Job costing, monthly books, payroll watched, business planning, tax planning and every return for the business and for you, for one monthly price.
We'll only use this to reach you about your Game Plan. Privacy policy
Pick a time. There's nothing to prepare and nothing to send us before the call.
A sample month, animated: the bank statement, the ledger and the month's documents get tied out, one line is flagged for review, the tax number lands in writing, and a phone shows the monthly done email.
Every purchase coded to its jobThree jobs, every receiptCoded
Payroll checkedComp class codes match the workChecked
Tax number, in writingBefore the June 15 estimate$22,700
Extra work, no change orderNone in the file you sent usFlag$7,000
What you get every month.
Bookkeeping done and tied to the bank every month. Every tax return, business and personal. What you owe, in writing, mid-year and before year end. Payroll watched. Your key numbers every month, against your budget.
Every purchase coded to its job.
A month, in messages.
What lands in your inbox, so you never have to ask.
Illustration of a typical month
Job costing: billed against built, per job.
Work done next to money collected, every job, every month. You see the gap before it is a problem.
May, percent of each contract
Kitchen, Sherman Oaks
Bath, Encino
ADU, Van Nuys
Work doneBilled
Billing stays below the work done on every job
Your own return. Included.
Your personal return, your spouse's if you file together, and your rentals are inside the monthly fee. We list each one when you sign. It changes only in writing, with 30 days notice.
The business return
Your personal return
Your spouse's, if you file together
Your rentals
Nobody gets fired.
Your office manager keeps the day to day. We take the month end, the returns and the tax number, and put in writing who does what.
Your office manager keeps
Bills and invoices
Deposits and receipts
Calls with vendors and clients
The day to day
We take
The month end close
Job costing
Every tax return
The tax number, mid-year and before year end
Billed against built, every job, every month.
Every job, every month: the work done next to the money collected, which is your WIP schedule in plain words, the days your cash carries a supplier, and extra work billed with no change order on file.
Job
Kitchen, Sherman Oaks
Contract $140,000
Billed against built, May
Built
62%
Billed
48%
Built, not yet billed$19,600
The draw against the cash
May 1May 15Jun 1Jun 15
May 6Paid the cabinet shop($24,000)27 days on your cashJun 2The draw for that work
Extra work billed in MayNo change order in the file you sent us.$7,000
You're the one in the middle.
This is what a patchwork finance team looks like.
One department. One monthly price.
Contractors and home services, starting at $2,500 a month.
BKBookkeeper
Records what happened.
Misses what it means for your taxes.
Payroll, not tied21,430Uncategorized4,118
CPACPA
Files your returns in March.
Misses the other eleven months.
Mar 2Send me your 1099s by Friday.
PRPayroll provider
Runs the checks every two weeks.
Misses whether the run is right.
Checked by: nobody
OMOffice manager
Runs the office day to day.
Nobody asked her to plan the year.
Budget for next year? nobody
Youthe owner
never got the 1099sno tax plan until Marchraises never made the budgetpayroll never tied to the books
What you needWhat you needThe usual wayThe usual wayA bookkeeper and a CPAPacific Standard
Tax planning all yearBilled extra, if anyone does itGeneric advice, so deductions you qualify for get missedCustom strategy for your deductionsCustom deduction strategy
Your tax number before AprilUsually nobody. You find out in March.April is a surprise billIncluded
Books closed every monthYour bookkeeper, after the factIncluded
Business planning and a yearly budgetUsually nobody. The plan lives in your head.Growth runs on a guessIncluded
Payroll watched every monthUsually nobody. The checks just go out.Included
Your business and personal returnsYour CPA, once a yearIncluded
Key numbers against your budgetUsually nobody. No budget to check.Included
A monthly email of everything we didNobodyIncluded
Call anytime, no bill for questionsBilled by the hourSo you don't callIncluded
Every purchase coded to its jobUsually nobody. Parts slip off invoices.Jobs look profitable when they're notIncluded
What's covered2 of these 10All 10starting at $2,500 a month
Your price, in writing
Starting at $2,500/mo
For contractors and home services.
Your exact number comes from the free Game Plan call, set for your business.
The plain terms.
One monthly price.Your number is in writing before you owe anything. It changes only in writing, with 30 days notice.
First month on your start date, then monthly.Then one monthly price at the start of each month.
Cancel anytime and take your books.No contract, no exit fee. Within days you get your complete books, every document, and a handoff call with your next accountant.
We do the switch.The 30-Day Switch, done within 30 days of getting access, or your first month is refunded.
Questions contractors and home service owners ask.
Do you code receipts and materials to each job?
Yes. Every purchase is coded to its job every month, so your profit per job is real and costs you paid for a customer get billed back on the next invoice instead of found at year end.
Does it work with the software we already use?
Yes. We connect to your QuickBooks, your payroll in Gusto or ADP and your job software, and each connection stays under your own account.
How do you handle change orders and draws?
We work from the books and the files you send us. When extra work is billed on a job with no change order in your file, we flag it with the amount, because no paper usually means no payment. We put each draw next to your cash so you can see how many days you are carrying a supplier before the next draw lands.
Do you check workers comp class codes on payroll?
Yes. Every month we check that each employee's comp class code matches the work they do, and we flag anything for you to confirm with your payroll provider.
What does a home service company get?
Books closed every month, revenue and profit per truck and per tech, every business and personal tax return we list when you sign, payroll watched and a mid-year projection of what you'll owe. We work with HVAC, plumbing, electrical, roofing, garage door and other home service companies.
Do you work with pest, pool, landscaping, painting and cleaning companies?
Yes. Any home service company at $500K to $20M a year that wants to grow. We match every payment, keep your regular customers on today's price and send a mid-year projection of what you'll owe.
Do you send change orders, manage lien waivers or run the job side?
No. Your team runs the jobs: change orders, billing the owner, lien waivers, permits, inspections and insurance. We are your finance department. We close your books, cost every job, track billed against earned, watch payroll, file every return and put a mid-year projection of what you'll owe in writing. When the numbers look off, like extra work billed with no change order in the file you sent us, we flag it and tell you what it means for your cash. You decide what to do.
How much does it cost for a contractor or home service company?
It starts at $2,500 a month for contractors and home services. Your exact number comes from the free Game Plan call, and it is in writing before you owe anything.
I already have a bookkeeper and a CPA. Why switch?
So look, your bookkeeper and your CPA cover 2 of the 10 things on that list, and the other 8 are where the money leaks out. Let's just say two $140 parts a week never make it onto the invoice, that's over $14,000 a year, and nobody's checking for it. We cover all 10 for one monthly price, and on the Game Plan call you'll see what your setup is leaving behind before you owe anything.
Start with the free Game Plan.
Twenty minutes on Google Meet, before you pay anything.
1Pick a timeOnline, whenever suits you.
2Twenty minutesA few questions about how your business is run, in your words.
3On the callYou'll know what your setup is leaving behind.