Strategic Financial Services for Business Growth
Specialized accounting and bookkeeping solutions to optimize your tax position and prepare your business for funding opportunities.
Funding-Ready Financial Statements
We prepare professional financial statements that meet lender and investor requirements, increasing your chances of securing business funding.
- Bank and SBA loan-ready documentation
- Investor-ready financial packages
- Financial ratio improvement strategies
Strategic Tax Planning
Our proactive tax planning helps you legally minimize tax liability while maintaining strong financials for funding applications.
- Tax-optimized business structure
- Deduction maximization strategies
- Year-round tax planning
Equipment & Fleet Management
We help you track and optimize the financial aspects of your equipment and vehicle fleet, from purchase decisions to maintenance costs and depreciation.
- Equipment purchase vs. lease analysis
- Vehicle and equipment depreciation
- Maintenance cost tracking
Budgeting & Cash Flow Management
Our budgeting and cash flow services help you manage the unique challenges of contractor finances, including progress payments, retainage, and seasonal fluctuations.
- Project cash flow forecasting
- Seasonal business planning
- Retainage management
Payroll & Labor Management
Our payroll services address the unique challenges contractors face with varying job sites, union requirements, prevailing wages, and certified payroll reporting.
- Certified payroll for government projects
- Union reporting and compliance
- Multi-state payroll management
Business Structure & Planning
We help you determine the optimal business structure for your contracting business and develop strategies for growth, succession, or eventual sale.
- Entity selection (LLC, S-Corp, etc.)
- Succession planning
- Business valuation and exit strategies
Financial Statements & Reporting
We provide clear, accurate financial statements that help you understand your business's financial health and meet requirements for bonding, lending, and licensing.
- Bonding and prequalification support
- WIP (Work-in-Progress) reporting
- Bank and lender-ready financials
Contractor Compliance
We help you navigate the complex regulatory environment for contractors, ensuring you meet all financial reporting requirements for licensing and operations.
- Contractor license renewal support
- Sales and use tax compliance
- 1099 contractor reporting
Growth & Profitability Consulting
Our consulting services help you identify opportunities to increase profitability, optimize operations, and grow your contracting business strategically.
- Bid strategy and pricing analysis
- Overhead allocation optimization
- Strategic expansion planning