Our Services

Our Four Core Advisory Pillars

Everything a growing commercial contractor needs to scale, secure capital, and protect profit.

Hover a pillar — it rotates to the front. All four are always visible, andAll four pillars, always visible — and always readable to search & AI crawlers.

Pillar · 01

Strategic Construction Tax & Compliance

✔Entity Selection & Structural Audit: We analyze your corporate structure to ensure you are legally organized under the correct tax forms (preventing the disastrous “S-Corp trap” where previous accountants failed to file your elections).

✔Commercial Contractor Tax Optimization: We deploy industry-specific deductions (such as Section 179 equipment write-offs and specialized accounting methods) to legally minimize your tax burden.

✔Multi-State & Municipal Compliance: Strategic tax filing, Arizona TPT contract compliance, and local tax preparation so you stay 100% IRS-compliant.

Entity StructureSection 179Multi-State & Arizona TPT

Pillar · 02

Construction Bookkeeping & Monthly WIP Management

✔Real-Time Job Costing & Invoicing: Tracking your true labor, material, and subcontractor costs in real-time from the field.

✔Accrual-Basis Transition: Safely transitioning your accounting ledger from chaotic “cash-basis” to organized, bank-ready “accrual-basis” bookkeeping.

✔Monthly Work-in-Progress (WIP) Schedules: Preparing the exact, audit-ready monthly WIP schedules required by surety underwriters to evaluate and increase your bonding limits.

✔Progress Billing & Schedule of Values: Structuring and managing complex progress billings and Schedules of Values (G702/G703) to ensure you get paid on time.

Job CostingAccrual BasisMonthly WIPG702/G703

Pillar · 03

Fractional CFO Advisory & Prequalification Readiness

✔Surety Bonding Optimization: Architecting your balance sheet and equity mapping to satisfy surety agents, double your bonding capacity, and win public school district or municipal contracts.

✔Prequalification Readiness: Building and presenting the clean, professional, and audited financial statements required to pass strict prime contractor prequalification.

✔Banking & Lines of Credit Preparation: Organizing bank-ready financial packages to secure commercial lines of credit, equipment financing, and SBA loans.

✔Cash Flow Strategy & Collections: Designing strategic collection schedules to hit consistent targets (like our $600,000/month benchmark) so your speed of collection always matches your spending.

Surety BondingPrequalificationLines of CreditCash Flow

Pillar · 04

Software & Workflow Integration

✔QuickBooks Online Integration: Setting up QuickBooks Online as your central financial ledger, optimized specifically for construction accounting structures.

✔Commercial Construction PM Software Connectivity: Seamlessly bridging the gap between your field supervisors and the office by connecting QBO with your preferred commercial construction project management software.

✔Integrated Construction Payroll: Streamlining payroll tax filings, labor distributions, and subcontractor compliance via Gusto Payroll.

✔AI-Driven Automated Workflows: Implementing automated receipt-matching applications and bank-feed rules to clear transactional backlogs and eliminate manual office bookkeeping delays.

BuildertrendQuickBooks OnlineBill.comDextGusto

STEP 1

Schedule a Consultation

Discuss your financial challenges and goals with our team.

STEP 2

Get Your Financial Blueprint

A tailored plan to optimize your company’s financial health.

STEP 3

Enjoy Greater Profitability

Save on taxes, simplify workflows, grow stronger.

“Our local CPA was great, but he wasn’t construction-specific. Tim understands Buildertrend, QuickBooks, and how they should work together.”

Sarah McCormick · McCormick Development Company LLC

SCHEDULE A CALL