Monthly Services

Our monthly services are specifically designed for contractors and landscapers at various stages of growth and size.   Free up your time and have us do your books.  Get a plan to eliminate winter cash flow problems.  Know your cash needs and where all that money is going. We offer 3 levels of services based on the size of your business.

Expect more from your accountant.  Start working with us and change your situation.  Get the clarity and focus you want to grow your business, reduce stress and smooth out the bumps.

Basic

A financial management solution for contractors and landscapers with revenue of $250k to $1M

A responsive and comprehensive tax compliance and planning solution giving you peace of mind. 

  • Get your (or your spouse's) time back with our bookkeeping service

  • Stop feeling overwhelmed

  • Take your business to the next level


The Basic service includes the following:

  • Bookkeeping and monthly financial statements using Quickbooks Online 

  • Responses to your questions within two business days

  • Monthly video review of your monthly financials so you can see what's important

  • Semi-annual one hour meeting to review your numbers, track your progress, identify issues and find solutions 

  • Custom estimated tax payments or payroll withholding analysis reducing surprises at tax time

  • Add-on services: payroll processing, sales tax filing, business income tax preparation and 1099 reporting

Investment starting at $995/month

Essential

A Financial Management Solution for Contractors and Landscapers with revenue of $1M - $3M

Get the confidence that comes with a clearer view of where you are and the road ahead. 

  • Know where your cash is going

  • Project your future cash needs

  • Know your estimated winter cash needs

  • Use KPIs to track of your progress and know where you need to focus more attention 

  • Get critical insights from your financials for better decision making

  • Gain insights that you wouldn't have seen on your own


The Essential service includes everything from the Basic package plus the following:

  • Monthly dashboard including key metrics so you can gauge if you’re on track to meet your goals

  • Quarterly meeting to discuss your numbers, areas you need help with and plan out solutions

  • Cashflow forecasting

  • Monthly video review of your monthly financials so you can see what's important

  • Add-on services: payroll processing, sales tax filing, business income tax preparation and 1099 reporting

Investment starting at $1,600/month

Premium

A Financial Management, Tax Compliance and Planning Solution for Contractors and Landscapers with revenue of $3M - $10M

We become part of your team and walk the path with you providing answers and improving your success.

  • Know where your cash is going

  • Project your future cash needs

  • Know your estimated winter cash needs

  • Use KPIs to track your progress and know where you need to focus more attention 

  • Get critical insights from your financials for better decision making

  • Gain insights that you wouldn't have seen on your own

  • Get help with systems to make your business more scalable and improve controls.

The Premium service includes everything from the Basic and Essential packages plus the following:

  • Monthly team calls with you to go over the latest regarding your income, expenses, and taxes.

  • Unlimited additional meetings

  • 24 hour response time to questions

  • Support for your accounting staff providing direction and answering questions on an as-needed

  • Assistance with audit or review of your financial statements

  • Annual business income filing (federal and state)

Investment starting at $2,400/month

One-Time Services

When you have a specific need to address or problem that you need to solve, a one-time services is the answer.  Break through the roadblock preventing you from making the decision or preventing you from improving your business and your life.   Get quick answers and an action plan to implement from.

Expect more from your accountant.  Start working with us and change your situation.  Get the clarity and focus you want to grow your business, reduce stress and smooth out the bumps.

One Hour Q&A Session

For the person who's accumulated a list of questions or has a single issue that needs solving. This session is for you!

  • Quickbooks or accounting questions? Am I doing this right?

  • Can I expense my new vehicle?

  • What meals can I deduct?

  • Am I paying myself enough?

$495

Deep Dive Planning Session

For the landscaper or contractor who has a more in-depth financial, tax or business planning/strategy need

In the session we'll analyze your current financials, break down the issues you're having, determine where you want to go and come up with a plan on how to get there.  Let's put you on the road to achieving your goals.  At the end of the process, you’ll receive an action plan providing you a roadmap that you can confidently execute from

  • What-Ifs answered

  • What's the impact of adding another crew?

  • Can I cash flow a new building?

  • Winter is approaching.  Do I have enough cash? I need a plan.

  • What should my labor rates be?

  • Get out of analysis-paralysis

$1,995