Pricing / Full Control
Package 03 · Monthly Retainer

Full Control

$650
per month · 3-month minimum · books always current
Who this is for

You want your books handled every month — not as a one-time project you have to redo next year.

Full Control is a monthly retainer. Every month your transactions are categorized, accounts reconciled, jobs costed, and cash forecast updated. Your CPA always has what they need. Nothing falls behind.

Clean books. Ongoing job costing. A rolling 90-day cash view. Every month, automatically.

Start Full Control
The right fit

This is the right package if you are here.

Full Control is for contractors who have had a one-time cleanup done — or who are starting fresh — and want ongoing financial operations without having to think about it. Books handled, jobs tracked, cash monitored, CPA ready.

Full Control includes everything in Foundation and Clarity — transaction categorization, reconciliation, job costing, cash flow, financial dashboard, and CPA handoff — maintained and updated every single month.
What is included every month

Seven ongoing services.
Handled for you.

01
Monthly bookkeeping and reconciliation
Every transaction categorized and every account reconciled each month. No falling behind. No scrambling at year end. Your books are always current and accurate.
02
Ongoing job costing and profitability tracking
Every completed job broken down by actual cost — labor, materials, subs, overhead. You always know which work is making money and which needs to be repriced or dropped.
03
Rolling 13-week cash flow forecast
Updated monthly. Cash gaps show up weeks before they hit — not the morning payroll is due. Always know what the next 90 days look like so you can plan instead of react.
04
Section 179 and depreciation asset tracking
Every qualifying equipment purchase tracked throughout the year. Nothing gets missed at filing time. Most contractors leave thousands on the table here — this makes sure you do not.
05
Bid-to-actual analysis
What you quoted versus what the job actually cost — tracked over time. See exactly where your estimates break down so every future bid is sharper and your margins stop eroding.
06
Monthly financial dashboard
Revenue, profit, job margins, and cash position — all current, all in one view. Open it on your phone and know exactly where the business stands. No hunting through accounts.
07
Year-end CPA handoff — always ready
Because books are maintained monthly, your CPA gets clean organized records without any sprint at year end. They spend their time finding deductions — not cleaning up a mess. That difference is real money.
Keep more money

A tax strategy that actually reduces what you owe.

Most contractors hand their accountant a mess and hope for the best. Full Control hands them clean records, a strategy session, and every qualifying deduction already identified — including Section 179 and depreciation assets most people miss entirely.

Make more money

Fix your bids. Stop finishing jobs for less than you planned.

Bid-to-actual analysis shows you exactly where estimates drift from reality. Once you see the pattern — labor overruns, material cost creep, missed overhead — you fix the next bid and the one after that.

Plan ahead

90 days of cash flow visibility before it becomes a crisis.

The 13-week forecast shows money in versus money out far enough in advance to act on it. Schedule jobs differently. Chase a payment. Delay a purchase. You have options — as long as you can see what is coming.

Ready to start with
Full Control?

$1,000 flat. Everything in Foundation and Clarity plus tax strategy, bid analysis, and a 90-day forecast.

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