Pricing — Bookkeeping & Job Costing for Contractors

Package 01

Foundation

Your books have never been organized. You need a clean picture of where you actually stand before you can do anything else.

$400

one-time / up to 1 year of transactions

What is included

Full transaction review and categorizationEvery charge and deposit sorted and labeled — materials, labor, equipment, overhead. A clean ledger that tells you exactly what happened to every dollar.
Bank and credit card reconciliationEvery statement matched line by line. Catches duplicate charges, missing transactions, and errors you did not know were there.
Data cleanup and error correctionDuplicates removed, wrong amounts fixed, personal and business expenses separated. Clean data is the foundation everything else depends on.
Profit and loss statementWhat came in, what went out, what you kept. Most contractors have never seen this for their own business. One page. Tells you whether the business is actually working.
Monthly expense summaryEvery dollar sorted by category, month by month. You see where costs are running high and exactly where to cut.
Tax-ready CPA handoffBooks organized and delivered in the format your CPA needs. They spend their time finding deductions, not cleaning up the mess.
Delivered in Excel or Google SheetsNo new software. No subscriptions. A file in whatever you already use, readable on your phone in 30 seconds.

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Most popular

Package 02

Clarity

You need to know what each job actually cost. Clean books plus job-level profitability — so you can see which jobs are worth taking and which ones to reprice.

$750

one-time / up to 1 year of transactions

Everything in Foundation, plus

Job-level cost and profitability trackingEach job broken down by what it actually cost versus what it brought in. You find out which jobs are making you money and which ones you should reprice or stop taking.
Overhead allocation per jobYour fixed costs — insurance, truck payments, tools — spread across jobs proportionally. Lowers what you think a job costs on paper to what it actually costs in reality, so you stop undercharging.
Cash flow summary by monthMoney in versus money out, month by month. The business can be profitable and still run out of cash — this shows you exactly where the gaps are so you are not scrambling when payroll hits.
Expense breakdown by category and projectEvery dollar sorted by what it was for and which job it belonged to. Lets you see exactly what is driving costs up — and cut it. Lower costs, higher margin.
Financial dashboardRevenue, profit, job margins, cash position — all in one view in Excel or Google Sheets. Saves the time you would spend hunting through accounts just to figure out where you stand this month.
Tax-ready records formatted for your CPABooks delivered exactly how your accountant needs them. They find deductions instead of cleaning up the mess. That difference keeps more money in your pocket at filing time.
Up to one year of transactions12 months of history. Full picture, clean start. No more guessing what last year actually looked like.

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Package 03

Full Control

Your books handled every month. Job costing, cash forecasting, and CPA-ready records — maintained continuously so nothing falls behind.

$650

/ month · 3-month minimum

What is included every month

Monthly bookkeeping and reconciliationEvery transaction categorized, every account reconciled each month. No falling behind, no scrambling at year end. Your books are always current.
Ongoing job costing and profitability trackingEvery job broken down by actual cost as it completes. You always know which work is making money and which needs to be repriced.
Rolling 13-week cash flow forecastUpdated monthly. Cash gaps show up weeks before they hit — not the morning payroll is due. Always know what the next 90 days look like.
Section 179 and depreciation asset trackingEvery qualifying equipment or vehicle purchase tracked for full deductibility. Most contractors miss this. At this level, nothing gets left on the table at filing time.
Monthly financial dashboardRevenue, profit, job margins, and cash position — all current, all in one view. You always know exactly where the business stands.
Year-end CPA handoff — always readyBecause books are maintained monthly, your CPA gets clean organized records without any sprint at year end. They spend time finding deductions, not cleaning up.
Bid-to-actual analysisWhat you quoted versus what the job actually cost — tracked over time. See exactly where your estimates break down so every future bid is sharper.

Direct CPA handoff and tax strategy sessionRecords go directly to a licensed accountant. They find every deduction and build a structure that keeps more in your pocket — not just this year, every year after.

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Most value

Package 04

Command

Everything in Full Control, plus hands-on implementation every month. We act on what the numbers show — together. Not a report. Not advice. Results.

