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Our approach to fees

Priced for the value, not the transaction count.

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.

Ways to work together

Four ways to engage the firm.

Contractors in their first year or two start with the Starter tier. Established shops usually start with a Strategic Review, then move into an ongoing advisory relationship. Project-based work is scoped on its own.

Starting out

Starter

Monthly
No Strategic Review required

For contractors in year one or two, before WIP schedules and assurance work are part of the picture.

  • Monthly bookkeeping kept clean and current
  • Chart of accounts and job-cost structure built for construction
  • Entity and S-corp question answered on your numbers
  • Annual return plus quarterly estimates
  • A foundation that steps up with you instead of being rebuilt

Most new clients also have a one-time onboarding fee for cleanup and setup, quoted after we see the books.

Start here →
Ongoing relationship

Ongoing Advisory

Monthly
Tailored to scope & complexity

Ongoing accounting, tax, and strategic advisory for growth-minded contractors who want a long-term partner.

  • Accurate, decision-ready financial reporting
  • Proactive tax planning, not reactive compliance
  • Stronger financial systems and internal discipline
  • Ongoing advisory support for better decisions
  • A strategic partner, not just a service provider
Discuss scope →
Defined scope

Project-Based

Per project
Scoped after initial discussion

Defined engagements scoped individually based on your objectives and complexity.

  • Business valuation
  • Financial cleanup & remediation
  • Accounting software migration & setup
  • Review, compilation & agreed-upon procedures
Talk it through →
Where the numbers are

You get a full fee schedule before we ever speak.

Book a discovery call and the confirmation email includes real numbers for every engagement above, in writing, along with how onboarding gets quoted. Read it before the call. If we are not in your range, cancel and nobody has spent an afternoon finding that out.

We would rather tell you early than sell you slowly. The call is for your business, not for a price reveal.

Book a call and get the fee schedule →

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.

Onboarding is usually quoted separately. Most new clients need some combination of cleanup, catch-up bookkeeping, and software setup before the monthly rhythm can start. That is a one-time fee, quoted after we have actually seen the books rather than guessed at on a call and revised later. If your records are current and your system is already set up for construction, it can be small or unnecessary. Either way you will know the number before you commit to anything.

What happens next

It starts with a short, structured review.

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.

Ready to see if we're the right fit?

Book a discovery call →