Pricing

Contractor Elite

This level delivers a deeper understanding of your business and financial performance.

Includes:

• Everything in Builder's Edge, PLUS
• Bi weekly zoom meetings with your CPA
• Profit optimization strategies
• Business Evaluation and exit strategies
• We're your team for anything
  

Starts @ $3497/mth  - Recommended for contractors doing in excess of $1M+ in revenue

Builder's Edge

This level delivers an enhanced view of cash flow & business performance to help you reach your goals.

Includes:

• Everything in Toolbox Essentials, PLUS
• Cash flow planning to get a clear path of where you are and where you're going.
• High level KPI's(Key Performance Indicators)
• Monthly dashboard w/ KPI tracking and reporting

Starts @ $1597/mth

Toolbox Essentials

This level delivers the basics necessary to comprehend what's happening with the money in your business.

Includes:

• Monthly bookkeeping with Quickbooks Online
• Basic monthly financials
• Business tax return
• Personal tax returns
• Discounted strategy sessions
  

Starts @ $597/mth

Bookkeeping

Services

Stay organized and compliant with accurate, up-to-date financial records tailored to your business needs.

From $397

Tax Preparation:

Business Return

We handle your business tax filings with precision, ensuring compliance and maximizing deductions.

From $797

Individual

Tax Prep

Get your personal taxes filed accurately and efficiently, with a focus on minimizing liability and maximizing your refund.

From $497

2 Hour Tax Strategy Session

Dive deep into personalized tax-saving strategies tailored to your financial goals and business structure.

$497

60 Minute Call

A detailed session to discuss tax planning, deductions, or business structure with actionable guidance.

$177

30 Minute Call

A quick, focused consultation to answer pressing tax questions or clarify specific financial concerns.

$97