$1,100

/ month · 3-month minimum

Everything in Full Control, plus

Monthly books and reconciliationEvery month handled for you — transactions categorized, accounts reconciled, records clean. No falling behind, no scrambling at year end. Your books are always current.
Hands-on implementation — the core of the retainerThis is where most of the monthly value lives. Not a report. Not a list of suggestions. We work through the changes together — repricing jobs, tightening systems, acting on what the numbers show. Every month, something actually gets done.
Monthly margin and profitability reviewEvery job type tracked month over month. You see which work is getting more profitable and which is slipping — and you act on it before it compounds.
Ongoing pricing strategy and rate adjustmentsAs costs shift, your rates get reviewed. Material prices, labor, overhead — if your margins are compressing, we catch it and adjust so you are never quietly working for less than you should be.
Sales process and collections supportDeposit collection, follow-up timing, contract terms — refined on an ongoing basis. Revenue leaks get closed as they appear, not after they have already cost you.
Rolling 13-week cash flow forecastUpdated every month. You always know what cash looks like 90 days out — so you can schedule jobs, make hires, and spend on equipment without guessing.
Dedicated monthly strategy sessionOne call every month to walk through the numbers, act on what they show, and plan the next 30 days. You always know what to focus on and why.
Funding readiness — always currentBecause books are maintained monthly, lender-ready financials are always available. No preparation lag when an equipment loan or line of credit opportunity comes up.
Priority direct accessQuestions get answered fast. Between sessions, if something comes up — a big job decision, an invoice dispute, a cash crunch — you have direct access to work through it without waiting in a queue.
Locked-in contract pricingYour rate is fixed for the contract term. No surprise increases mid-engagement. Minimum 3-month commitment — enough time to implement changes and see them show up in your numbers.

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Feature	Foundation $400	Clarity $750	Full Control $650/mo	Command $1,100/mo
Transaction categorization	✓	✓	✓	✓
Bank reconciliation	✓	✓	✓	✓
Profit and loss statement	✓	✓	✓	✓
Job-level profitability tracking	—	✓	✓	✓
Cash flow summary	—	✓	✓	✓
Financial dashboard	—	✓	✓	✓
Tax-ready CPA handoff	✓	✓	✓	✓
CPA handoff and tax strategy	—	—	✓	✓
Section 179 asset tracking	—	—	✓	✓
Bid-to-actual analysis	—	—	✓	✓
13-week cash flow forecast	—	—	✓	✓
Financial playbook PDF	—	—	✓	✓
Hands-on implementation	—	—	—	✓
Pricing strategy and margin analysis	—	—	—	✓
Sales process audit	—	—	—	✓
Funding readiness prep	—	—	—	✓
Years of transactions covered	1 year	1 year	Up to 2 years	Ongoing
Monthly retainer (ongoing service)	—	—	—	✓
Locked-in contract pricing	—	—	—	✓

FAQ

If your books have never been organized, start with Foundation — it is the cleanest entry point. If you run multiple jobs and want to know which ones are actually making money, Clarity does that. If you want your books handled every month without thinking about it, Full Control is the retainer that covers ongoing bookkeeping and job costing. If you want that plus hands-on implementation — repricing, process fixes, strategy — Command is built for that.

Foundation and Clarity are one-time engagements — you send your data, I do the work, you get the deliverables. Full Control and Command are monthly retainers: your books are handled every single month, job costing is updated as jobs complete, cash forecasting stays current, and your CPA always has what they need. A 3-month minimum applies to both retainers so there is enough runway for the work to actually show up in the numbers.

It means we act on what the numbers show — together. Not a list of suggestions. Every month we review the data, identify what to do, and implement it: repricing undervalued jobs, tightening deposit collection, adjusting how you track overhead. The bookkeeping is maintained automatically. The implementation is what makes the numbers change.

Whatever you have. Bank exports as CSV or PDF, a QuickBooks file, a spreadsheet you have been using, a folder of receipts. Send it as it is. Getting it into shape is part of what I do.

Every package includes a CPA handoff — your books delivered in the format your accountant needs. Full Control and Command include coordination with the CPA on tax strategy. The CPA's tax filing fee is separate and depends on your return complexity. The organized records almost always save you more than that fee through deductions your accountant can now actually find.

Yes. If you start with Foundation or Clarity and want ongoing bookkeeping, moving into Full Control or Command is a natural next step. The cleanup work already done carries forward — we pick up from clean books and keep them that way every month going forward.

Your data is used only to do the work and shared only with the CPA as part of the handoff you agreed to. If you have specific concerns about how files are shared, we work that out before you send anything.

You finished a busy month.
Why does the account
still look thin?

Being busy is not the same as being profitable. Set shows you the difference.

Start with a cleanup.
Stay for the ongoing work.

Four outcomes.
Every engagement.

What each package covers

Not sure which one?
Just reach out.

You finished a busy month.Why does the accountstill look thin?

Being busy is not the same as being profitable. Set shows you the difference.

Start with a cleanup.Stay for the ongoing work.

Four outcomes.Every engagement.

What each package covers

Not sure which one?Just reach out.

You finished a busy month.
Why does the account
still look thin?

Start with a cleanup.
Stay for the ongoing work.

Four outcomes.
Every engagement.

Not sure which one?
Just reach out.