see if this makes sense. Book a quick call and we'll talk through your business and where the books stand. If we can help, we'll tell you what that looks like. If not, no worries.
We're accountants, not salespeople, so you won't feel pressured.
The real comparison
A Package vs. Hiring In-House
Most growing contractors just need the work done right, without adding a full-time salary to the books. Here's how a monthly package compares to putting an accountant on payroll.
Hiring in-house
$72k–$98k / year
All-in cost of one full-time hire.
- Salary, payroll taxes, and benefits
- Recruiting, training, and turnover risk
- One person's skill set, and you may still need outside tax help
- Software, equipment, and the time to manage it
A monthly package
$15.6k–$48k / year
Based on the example packages above.
- Books, reporting, and tax handled together
- A whole team, so there's no gap when someone leaves
- Job costing and construction-specific reporting built in
- No managing another office member - we'll take care of the accounting.
In-house cost reflects salary plus payroll taxes, benefits, software, and overhead. For reference, the U.S. Bureau of Labor Statistics reports a 2024 median wage of $81,680 for accountants and auditors and $49,210 for bookkeeping, accounting, and auditing clerks.
What clients say
Trusted by Florida Contractors
5.0 on Google across 15 reviews, in clients' own words.
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“I have dealt with a lot of accountants in my life, specifically past few years being here in Florida. … I did not find anyone to be as caring … no one that is on top of it as these guys.”
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“Ian and his team are very detail oriented, thorough, and quick to respond when I have questions. They even created Loom videos to walk me through how they arrived at various conclusions.”
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“From the start they organized the finances so it was simple to track all expenses and set aside the right amount of taxes. Over the past year we have been able to focus on expanding the business and not having to worry about the other stuff.”
Get started
Let's Find the Right Package
A free 30-minute consultation with Ian. Tell us how you run jobs and where the books stand, and we'll suggest a package and what it would cost. No pressure to sign up.
- 5.0 on Google · 15 reviews
- IRS Enrolled Agent
- Reply within 1 business day