Our fees reflect the level of oversight, complexity, and advisory support required, not transaction counts or commodity pricing. Every engagement is scoped after a structured review, so expectations are clear from the start.
Most clients start with a Strategic Review, then move into an ongoing advisory relationship. Project-based work is scoped on its own.
For owners evaluating whether structured advisory support is the right next step.
Ongoing accounting, tax, and strategic advisory for growth-minded contractors who want a long-term partner.
Defined engagements scoped individually based on your objectives and complexity.
What goes into ongoing pricing. Fees typically depend on revenue size and transaction volume, the number of entities or locations, payroll and compliance complexity, multi-state considerations, and the level of advisory involvement. Exact fees are determined after an initial review.
Representative composites of the contractors we work with; names and details are illustrative. Find the one closest to you. Every engagement is scoped to your actual situation after a Strategic Review.
Greenville, SC · residential & service electrician
~$420K revenue · one entity · owner plus a couple of subs
The owner ran every call himself and did the books on Sunday nights. He couldn’t tell which jobs actually paid until tax time, and tax time was always a scramble.
Knoxville, TN · custom home builder
~$3.2M revenue · 2 entities · 14 on payroll
Cardinal Ridge was winning bigger custom builds but bidding on gut feel. The bank wanted a WIP schedule they didn’t have, and margins only became clear once a job was already over.
Charlotte, NC · site & civil contractor
~$12M revenue · 3 entities · certified payroll · NC/SC/GA
Piedmont ran three entities, heavy bonding, and prevailing-wage jobs across three states, all on a QuickBooks file that couldn’t keep up. They needed controller-level reporting, not more spreadsheets.
If you're interested in working together, the next step is a discovery conversation. If we're not the right fit, we'll tell you directly. Curious what onboarding actually looks like? See your first 90 days, mapped out.
We look at your current financial systems and how your work actually flows.
We surface gaps, risks, and inefficiencies worth addressing.
We confirm whether there's a strong mutual fit before anyone commits.
You get a clear recommendation and engagement scope, with no surprises.
