What happens next

Submit the form and
I take it from there.

After you submit
01
I review your submission
Within one business day — I will confirm the package fits and reach out directly.
02
We talk through the details
Scope, timeline, and what format your records are in. Takes about 15 minutes.
03
You send your records
Bank exports, a QuickBooks file, a spreadsheet — whatever you have is fine.
04
Work begins
Cleanup, job costing, dashboards, cash forecast, and CPA handoff package — all handled.
Contact
Book a call and send what you have.
We handle the rest.
Bank statements, spreadsheets, QuickBooks exports, receipts
PDF, CSV, Excel, or images — drop files or click to browse

Your data is only used to complete the engagement and is never shared beyond Set and the CPA if applicable. See pricing for full scope details.

Got it.
Let's talk.

Your info is in. Book a time below and we will go through your situation and next steps on the call.

Book Your Call Back to home
The real problem

Most contractors
finish a job and
have no idea
if they made money.

It is not because they are bad at business. It is because no one set up the financial side to give them that answer. That is the problem Set fixes.

Why this matters

You are not selling accounting. You are selling answers.

Contractors do not care about bookkeeping. They care about which jobs made money, whether they have enough cash to make payroll next week, and how to pay less in taxes.

Clean books are the tool that gets them those answers. Most small contractors have never had them. Set is built specifically to change that, at a price that makes sense before you are already profitable.

The problems

Four things killing contractor margins that clean books can fix

01
No idea which jobs actually make money
Most contractors track revenue but not cost per project. Materials, labor, and subcontractors get lumped together. By the time the job is done there is no way to know if it was profitable without hours of manual math no one has time for. About 75% of small construction firms do not keep accurate job cost records.
Real scenario

A contractor bids a kitchen remodel at $40k. Mid-project, material costs go up. Labor takes longer than quoted. The job gets done. Client is happy.

They made $0. They have no way to know that until months later, if ever.

02
Cash flow chaos with no warning system
Construction cash flow is structurally difficult. Materials get paid upfront. Payroll runs every week. Invoices get paid 30 to 90 days later. Without visibility into what is coming in and going out, contractors run out of cash on perfectly profitable jobs. They are not broke. They are just waiting and do not know it.
What this looks like

Three active jobs. $180k in outstanding invoices. Cannot make payroll on Friday.

The business is profitable. The books are a mess. The difference is visibility.

03
Personal and business money mixed together
Extremely common with small contractors. Business cards get used for personal expenses. Cash moves between accounts without documentation. By year end the records are a mix that is nearly impossible to untangle. Legitimate deductions get missed. The IRS does not like this and neither does any accountant trying to file correctly.
The tax risk

Mixed records mean real business deductions get missed because no one can prove what was a business expense.

It also creates phantom income that was never income to begin with.

04
Bookkeeping that falls behind and stays behind
Contractors are operators, not finance people. During busy season the books get ignored for weeks. By the time someone looks at them there are hundreds of uncategorized transactions, missing receipts, and accounts never reconciled. Tax season becomes a crisis every single year.
What contractors say

"Hire a bookkeeper. Understand your cash flow and expenses. My building company went down because I got this wrong."

Real contractor. Preventable outcome.

The pitch that actually lands
What contractors ignore

"I will do your bookkeeping."

Sounds like overhead. Like something their accountant already handles badly once a year. Does not connect to anything they care about day to day.

What gets their attention

"I will show you which jobs are losing you money."

This is a problem they feel every single day. It connects to profit, to bidding better, to knowing whether to take the next job or walk away from it.

What Set actually delivers

The numbers that answer the questions they actually have.

Job profitability. Cash flow clarity. Clean records for taxes. All from the same organized foundation most small contractors have never had.

What Set fixes

Five things most contractors do not have and should

01
Job profitability tracking
Know what each job actually cost and what it actually made. Every time.
02
Cash flow visibility
See what is coming in, when it arrives, and whether you can cover what is going out.
03
Clean expense records
Every business expense categorized, documented, and separated from personal spending.
04
Bid pricing analysis
Use real historical costs to quote the next job accurately instead of estimating from memory.
05
Tax-ready books
Records handed to a licensed CPA who finds every deduction and reduces what you owe.